Wilmington Diversified Income Fund Manager Performance Evaluation
| WDIIX Fund | USD 15.15 0.08 0.53% |
The entity maintains a market beta of 0.79, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Wilmington Diversified's returns are expected to increase less than the market. However, during the bear market, the loss of holding Wilmington Diversified is expected to be smaller as well.
Risk-Adjusted Performance
Fair
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Wilmington Diversified Income are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Wilmington Diversified is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | Opinion Target-date funds and other autopilot investments may offer you free money - MarketWatch | 11/24/2025 |
Wilmington |
Wilmington Diversified Relative Risk vs. Return Landscape
If you would invest 1,437 in Wilmington Diversified Income on October 29, 2025 and sell it today you would earn a total of 78.00 from holding Wilmington Diversified Income or generate 5.43% return on investment over 90 days. Wilmington Diversified Income is currently producing 0.0904% returns and takes up 0.684% volatility of returns over 90 trading days. Put another way, 6% 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. Expected Return |
| Risk |
Wilmington Diversified Current Valuation
Fairly Valued
Today
Please note that Wilmington Diversified's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Wilmington Diversified maintains a prevalent Real Value of $15.03 per share. The last-minute price of the fund is $15.15. We determine the value of Wilmington Diversified from examining fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will grow together.
Since Wilmington Diversified is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Wilmington Mutual Fund. However, Wilmington Diversified'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. | Historical | Market 15.15 | Real 15.03 | Hype 15.15 | Naive 15.15 |
The intrinsic value of Wilmington Diversified's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Wilmington Diversified's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Wilmington Diversified Income 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 Diversified more accurately as focusing exclusively on Wilmington Diversified's fundamentals will not take into account other important factors: Wilmington Diversified Target Price Odds to finish over Current Price
The tendency of Wilmington Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 15.15 | 90 days | 15.15 | about 7.33 |
Based on a normal probability distribution, the odds of Wilmington Diversified to move above the current price in 90 days from now is about 7.33 (This Wilmington Diversified Income probability density function shows the probability of Wilmington Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Wilmington Diversified has a beta of 0.79. This entails as returns on the market go up, Wilmington Diversified average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Wilmington Diversified Income will be expected to be much smaller as well. Additionally Wilmington Diversified Income has an alpha of 0.0214, implying that it can generate a 0.0214 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Wilmington Diversified Price Density |
| Price |
Predictive Modules for Wilmington Diversified
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Wilmington Diversified. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Wilmington Diversified Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Wilmington Diversified is not an exception. The market had few large corrections towards the Wilmington Diversified's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Wilmington Diversified Income, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Wilmington Diversified within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.02 | |
β | Beta against Dow Jones | 0.79 | |
σ | Overall volatility | 0.31 | |
Ir | Information ratio | 0.01 |
Wilmington Diversified Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Wilmington Diversified for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Wilmington Diversified can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Why This CEO Wont Let Private Funds Near His Companys 401 - The Wall Street Journal | |
| The fund keeps about 32.45% of its net assets in bonds |
Wilmington Diversified Fundamentals Growth
Wilmington Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Wilmington Diversified, and Wilmington Diversified fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Wilmington Mutual Fund performance.
| Total Asset | 37.15 M | ||||
About Wilmington Diversified Performance
Evaluating Wilmington Diversified's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Wilmington Diversified has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Wilmington Diversified has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to 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.Things to note about Wilmington Diversified performance evaluation
Checking the ongoing alerts about Wilmington Diversified for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Wilmington Diversified help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Why This CEO Wont Let Private Funds Near His Companys 401 - The Wall Street Journal | |
| The fund keeps about 32.45% of its net assets in bonds |
- Analyzing Wilmington Diversified's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Wilmington Diversified's stock is overvalued or undervalued compared to its peers.
- Examining Wilmington Diversified's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Wilmington Diversified's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Wilmington Diversified's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Wilmington Diversified's mutual fund. These opinions can provide insight into Wilmington Diversified's potential for growth and whether the stock is currently undervalued or overvalued.
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.
| Idea Optimizer Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio | |
| FinTech Suite Use AI to screen and filter profitable investment opportunities | |
| AI Portfolio Prophet Use AI to generate optimal portfolios and find profitable investment opportunities | |
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. |