Wilmington International Fund Fundamentals
| WINAX Fund | USD 9.08 0.02 0.22% |
Wilmington International Fund fundamentals help investors to digest information that contributes to Wilmington International's financial success or failures. It also enables traders to predict the movement of Wilmington Mutual Fund. The fundamental analysis module provides a way to measure Wilmington International's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Wilmington International mutual fund.
Wilmington |
Wilmington International Fund Mutual Fund One Year Return Analysis
Wilmington International's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Wilmington International One Year Return | 15.31 % |
Most of Wilmington International's fundamental indicators, such as One 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 International Fund is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
| Competition |
Based on the recorded statements, Wilmington International Fund has an One Year Return of 15.309%. This is much higher than that of the Wilmington Funds family and significantly higher than that of the Foreign Large Blend category. The one year return for all United States funds is notably lower than that of the firm.
Wilmington International Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Wilmington International's current stock value. Our valuation model uses many indicators to compare Wilmington International value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Wilmington International competition to find correlations between indicators driving Wilmington International's intrinsic value. More Info.Wilmington International Fund is rated second in price to earning among similar funds. It is rated second in price to book among similar funds fabricating about 0.14 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Wilmington International Fund is roughly 7.37 . 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 International's earnings, one of the primary drivers of an investment's value.Wilmington One Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Wilmington International's direct or indirect competition against its One Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Wilmington International could also be used in its relative valuation, which is a method of valuing Wilmington International by comparing valuation metrics of similar companies.Wilmington International is presently regarded as number one fund in one year return among similar funds.
Fund Asset Allocation for Wilmington International
The fund consists of 91.55% investments in stocks, with the rest of investments allocated between different money market instruments and various exotic instruments.Asset allocation divides Wilmington International's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Wilmington Fundamentals
| Price To Earning | 15.26 X | ||||
| Price To Book | 2.07 X | ||||
| Price To Sales | 1.30 X | ||||
| Total Asset | 2.8 M | ||||
| Annual Yield | 0.03 % | ||||
| Year To Date Return | 8.31 % | ||||
| One Year Return | 15.31 % | ||||
| Three Year Return | (1.82) % | ||||
| Five Year Return | 3.95 % | ||||
| Ten Year Return | 3.97 % | ||||
| Net Asset | 505.24 M | ||||
| Last Dividend Paid | 0.12 | ||||
| Cash Position Weight | 8.43 % | ||||
| Equity Positions Weight | 91.55 % |
About Wilmington International Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Wilmington International Fund's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Wilmington International using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Wilmington International Fund based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.The fund seeks to achieve its investment goal by investing, under normal circumstances, at least 80 percent of the value of its net assets in a diversified portfolio of foreign securities including those domiciled in emerging markets. It may invest in common stocks, preferred shares, depositary receipts, equity-linked instruments of all capitalizations, and exchange-traded funds .
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 International 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 International security.
| Content Syndication Quickly integrate customizable finance content to your own investment portal | |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
| AI Portfolio Architect Use AI to generate optimal portfolios and find profitable investment opportunities | |
| Portfolio File Import Quickly import all of your third-party portfolios from your local drive in csv format |