Wilmington New Financials
| WNYIX Fund | USD 9.85 0.02 0.20% |
WILMINGTON |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Wilmington New Fund Summary
Wilmington New competes with Ab Global, Artisan High, Western Asset, Morningstar Aggressive, and Lgm Risk. The fund seeks to achieve its investment goal, under normal circumstances, by investing its net assets so that at least 80 percent of the income it distributes will be exempt from federal regular income tax and personal income tax imposed by the State of New York and New York municipalities. It generally invests in investment grade municipal securities. The fund seeks to maintain a weighted average maturity of three to ten years. It is non-diversified.Specialization | Muni New York Intermediate, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Wilmington Funds |
| Mutual Fund Family | Wilmington Funds |
| Mutual Fund Category | Muni New York Intermediate |
| Benchmark | Dow Jones Industrial |
| Phone | 800 836 2211 |
| Currency | USD - US Dollar |
Wilmington New Key Financial Ratios
WILMINGTON Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Wilmington New's current stock value. Our valuation model uses many indicators to compare Wilmington New value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Wilmington New competition to find correlations between indicators driving Wilmington New's intrinsic value. More Info.Wilmington New York is rated second in annual yield among similar funds. It is rated second in year to date return among similar funds creating about 286.77 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 New's earnings, one of the primary drivers of an investment's value.Wilmington New York Systematic Risk
Wilmington New's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Wilmington New volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was three with a total number of output elements of fifty-eight. The Beta measures systematic risk based on how returns on Wilmington New York correlated with the market. If Beta is less than 0 Wilmington New generally moves in the opposite direction as compared to the market. If Wilmington New Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Wilmington New York is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Wilmington New is generally in the same direction as the market. If Beta > 1 Wilmington New moves generally in the same direction as, but more than the movement of the benchmark.
Wilmington New November 23, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Wilmington New help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Wilmington New York. We use our internally-developed statistical techniques to arrive at the intrinsic value of Wilmington New York based on widely used predictive technical indicators. In general, we focus on analyzing WILMINGTON Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Wilmington New's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.3008 | |||
| Information Ratio | (0.65) | |||
| Maximum Drawdown | 1.12 | |||
| Value At Risk | (0.30) | |||
| Potential Upside | 0.3052 |
Other Information on Investing in WILMINGTON Mutual Fund
Wilmington New 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 New security.
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