Wilmington Five Year Return

WMMRX -  USA Fund  

USD 17.13  0.05  0.29%

Wilmington Real Asset fundamentals help investors to digest information that contributes to Wilmington Real's financial success or failures. It also enables traders to predict the movement of Wilmington Mutual Fund. This fundamental analysis module provides a way for investors to measures Wilmington Real's intrinsic value by examining all of its available economic and financial indicators and drivers, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Wilmington Real mutual fund. Please note, 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 Five Year Return 

 
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Wilmington Five Year Return Analysis

Wilmington Real's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
Five Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
More About Five Year Return | All Equity Analysis

Current Wilmington Real Five Year Return

    
  (0.30) %  
Most of Wilmington Real's fundamental indicators, such as Five 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 Real Asset is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
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Wilmington Real Five Year Return Component Assessment

According to the company disclosure, Wilmington Real Asset has a Five Year Return of -0.3%. This is much lower than that of the Wilmington Funds family and significantly lower than that of the World Allocation category. The five year return for all United States funds is notably higher than that of the company.

Wilmington Five Year Return Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Wilmington Real's direct or indirect competition against its Five 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 Real could also be used in its relative valuation, which is a method of valuing Wilmington Real by comparing valuation metrics of similar companies.
Wilmington Real is currently under evaluation in five year return among similar funds.

Fund Asset Allocation for Wilmington Real

The fund invests 28.46% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (26.4%) , cash (16.27%) and various exotic instruments.
 Value 
      Instrument Type 

Wilmington Fundamentals

About Wilmington Real Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Wilmington Real Asset's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Wilmington Real using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Wilmington Real Asset 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.
The investment seeks to achieve long-term preservation of capital with current income. Wilmington Real is traded on NASDAQ Exchange in the United States.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Wilmington Real without increasing your portfolio risk or giving up expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate.risk-adjusted returns of your individual positions relative to your overall portfolio.

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Check out Wilmington Real Piotroski F Score and Wilmington Real Altman Z Score analysis. 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 Portfolio Rebalancing module to analyze risk-adjusted returns against different time horizons to find asset-allocation targets.

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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.
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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.