Wilmington Trust Collective Fund Manager Performance Evaluation
| WCBFIX Fund | USD 11.13 0.01 0.09% |
The entity maintains a market beta of 0.0379, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Wilmington Trust's returns are expected to increase less than the market. However, during the bear market, the loss of holding Wilmington Trust is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Wilmington Trust Collective has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong fundamental drivers, Wilmington Trust is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreWilmington |
Wilmington Trust Relative Risk vs. Return Landscape
If you would invest 1,115 in Wilmington Trust Collective on October 25, 2024 and sell it today you would lose (2.00) from holding Wilmington Trust Collective or give up 0.18% of portfolio value over 90 days. Wilmington Trust Collective is producing return of less than zero assuming 0.2977% volatility of returns over the 90 days investment horizon. Simply put, 2% of all funds have less volatile historical return distribution than Wilmington Trust, and 99% 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 Collective, 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 = -0.0086
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | WCBFIX |
Estimated Market Risk
| 0.3 actual daily | 2 98% of assets are more volatile |
Expected Return
| 0.0 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.01 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Wilmington Trust is not performing at its full potential. However, 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 Wilmington Trust 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.
Things to note about Wilmington Trust Col 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 Col help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Wilmington Trust Col generated a negative expected return over the last 90 days |
- 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.
| Piotroski F Score Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals | |
| Analyst Advice Analyst recommendations and target price estimates broken down by several categories |