Wilmington Diversified Financial Statements From 2010 to 2024
| WDIIX Fund | USD 13.98 0.11 0.78% |
Check Wilmington Diversified financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Wilmington Diversified's main balance sheet or income statement drivers, such as , as well as many indicators such as . Wilmington financial statements analysis is a perfect complement when working with Wilmington Diversified Valuation or Volatility modules.
Wilmington |
Wilmington Diversified Income Mutual Fund Ten Year Return Analysis
Wilmington Diversified's Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
More About Ten Year Return | All Equity Analysis
Ten Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Wilmington Diversified Ten Year Return | 5.35 % |
Most of Wilmington Diversified's fundamental indicators, such as Ten 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 Diversified Income is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
| Competition |
Based on the latest financial disclosure, Wilmington Diversified Income has a Ten Year Return of 5.35%. This is much higher than that of the Wilmington Funds family and significantly higher than that of the Large Value category. The ten year return for all United States funds is notably lower than that of the firm.
Wilmington Diversified Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Wilmington Diversified's current stock value. Our valuation model uses many indicators to compare Wilmington Diversified value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Wilmington Diversified competition to find correlations between indicators driving Wilmington Diversified's intrinsic value. More Info.Wilmington Diversified Income is presently regarded as number one fund in annual yield among similar funds. It also is presently regarded as number one fund in year to date return among similar funds creating about 781.25 of Year To Date Return per Annual Yield. 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 Diversified's earnings, one of the primary drivers of an investment's value.About Wilmington Diversified Financial Statements
Wilmington Diversified investors use historical fundamental indicators, such as Wilmington Diversified's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Wilmington Diversified. Please read more on our technical analysis and fundamental analysis pages.
Under normal circumstances, the fund invests at least 80 percent of the value of its net assets in securities that produce dividend income. The funds strategy targets a portfolio level dividend yield of two times the SP 500 dividend yield and seeks capital appreciation over a multi-year investment horizon principally through investments in U.S. large cap stocks, while maintaining low volatility versus the broader U.S. large-cap equity market.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Wilmington Mutual Fund
Wilmington Diversified 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 Diversified security.
| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing | |
| Portfolio Analyzer Portfolio analysis module that provides access to portfolio diagnostics and optimization engine | |
| Portfolio Optimization Compute new portfolio that will generate highest expected return given your specified tolerance for risk | |
| Global Markets Map Get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes |