Wilmington Large Minimum Initial Investment vs. One Year Return
| WMLIX Fund | USD 32.91 0.01 0.03% |
For Wilmington Large profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Wilmington Large to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Wilmington Large Cap Strategy utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Wilmington Large's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Wilmington Large Cap Strategy over time as well as its relative position and ranking within its peers.
Wilmington |
Wilmington Large Cap One Year Return vs. Minimum Initial Investment Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Wilmington Large's current stock value. Our valuation model uses many indicators to compare Wilmington Large value to that of its competitors to determine the firm's financial worth. Wilmington Large Cap Strategy is rated second in minimum initial investment among similar funds. It is rated second in one year return among similar funds . The ratio of Minimum Initial Investment to One Year Return for Wilmington Large Cap Strategy is about 2,801 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Wilmington Large's earnings, one of the primary drivers of an investment's value.Wilmington One Year Return vs. Minimum Initial Investment
Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.
Wilmington Large |
| = | 100 K |
Fund managers put minimum investment restrictions on fund investments in order to allow the fund to function properly. Minimum restrictions allow fund managers to regulate cash flows of the fund, while guarding it against random trades that may negatively affect fund strategy.
One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
Wilmington Large |
| = | 35.70 % |
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
Wilmington One Year Return Comparison
Wilmington Large is currently under evaluation in one year return among similar funds.
Wilmington Large Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Wilmington Large, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Wilmington Large will eventually generate negative long term returns. The profitability progress is the general direction of Wilmington Large's change in net profit over the period of time. It can combine multiple indicators of Wilmington Large, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
Under normal circumstances, the fund invests at least 80 percent of the value of its net assets in a diversified portfolio of U.S. equity securities of large-cap companies . Wilmington Large-Cap is traded on NASDAQ Exchange in the United States.
Wilmington Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Wilmington Large. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Wilmington Large position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Wilmington Large's important profitability drivers and their relationship over time.
Use Wilmington Large in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Wilmington Large position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Wilmington Large will appreciate offsetting losses from the drop in the long position's value.Wilmington Large Pair Trading
Wilmington Large Cap Strategy Pair Trading Analysis
The ability to find closely correlated positions to Wilmington Large could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Wilmington Large when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Wilmington Large - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Wilmington Large Cap Strategy to buy it.
The correlation of Wilmington Large is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Wilmington Large moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Wilmington Large Cap moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Wilmington Large can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Wilmington Large position
In addition to having Wilmington Large in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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Other Information on Investing in Wilmington Mutual Fund
To fully project Wilmington Large's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Wilmington Large Cap at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Wilmington Large's income statement, its balance sheet, and the statement of cash flows.
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