Wilmington Mutual Fund Manager Performance Evaluation

WMMRX -  USA Fund  

USD 16.59  0.10  0.60%

The entity maintains a market beta of 0.0137, which attests to not very significant fluctuations relative to the market. Let's try to break down what Wilmington's beta means in this case. As returns on the market increase, Wilmington Real returns are expected to increase less than the market. However, during the bear market, the loss on holding Wilmington Real will be expected to be smaller as well. Although it is extremely important to respect Wilmington Real Asset historical price patterns, it is better to be realistic regarding the information on equity current price history. The philosophy towards determining future performance of any fund is to evaluate the business as a whole together with its past performance, including all available fundamental and technical indicators. By examining Wilmington Real Asset technical indicators, you can presently evaluate if the expected return of 0.0798% will be sustainable into the future.

Search Mutual Fund Performance 

 Wilmington Performance
8 of 100
Compared to the overall equity markets, risk-adjusted returns on investments in Wilmington Real Asset are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Wilmington Real is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
Fifty Two Week Low12.49
Fifty Two Week High16.69
Annual Report Expense Ratio1.08%

Wilmington Real Relative Risk vs. Return Landscape

If you would invest  1,581  in Wilmington Real Asset on June 21, 2021 and sell it today you would earn a total of  78.00  from holding Wilmington Real Asset or generate 4.93% return on investment over 90 days. Wilmington Real Asset is currently producing 0.0798% returns and takes up 0.6581% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Wilmington, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
 Daily Expected Return (%) 
      Risk (%) 
Assuming the 90 days horizon Wilmington Real is expected to generate 1.04 times more return on investment than the market. However, the company is 1.04 times more volatile than its market benchmark. It trades about 0.12 of its potential returns per unit of risk. The DOW is currently generating roughly 0.05 per unit of risk.

Wilmington Real Current Valuation

Fairly Valued
19th of September 2021
Please note that Wilmington Real's price fluctuation is very steady at this time.
Wilmington Real Asset maintains a prevalent Real Value of $16.52 per share. The last-minute price of the fund is $16.59. At this time, the fund appears to be fairly valued. We determine the value of Wilmington Real Asset from examining fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued securities and dropping overvalued securities since, at some point, stock prices and their ongoing real values will grow together.
Our valuation method for Wilmington Real Asset is useful when determining the fair value of the Wilmington mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Wilmington Real. Since Wilmington Real is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Wilmington Mutual Fund. However, Wilmington Real's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value.
Real Value
Estimating the potential upside or downside of Wilmington Real Asset helps investors to forecast how Wilmington mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Wilmington Real more accurately as focusing exclusively on Wilmington Real's fundamentals will not take into account other important factors:
Band Projection (param)
LowerMiddle BandUpper
LowEstimated ValueHigh
Annual Dividend
LowIncome Per ShareHigh

Wilmington Real Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Wilmington Real's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Wilmington Real Asset, and traders can use it to determine the average amount a Wilmington Real's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.

Sharpe Ratio = 0.1213

Good Returns
Average Returns
Small Returns
Negative Returns
Estimated Market Risk
  actual daily
 5 %
of total potential
Expected Return
  actual daily
 1 %
of total potential
Risk-Adjusted Return
  actual daily
 8 %
of total potential
Based on monthly moving average Wilmington Real is performing at about 8% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Wilmington Real by adding it to a well-diversified portfolio.

About Wilmington Real Performance

To evaluate Wilmington Real Asset Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Wilmington Real generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Wilmington Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Wilmington Real Asset stock market performance in a much more refined way. At Macroaxis, we take it even further. The Macroaxis performance score is an integer between 0 and 100 that represents Wilmington's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.
The investment seeks to achieve long-term preservation of capital with current income. Wilmington Real is traded on NASDAQ Exchange in the United States.

Things to note about Wilmington Real Asset

Checking the ongoing alerts about Wilmington Real for important developments is a great way to find new opportunities for your next move. Our stock alerts and notifications screener for Wilmington Real Asset help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.

Wilmington Real Alerts

Equity Alerts and Improvement Suggestions

Wilmington Real is unlikely to experience financial distress in the next 2 years
Wilmington Real Asset generated five year return of 0.0%
This fund keeps about 16.27% of its net assets in cash
Check out Your Current Watchlist. 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 Money Managers module to screen money managers from public funds and ETFs managed around the world.

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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.