Wilmington Large Cap Strategy Fund Net Income
| WMLIX Fund | USD 33.65 0.68 2.06% |
As of the 7th of February, Wilmington Large-cap maintains the Downside Deviation of 0.84, market risk adjusted performance of 0.185, and Mean Deviation of 0.7843. Relative to fundamental indicators, the technical analysis model lets you check existing technical drivers of Wilmington Large Cap Strategy, as well as the relationship between them.
Wilmington Large-cap's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Wilmington Large-cap's valuation are provided below:Wilmington Large Cap Strategy does not presently have any fundamental gauges for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. Wilmington |
Wilmington Large-cap 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Wilmington Large-cap's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Wilmington Large-cap.
| 11/09/2025 |
| 02/07/2026 |
If you would invest 0.00 in Wilmington Large-cap on November 9, 2025 and sell it all today you would earn a total of 0.00 from holding Wilmington Large Cap Strategy or generate 0.0% return on investment in Wilmington Large-cap over 90 days. Wilmington Large-cap is related to or competes with Small Company, Small Company, Prudential Jennison, Schwab Target, Putnam Research, Ivy Small, and American Beacon. Under normal circumstances, the fund invests at least 80 percent of the value of its net assets in a diversified portfol... More
Wilmington Large-cap Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Wilmington Large-cap's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Wilmington Large Cap Strategy upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.84 | |||
| Information Ratio | 0.0717 | |||
| Maximum Drawdown | 14.86 | |||
| Value At Risk | (1.23) | |||
| Potential Upside | 1.49 |
Wilmington Large-cap Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Wilmington Large-cap's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Wilmington Large-cap's standard deviation. In reality, there are many statistical measures that can use Wilmington Large-cap historical prices to predict the future Wilmington Large-cap's volatility.| Risk Adjusted Performance | 0.1042 | |||
| Jensen Alpha | 0.1122 | |||
| Total Risk Alpha | 0.0318 | |||
| Sortino Ratio | 0.1504 | |||
| Treynor Ratio | 0.175 |
Wilmington Large-cap February 7, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.1042 | |||
| Market Risk Adjusted Performance | 0.185 | |||
| Mean Deviation | 0.7843 | |||
| Semi Deviation | 0.5791 | |||
| Downside Deviation | 0.84 | |||
| Coefficient Of Variation | 815.51 | |||
| Standard Deviation | 1.76 | |||
| Variance | 3.1 | |||
| Information Ratio | 0.0717 | |||
| Jensen Alpha | 0.1122 | |||
| Total Risk Alpha | 0.0318 | |||
| Sortino Ratio | 0.1504 | |||
| Treynor Ratio | 0.175 | |||
| Maximum Drawdown | 14.86 | |||
| Value At Risk | (1.23) | |||
| Potential Upside | 1.49 | |||
| Downside Variance | 0.7056 | |||
| Semi Variance | 0.3354 | |||
| Expected Short fall | (0.94) | |||
| Skewness | 5.8 | |||
| Kurtosis | 42.0 |
Wilmington Large Cap Backtested Returns
Wilmington Large-cap appears to be very steady, given 3 months investment horizon. Wilmington Large Cap shows Sharpe Ratio of 0.13, which attests that the fund had a 0.13 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Wilmington Large Cap, which you can use to evaluate the volatility of the fund. Please utilize Wilmington Large-cap's Downside Deviation of 0.84, mean deviation of 0.7843, and Market Risk Adjusted Performance of 0.185 to validate if our risk estimates are consistent with your expectations. The entity maintains a market beta of 1.18, which attests to a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Wilmington Large-cap will likely underperform.
Auto-correlation | 0.01 |
Virtually no predictability
Wilmington Large Cap Strategy has virtually no predictability. Overlapping area represents the amount of predictability between Wilmington Large-cap time series from 9th of November 2025 to 24th of December 2025 and 24th of December 2025 to 7th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Wilmington Large Cap price movement. The serial correlation of 0.01 indicates that just 1.0% of current Wilmington Large-cap price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.01 | |
| Spearman Rank Test | 0.27 | |
| Residual Average | 0.0 | |
| Price Variance | 0.05 |
Because income is reported on the Income Statement of a company and is measured in dollars some investors prefer to use Profit Margin, which measures income as a percentage of sales.
| Competition |
Based on the recorded statements, Wilmington Large Cap Strategy reported net income of 0.0. This indicator is about the same for the Wilmington Funds average (which is currently at 0.0) family and about the same as Large Blend (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
Wilmington Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Wilmington Large-cap's current stock value. Our valuation model uses many indicators to compare Wilmington Large-cap value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Wilmington Large-cap competition to find correlations between indicators driving Wilmington Large-cap's intrinsic value. More Info.Wilmington Large Cap Strategy is rated below average in price to earning among similar funds. It is presently regarded as number one fund 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 Large Cap Strategy is roughly 7.34 . 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 Large-cap's earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for Wilmington Large-cap
The fund invests 99.97% of asset under management in tradable equity instruments, with the rest of investments concentrated in various types of exotic instruments.Asset allocation divides Wilmington Large-cap'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 for 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 manage securities in the fund's portfolio as market conditions and the fund's objectives change.
Wilmington Fundamentals
| Price To Earning | 18.78 X | ||||
| Price To Book | 2.56 X | ||||
| Price To Sales | 1.78 X | ||||
| Total Asset | 601.1 M | ||||
| Annual Yield | 0.01 % | ||||
| Year To Date Return | 2.08 % | ||||
| One Year Return | 16.43 % | ||||
| Three Year Return | 20.71 % | ||||
| Five Year Return | 13.88 % | ||||
| Ten Year Return | 12.93 % | ||||
| Net Asset | 601.1 M | ||||
| Minimum Initial Investment | 100 K | ||||
| Last Dividend Paid | 0.07 | ||||
| Equity Positions Weight | 99.97 % |
About Wilmington Large-cap Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Wilmington Large Cap Strategy's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Wilmington Large-cap using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Wilmington Large Cap Strategy 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.
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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 Large-cap 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 Large-cap security.
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