Wilmington Multi-manager Three Year Return vs. Net Asset
| WMMRX Fund | USD 13.31 0.03 0.22% |
For Wilmington Multi-manager profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Wilmington Multi-manager to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Wilmington Multi Manager Real utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Wilmington Multi-manager's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Wilmington Multi Manager Real over time as well as its relative position and ranking within its peers.
Wilmington |
Wilmington Multi-manager Net Asset vs. Three Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Wilmington Multi-manager's current stock value. Our valuation model uses many indicators to compare Wilmington Multi-manager value to that of its competitors to determine the firm's financial worth. Wilmington Multi Manager Real is rated second in three year return among similar funds. It is rated second in net asset among similar funds making up about 390,732,042 of Net Asset per Three Year Return. Comparative valuation analysis is a catch-all model that can be used if you cannot value Wilmington Multi-manager by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Wilmington Multi-manager's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Wilmington Multi-manager's earnings, one of the primary drivers of an investment's value.Wilmington Net Asset vs. Three Year Return
Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
Wilmington Multi-manager |
| = | 1.02 % |
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
Net Asset is the current market value of a fund less its liabilities. In a nutshell, if the fund is liquidated or all of the assets is sold out, the net asset will be the amount that the shareholders would demand back from the fund.
Wilmington Multi-manager |
| = | 399.25 M |
Net Asset is the value used in calculating NAV of a fund. NAV (or Net Asset Value) is computed once a day based on the formula that uses closing prices of all positions in the fund's portfolio.
Wilmington Net Asset Comparison
Wilmington Multi is currently under evaluation in net asset among similar funds.
Wilmington Multi-manager Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Wilmington Multi-manager, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Wilmington Multi-manager will eventually generate negative long term returns. The profitability progress is the general direction of Wilmington Multi-manager's change in net profit over the period of time. It can combine multiple indicators of Wilmington Multi-manager, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The fund, under normal circumstances, invests at least 80 percent of the value of its net assets in real return assets. The Advisor anticipates allocating approximately 0-80 percent to inflation-protected debt securities, 0-80 percent to real estate-related securities and 0-60 percent to commoditynatural resource-related securities. The fund utilizes a multi-manager strategy in which the Advisor allocates and reallocates varying portions of the funds assets among a number of sub-advisors, or invests directly in ETFs or other instruments in pursuit of the funds investment strategies.
Wilmington Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Wilmington Multi-manager. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Wilmington Multi-manager position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Wilmington Multi-manager's important profitability drivers and their relationship over time.
Use Wilmington Multi-manager in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Wilmington Multi-manager position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Wilmington Multi-manager will appreciate offsetting losses from the drop in the long position's value.Wilmington Multi-manager Pair Trading
Wilmington Multi Manager Real Pair Trading Analysis
The ability to find closely correlated positions to Wilmington Multi-manager could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Wilmington Multi-manager when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Wilmington Multi-manager - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Wilmington Multi Manager Real to buy it.
The correlation of Wilmington Multi-manager is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Wilmington Multi-manager moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Wilmington Multi-manager moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Wilmington Multi-manager can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Wilmington Multi-manager position
In addition to having Wilmington Multi-manager 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 Alcohol Thematic Idea Now
Alcohol
Companies involved in production and distribution of wines and alcoholic beverages. The Alcohol theme has 47 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Alcohol Theme or any other thematic opportunities.
| View All Next | Launch |
Check out Your Current Watchlist. You can also try the Correlation Analysis module to reduce portfolio risk simply by holding instruments which are not perfectly correlated.
To fully project Wilmington Multi-manager's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Wilmington Multi-manager at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Wilmington Multi-manager's income statement, its balance sheet, and the statement of cash flows.