Wilmington Diversified Income Fund Manager Performance Evaluation
| WDIIX Fund | USD 13.98 0.11 0.78% |
The entity maintains a market beta of -0.0466, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Wilmington Diversified are expected to decrease at a much lower rate. During the bear market, Wilmington Diversified is likely to outperform the market.
Risk-Adjusted Performance
6 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Wilmington Diversified Income are ranked lower than 6 (%) 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.
...more| Expense Ratio | 0.5000 |
Wilmington |
Wilmington Diversified Relative Risk vs. Return Landscape
If you would invest 1,348 in Wilmington Diversified Income on August 25, 2024 and sell it today you would earn a total of 50.00 from holding Wilmington Diversified Income or generate 3.71% return on investment over 90 days. Wilmington Diversified Income is currently producing 0.0584% returns and takes up 0.6898% 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 $13.76 per share. The last-minute price of the fund is $13.98. 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 13.98 | Real 13.76 | Hype 13.98 | Naive 13.92 |
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 Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Wilmington Diversified's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Wilmington Diversified Income, and traders can use it to determine the average amount a Wilmington Diversified's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0846
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Estimated Market Risk
| 0.69 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.06 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.08 actual daily | 6 94% of assets perform better |
Based on monthly moving average Wilmington Diversified is performing at about 6% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Wilmington Diversified by adding it to a well-diversified portfolio.
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.| 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.
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