Wilmington Large Cap Strategy Fund One Year Return

WMLIX Fund  USD 28.88  0.17  0.59%   
Wilmington Large Cap Strategy fundamentals help investors to digest information that contributes to Wilmington Large's financial success or failures. It also enables traders to predict the movement of Wilmington Mutual Fund. The fundamental analysis module provides a way to measure Wilmington Large's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Wilmington Large mutual fund.
  
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

Wilmington Large Cap Strategy Mutual Fund One Year Return Analysis

Wilmington Large's 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.

One Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

More About One Year Return | All Equity Analysis

Current Wilmington Large One Year Return

    
  28.81 %  
Most of Wilmington Large's fundamental indicators, such as One Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Wilmington Large Cap Strategy is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
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.
Competition

Based on the recorded statements, Wilmington Large Cap Strategy has an One Year Return of 28.8078%. This is much higher than that of the Wilmington Funds family and significantly higher than that of the Large Blend category. The one year return for all United States funds is notably lower than that of the firm.

Wilmington One Year Return Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Wilmington Large's direct or indirect competition against its One Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Wilmington Large could also be used in its relative valuation, which is a method of valuing Wilmington Large by comparing valuation metrics of similar companies.
Wilmington Large is currently under evaluation in one year return among similar funds.

Fund Asset Allocation for Wilmington Large

The fund invests 99.97% of asset under management in tradable equity instruments, with the rest of investments concentrated in various types of exotic instruments.
Asset allocation divides Wilmington Large's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.

Wilmington Fundamentals

About Wilmington Large Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Wilmington Large Cap Strategy's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Wilmington Large using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Wilmington Large Cap Strategy based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.

Also Currently Popular

Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Wilmington Large Cap Strategy. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in gross domestic product.
You can also try the Performance Analysis module to check effects of mean-variance optimization against your current asset allocation.
Please note, there is a significant difference between Wilmington Large's value and its price as these two are different measures arrived at by different means. Investors typically determine if Wilmington Large is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Wilmington Large's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.