Wilmington Broad Buy Hold or Sell Recommendation

WB
WABMX -- USA Fund  

USD 10.51  0.01  0.1%

Assuming the 30 trading days horizon, and your above average risk tolerance our recommendation regarding Wilmington Broad Market is 'Strong Sell'. Macroaxis provides Wilmington Broad buy hold or sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding WABMX positions. The advice algorithm takes into account all of Wilmington Broad Market available fundamental, technical, and predictive indicators you will find on this site. The advice is provided from WABMX buy-and-hold perspective. Check out Wilmington Broad Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments please use Instant Ratings tool.

Search Advice

 
Refresh

Time Horizon

Risk Tolerance

Execute Advice
Sell Wilmington BroadBuy Wilmington Broad
Strong Sell

Volatility

Hype Condition

Current Valuation

Odds of Distress

Analyst Consensus

Not Available
For the selected time horizon Wilmington Broad Market has a mean deviation of 0.163, standard deviation of 0.2304, variance of 0.0531, downside variance of 0.0476, semi variance of (0.0481) and expected short fall of (0.25)
Our recommendation tool can be used to cross verify current analyst consensus on Wilmington Broad Market and to analyze the fund potential to grow in the current economic cycle. Please utilize Wilmington Broad Market number of employees and net asset to make buy, hold, or sell decision on Wilmington Broad Market.

Wilmington Broad Trading Alerts and Improvement Suggestions

The fund keeps about 5.57% of its net assets in cash

Wilmington Broad Returns Distribution Density

The chart of the probability distribution of Wilmington Broad stock daily returns describes the distribution of returns around its average expected value. We use Wilmington Broad Market' stock's Value At Risk and its Upside Potential as a relative measure of the distribution. The distribution of Wilmington Broad returns is essential to provide solid investment advice for Wilmington Broad stock.
Mean Return0.07Value At Risk-0.29
Potential Upside0.39Standard Deviation0.23
 Return Density 
      Distribution 
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Wilmington Broad historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Wilmington Broad Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Wilmington Broad or Wilmington Broad Market sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Wilmington Broad stock's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Wilmington stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over DOW
=0.06
β
Beta against DOW=-0.01
σ
Overall volatility
=0.21
Ir
Information ratio =-1.3

Wilmington Broad Volatility Alert

Wilmington Broad Market exhibits very low volatility with skewness of 1.27 and kurtosis of 3.93. However, we advise investors to further study Wilmington Broad Market technical indicators to make sure all market info is available and is reliable.
    
 Better Than Average     
    
 Worse Than Average Compare Wilmington Broad to competition

Wilmington Broad Fundamental Vs Peers

FundamentalsWilmington BroadPeer Average
One Year Return8.40 %4.15 %
Three Year Return4.24 %3.60 %
Five Year Return3.21 %3.24 %
Ten Year Return3.63 %1.79 %
Net Asset545.44 M4.11 B
Minimum Initial Investment1 K976.16 K
Last Dividend Paid0.020.65
Cash Position Weight5.57 %10.61 %
Bond Positions Weight94.18 %11.24 %

About Wilmington Broad Buy or Sell Advice

When is the right time to buy or sell Wilmington Broad Market? Buying funds such as Wilmington Broad isn't very hard. However, what challenging for most investors is doing it at the right time to beat the stock market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily bases. Although Wilmington Broad investors may find it confusing at the beginning, most of our advising modules are very easy to use and apply. Please read more on our stock advisor page.

Did You Try This Idea?

Run Consumer Thematic Idea Now

Consumer
Consumer Theme
Funds or Etfs that invest in consumer products such as packaged goods, clothing, food, beverages and retail services. Consumer theme has 36 constituents.
View All  Next Launch Consumer
Check out Wilmington Broad Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments please use Instant Ratings tool. Please also try Competition Analyzer module to analyze and compare many basic indicators for a group of related or unrelated entities.
Macroaxis is not a registered investment advisor or broker/dealer. All investments, including stocks, funds, ETFs, or cryptocurrencies, are speculative and involve substantial risk of loss. We encourage our investors to invest carefully. Much of our information is derived directly from data published by companies or submitted to governmental agencies which we believe are reliable, but are without our independent verification. Therefore, we cannot assure you that the information is accurate or complete. We do not in any way warrant or guarantee the success of any action you take in reliance on our statements or recommendations. Also, note that past performance is not necessarily indicative of future results. All investments carry risk, and all investment decisions of an individual remain the responsibility of that individual. There is no guarantee that systems, indicators, or signals will result in profits or that they will not result in losses. All investors are advised to fully understand all risks associated with any investing they choose to do. Hypothetical or simulated performance is not indicative of future results. We make no representations or warranties that any investor will, or is likely to, achieve profits similar to those shown because hypothetical or simulated performance is not necessarily indicative of future results. For more information please visit our terms and condition page