Wilmington Trust Retirement Fund Manager Performance Evaluation
| WBRMEX Fund | USD 343.55 2.22 0.65% |
The entity maintains a market beta of 1.13, which attests to a somewhat significant risk relative to the market. Wilmington Trust returns are very sensitive to returns on the market. As the market goes up or down, Wilmington Trust is expected to follow.
Risk-Adjusted Performance
12 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Wilmington Trust Retirement are ranked lower than 12 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Wilmington Trust may actually be approaching a critical reversion point that can send shares even higher in January 2025.
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Wilmington Trust Relative Risk vs. Return Landscape
If you would invest 31,365 in Wilmington Trust Retirement on September 13, 2024 and sell it today you would earn a total of 2,990 from holding Wilmington Trust Retirement or generate 9.53% return on investment over 90 days. Wilmington Trust Retirement is generating 0.1486% of daily returns assuming 0.906% volatility of returns over the 90 days investment horizon. Simply put, 8% of all funds have less volatile historical return distribution than Wilmington Trust, and 98% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Wilmington Trust Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Wilmington Trust's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Wilmington Trust Retirement, and traders can use it to determine the average amount a Wilmington Trust'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 = 0.164
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| Cash | WBRMEX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.91 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.15 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.16 actual daily | 12 88% of assets perform better |
Based on monthly moving average Wilmington Trust is performing at about 12% 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 Trust by adding it to a well-diversified portfolio.
About Wilmington Trust Performance
Evaluating Wilmington Trust's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Wilmington Trust 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 Trust 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.
Wilmington Trust is entity of United States. It is traded as Fund on NASDAQ exchange.Things to note about Wilmington Trust Ret performance evaluation
Checking the ongoing alerts about Wilmington Trust for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Wilmington Trust Ret 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: 6 Must-Have Vanguard Mutual Funds To Invest In - Forbes |
- Analyzing Wilmington Trust'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 Trust's stock is overvalued or undervalued compared to its peers.
- Examining Wilmington Trust'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 Trust's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Wilmington Trust's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Wilmington Trust's fund. These opinions can provide insight into Wilmington Trust's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Wilmington Fund
Wilmington Trust financial ratios help investors to determine whether Wilmington 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 Trust security.
| Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk |