Wilmington Intermediate-ter Competition

Mutual Funds . USA . 
Fund . Wilmington Intermediate Term Bond
ARIFX Fund  USD 11.51  0.06  0.52%   
Wilmington Intermediate-ter competes with Aristotle Funds, Aristotle Funds, Aristotle International, Aristotle Funds, and Aristotle Funds; as well as few others. The fund is listed under Foreign Large Blend category and is part of Aristotle Funds family. Analyzing Wilmington Intermediate-ter 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 Intermediate-ter to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Wilmington Intermediate-ter Correlation with its peers.
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 Intermediate-ter competition on your existing holdings.
  
Specify up to 10 symbols:
Hype
Prediction
LowEstimatedHigh
10.7611.5212.28
Details
Intrinsic
Valuation
LowRealHigh
10.8411.6012.36
Details
Naive
Forecast
LowNextHigh
10.5911.3512.11
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
11.4311.4911.55
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Wilmington Intermediate-ter. Your research has to be compared to or analyzed against Wilmington Intermediate-ter's peers to derive any actionable benefits. When done correctly, Wilmington Intermediate-ter's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Wilmington Intermediate-ter.

Wilmington Intermediate-ter Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Wilmington Intermediate-ter and its competitors represents the degree of relationship between the price movements of corresponding funds. 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 Intermediate-ter does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
ARIFX
+ 1.0
ARAFX
ARIQX
+ 1.0
ARAQX
ARAGX
+ 0.99
ARALX
ARABX
+ 0.96
ARAHX
ARILX
+ 0.95
ARALX
ARIOX
+ 0.95
ARAFX
  
High negative correlations   
ARAFX
- 0.33
ARAGX
ARILX
- 0.32
ARAFX
ARIFX
- 0.32
ARAGX
ARIFX
- 0.31
ARILX
ARAFX
- 0.28
ARALX
ARIFX
- 0.27
ARALX

Risk-Adjusted Indicators

There is a big difference between Wilmington Mutual Fund performing well and Wilmington Intermediate-ter Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Wilmington Intermediate-ter's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.
Mean DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
ARALX  0.58  0.00 (0.01) 0.12  0.80 
(0.63)
 1.45 
(1.73)
 4.24 
ARAGX  0.74 (0.01)(0.01) 0.11  1.06 
(0.69)
 1.74 
(2.24)
 5.26 
ARAFX  0.58 (0.07) 0.00 (0.05) 0.00 
 0.00 
 1.57 
(1.10)
 3.99 
ARAHX  0.74  0.10 (0.01) 1.31  0.82 
(0.86)
 1.75 
(1.37)
 6.16 
ARABX  0.79  0.07 (0.04) 1.39  0.83 
(0.90)
 1.74 
(1.38)
 7.00 
ARAQX  0.54 (0.03)(0.07) 0.09  0.54 
(0.65)
 1.21 
(1.05)
 3.57 
ARIOX  0.52 (0.09) 0.00 (0.04) 0.00 
 0.00 
 1.16 
(1.08)
 3.39 
ARIQX  0.54 (0.03)(0.06) 0.09  0.55 
(0.63)
 1.24 
(1.07)
 3.74 
ARILX  0.63  0.09 (0.03)(1.83) 0.88 
(0.66)
 1.42 
(1.69)
 4.22 
ARIFX  0.58 (0.07) 0.00 (0.05) 0.00 
 0.00 
 1.63 
(1.11)
 3.97 
All Fundamental Data

