Wilmington Intermediate Term Bond Fund Manager Performance Evaluation
| ARIFX Fund | USD 11.20 0.30 2.61% |
The entity maintains a market beta of 0.16, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Wilmington Intermediate's returns are expected to increase less than the market. However, during the bear market, the loss of holding Wilmington Intermediate is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Wilmington Intermediate Term Bond has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong technical and fundamental indicators, Wilmington Intermediate is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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| Expense Ratio | 0.0400 |
Wilmington |
Wilmington Intermediate Relative Risk vs. Return Landscape
If you would invest 1,188 in Wilmington Intermediate Term Bond on September 21, 2024 and sell it today you would lose (68.00) from holding Wilmington Intermediate Term Bond or give up 5.72% of portfolio value over 90 days. Wilmington Intermediate Term Bond is currently producing negative expected returns and takes up 0.7807% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Wilmington, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Wilmington Intermediate Current Valuation
Fairly Valued
Today
Please note that Wilmington Intermediate's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Wilmington Intermediate maintains a prevalent Real Value of $11.34 per share. The last-minute price of the fund is $11.2. We determine the value of Wilmington Intermediate from examining fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will grow together.
Since Wilmington Intermediate is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Wilmington Mutual Fund. However, Wilmington Intermediate's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 11.2 | Real 11.34 | Hype 11.2 | Naive 11.0 |
The intrinsic value of Wilmington Intermediate's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Wilmington Intermediate's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Wilmington Intermediate Term Bond helps investors to forecast how Wilmington mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Wilmington Intermediate more accurately as focusing exclusively on Wilmington Intermediate's fundamentals will not take into account other important factors: Wilmington Intermediate Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Wilmington Intermediate's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Wilmington Intermediate Term Bond, and traders can use it to determine the average amount a Wilmington Intermediate's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.1159
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| Negative Returns | ARIFX |
Estimated Market Risk
| 0.78 actual daily | 6 94% of assets are more volatile |
Expected Return
| -0.09 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.12 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Wilmington Intermediate is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Wilmington Intermediate by adding Wilmington Intermediate to a well-diversified portfolio.
Wilmington Intermediate Fundamentals Growth
Wilmington Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Wilmington Intermediate, and Wilmington Intermediate fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Wilmington Mutual Fund performance.
| Total Asset | 83.27 M | ||||
About Wilmington Intermediate Performance
Evaluating Wilmington Intermediate's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Wilmington Intermediate has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Wilmington Intermediate has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund invests at least 80 percent of its net assets in publicly traded equity securities or depository receipts of companies organized, headquartered or doing a substantial amount of business outside of the United States. Aristotle Capital Management, the funds Advisor, considers a company that has at least 50 percent of its assets located outside the United States or derives at least 50 percent of its revenue from business outside the United States as doing a substantial amount of business outside the United States.Things to note about Wilmington Intermediate performance evaluation
Checking the ongoing alerts about Wilmington Intermediate for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Wilmington Intermediate help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Wilmington Intermediate generated a negative expected return over the last 90 days | |
| The fund holds about 6.41% of its assets under management (AUM) in cash |
- Analyzing Wilmington Intermediate's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Wilmington Intermediate's stock is overvalued or undervalued compared to its peers.
- Examining Wilmington Intermediate's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Wilmington Intermediate's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Wilmington Intermediate's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Wilmington Intermediate's mutual fund. These opinions can provide insight into Wilmington Intermediate's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Wilmington Mutual Fund
Wilmington Intermediate financial ratios help investors to determine whether Wilmington Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Wilmington with respect to the benefits of owning Wilmington Intermediate security.
| Analyst Advice Analyst recommendations and target price estimates broken down by several categories | |
| Piotroski F Score Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals | |
| Fundamental Analysis View fundamental data based on most recent published financial statements | |
| Equity Valuation Check real value of public entities based on technical and fundamental data |