Wilmington Real Competition

WMRIX -  USA Fund  

USD 16.80  0.10  0.59%

Wilmington Real Asset competes with American Funds; as well as few others. The fund is listed under World Allocation category and is part of Wilmington Funds family. Analyzing Wilmington Real competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Wilmington Real to its intrinsic valuation because they are able to contrast its competitors on a relative basis.
You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Wilmington Real competition on your existing holdings. Check out Wilmington Real Correlation with its peers.

Search Competition 

 
Refresh

Specify up to 10 symbols:

Sophisticated investors, who have witnessed many market ups and downs, frequently view the market will even out over time. This tendency of Wilmington Real's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy. Please use the tools below to analyze the current value of Wilmington Real in the context of predictive analytics.
Hype
Prediction
LowEstimated ValueHigh
15.1218.6619.32
Details
Intrinsic
Valuation
LowReal ValueHigh
16.3016.9617.62
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Wilmington Real. Your research has to be compared to or analyzed against Wilmington Real's peers to derive any actionable benefits. When done correctly, Wilmington Real's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy towards taking a position in Wilmington Real Asset.

Wilmington Real Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Wilmington Real and its competitors represents the degree of relationship between the price movements of corresponding stocks. A correlation of about +1.0 implies that the price of Wilmington and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Wilmington Real Asset does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio

Wilmington Real Competition Risk-Adjusted Indicators

Nowadays, there is a big difference between Wilmington Real stock performing well and Wilmington Real Mutual Fund doing well compared to the competition. There are way too many exceptions to the normal that investors can tell for sure what's good or bad unless they analyze Wilmington Real's multiple risk-adjusted performance indicators. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.
Mean
Deviation
Jensen
Alpha
Sortino
Ratio
Treynor
Ratio
Semi
Deviation
Information
Ratio
Expected
Shortfall
Potential
Upside
Value
At Risk
Maximum
Drawdown
TWTR
 1.41  0.03  0.02  0.05  1.80  0.0162 (1.39)  3.18 (3.09)  9.37 
MSFT
 0.72  0.22  0.33  0.41  0.28  0.24 (0.93)  1.68 (0.97)  3.56 
UBER
 1.62 (0.32)  0.00 (0.47)  0.00 (0.17)  0.00  3.01 (2.75)  7.15 
F
 1.54 (0.18)  0.00 (0.09)  0.00 (0.08)  0.00  3.40 (2.88)  9.74 
T
 0.61 (0.11)  0.00 (0.12)  0.00 (0.14)  0.00  1.00 (1.49)  3.91 
A
 0.65  0.28  0.31  1.25  0.45  0.30 (0.79)  1.68 (0.91)  5.73 
CRM
 0.88  0.10  0.08  1.50  0.83  0.07 (0.95)  2.52 (1.55)  5.00 
JPM
 1.00 (0.01)  0.00  0.01  1.28 (0.0038) (1.05)  2.06 (2.28)  6.45 
MRK
 0.67 (0.11)  0.00 (0.25)  0.00 (0.15)  0.00  1.15 (1.46)  3.62 
XOM
 1.37 (0.25)  0.00 (0.12)  0.00 (0.14)  0.00  3.22 (2.85)  7.06 

Wilmington Real Competitive Analysis

The better you understand Wilmington Real competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Wilmington Real's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Wilmington Real's competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart

Wilmington Real Competition Performance Charts

Complement your Wilmington Real position

In addition to having Wilmington Real 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?

Run Money Market Thematic Idea Now

Money Market
Money Market Theme
Funds or Etfs investing in various types of short-term (less than one year) fixed income instruments of high-quality and liquidity. Money Market theme has 40 constituents.
View All  Next Launch Money Market
Check out Wilmington Real Correlation with its peers. Note that the Wilmington Real Asset information on this page should be used as a complementary analysis to other Wilmington Real's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Price Ceiling Movement module to calculate and plot Price Ceiling Movement for different equity instruments.

Complementary Tools for Wilmington Mutual Fund analysis

When running Wilmington Real Asset price analysis, check to measure Wilmington Real's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Wilmington Real is operating at the current time. Most of Wilmington Real's value examination focuses on studying past and present price action to predict the probability of Wilmington Real's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Wilmington Real's price. Additionally, you may evaluate how the addition of Wilmington Real to your portfolios can decrease your overall portfolio volatility.
Portfolio Optimization
Compute new portfolio that will generate highest expected return given your specified tolerance for risk
Go
Shere Portfolio
Track or share privately all of your investments from the convenience of any device
Go
Stock Tickers
Use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites
Go
Correlation Analysis
Reduce portfolio risk simply by holding instruments which are not perfectly correlated
Go
Equity Search
Search for activelly traded equities including funds and ETFs from over 30 global markets
Go
Efficient Frontier
Plot and analyze your portfolio and positions against risk-return landscape of the market.
Go
Insider Screener
Find insiders across different sectors to evaluate their impact on performance
Go
ETF Directory
Find actively traded Exchange Traded Funds (ETF) from around the world
Go
Please note, there is a significant difference between Wilmington Real's value and its price as these two are different measures arrived at by different means. Investors typically determine Wilmington Real value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Wilmington Real'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.