Wilmington Intermediate-ter Competitive Analysis

The better you understand Wilmington Intermediate-ter competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Wilmington Intermediate-ter'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 Intermediate-ter'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
ARIFX ARALX ARAGX ARAFX ARAHX ARABX ARAQX ARIOX ARIQX ARILX
 0.52 
 11.51 
Wilmington
 0.21 
 14.38 
Aristotle
 0.1 
 10.39 
Aristotle
 0.47 
 10.73 
Aristotle
 1.76 
 7.83 
Aristotle
 1.71 
 15.56 
Aristotle
 0.88 
 11.45 
Aristotle
 0.71 
 15.63 
Aristotle/saul
 0.81 
 11.21 
Aristotle
 0.20 
 14.69 
Aristotle
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Very steady
Not too volatile
Very steady
Very steady
Very steady
Very steady
Very steady
Market Performance
(90 Days Performance)
Very Weak
OK
OK
Very Weak
OK
Insignificant
OK
Very Weak
OK
OK
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Low
Low
Low
Low
Low
Low
Low
Low
Current Valuation
(Equity Enterprise Value)
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Over Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Hold
Strong Hold
Hold
Hold
Hold
Cautious Hold
Strong Hold
Strong Hold
Strong Hold
Strong Sell
Cash Position Weight
6.41
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Three Year Return
7.82
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Net Asset
555.13 M
429.55 M
305.86 M
622.22 M
42.71 M
207.3 M
677.18 M
54.12 M
677.18 M
429.55 M
Annual Yield
0.002
0.0054
N/A
N/A
0.0099
N/A
N/A
N/A
N/A
0.0026
Minimum Initial Investment
1000 K
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Five Year Return
6.77
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
One Year Return
6.33
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Last Dividend Paid
0.02
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Bond Positions Weight
93.59
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Ten Year Return
5.48
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Day Typical Price
11.51
14.38
10.39
10.73
7.83
15.56
11.45
15.63
11.21
14.69
Daily Balance Of Power
9.2 T
9.2 T
9.2 T
9.2 T
(9,223,372,036,855)
(9,223,372,036,855)
9.2 T
9.2 T
9.2 T
(9,223,372,036,855)
Period Momentum Indicator
0.06
0.03
0.01
0.05
(0.14)
(0.27)
0.1
0.11
0.09
(0.03)
Rate Of Daily Change
1.01
1.0
1.0
1.0
0.98
0.98
1.01
1.01
1.01
1.0
Day Median Price
11.51
14.38
10.39
10.73
7.83
15.56
11.45
15.63
11.21
14.69
Price Action Indicator
0.03
0.015
0.005
0.025
(0.07)
(0.13)
0.05
0.055
0.045
(0.01)
Relative Strength Index
11.57
33.78
58.77
11.18
15.41
11.74
11.15
10.35
11.12
32.5
Coefficient Of Variation
(8,882)
735.48
931.78
(7,007)
909.33
1338.5
847.1
(6,089)
848.75
912.89
Mean Deviation
0.5809
0.578
0.7386
0.5774
0.7403
0.786
0.5437
0.5163
0.543
0.6285
Jensen Alpha
(0.07)
0.0031
(0.01)
(0.07)
0.0981
0.071
(0.03)
(0.09)
(0.03)
0.0946
Total Risk Alpha
(0.14)
(0.03)
(0.06)
(0.14)
(0.06)
(0.11)
(0.04)
(0.13)
(0.04)
(0.05)
Sortino Ratio
N/A
(0.01)
(0.01)
N/A
(0.01)
(0.04)
(0.07)
N/A
(0.06)
(0.03)
Downside Variance
N/A
1.11
2.08
N/A
0.9863
0.9389
0.47
N/A
0.4794
1.15
Standard Deviation
0.7815
0.8641
1.08
0.7768
1.07
1.17
0.7248
0.6828
0.7299
0.9015
Kurtosis
0.7816
2.33
1.6
0.7403
4.97
7.02
1.23
0.288
1.6
1.75
Potential Upside
1.63
1.45
1.74
1.57
1.75
1.74
1.21
1.16
1.24
1.42
Treynor Ratio
(0.05)
0.1244
0.1138
(0.05)
1.31
1.39
0.0898
(0.04)
0.0896
(1.83)
Maximum Drawdown
3.97
4.24
5.26
3.99
6.16
7.0
3.57
3.39
3.74
4.22
Variance
0.6107
0.7467
1.17
0.6034
1.15
1.38
0.5254
0.4662
0.5327
0.8127
Market Risk Adjusted Performance
(0.04)
0.1344
0.1238
(0.04)
1.32
1.4
0.0998
(0.03)
0.0996
(1.82)
Risk Adjusted Performance
(0.01)
0.1054
0.0852
(0.01)
0.0872
0.0608
0.09
(0.01)
0.0899
0.0855
Skewness
0.3684
(0.56)
(0.66)
0.2885
1.03
1.48
0.4086
0.0401
0.5472
(0.55)
Semi Deviation
N/A
0.7955
1.06
N/A
0.8243
0.8349
0.5444
N/A
0.5485
0.8812
Information Ratio
(0.18)
(0.02)
(0.01)
(0.18)
(0.01)
(0.04)
(0.06)
(0.21)
(0.06)
(0.04)
Value At Risk
(1.11)
(1.73)
(2.24)
(1.10)
(1.38)
(1.38)
(1.05)
(1.08)
(1.07)
(1.69)
Expected Short fall
N/A
(0.63)
(0.69)
N/A
(0.86)
(0.90)
(0.65)
N/A
(0.63)
(0.66)
Downside Deviation
N/A
1.05
1.44
N/A
0.9931
0.969
0.6856
N/A
0.6924
1.07
Semi Variance
N/A
0.6328
1.12
N/A
0.6795
0.697
0.2964
N/A
0.3008
0.7765

Wilmington Intermediate-ter Competition Performance Charts

Five steps to successful analysis of Wilmington Intermediate-ter Competition

Wilmington Intermediate-ter's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Wilmington Intermediate-ter in relation to its competition. Wilmington Intermediate-ter's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Wilmington Intermediate-ter in the market, both direct and indirect, as well as new entrants and disruptive technologies.
  • Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
  • Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Wilmington Intermediate-ter's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Wilmington Intermediate-ter, and developing a strategy to address them.
  • Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

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Corona Opportunity Theme
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Other Information on Investing in Wilmington Mutual Fund

Wilmington Intermediate-ter financial ratios help investors to determine whether Wilmington Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Wilmington with respect to the benefits of owning Wilmington Intermediate-ter security.
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