Wilmington Global Alpha Fund Manager Performance Evaluation
| WRAAX Fund | USD 13.26 0.04 0.30% |
The entity maintains a market beta of -0.0271, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Wilmington Global are expected to decrease at a much lower rate. During the bear market, Wilmington Global is likely to outperform the market.
Risk-Adjusted Performance
5 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Wilmington Global Alpha are ranked lower than 5 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Wilmington Global is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 31st of August 2022 | |
| Expense Ratio | 1.5000 |
Wilmington |
Wilmington Global Relative Risk vs. Return Landscape
If you would invest 1,308 in Wilmington Global Alpha on August 25, 2024 and sell it today you would earn a total of 18.00 from holding Wilmington Global Alpha or generate 1.38% return on investment over 90 days. Wilmington Global Alpha is currently producing 0.0218% returns and takes up 0.2969% volatility of returns over 90 trading days. Put another way, 2% 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 Global Current Valuation
Fairly Valued
Today
Please note that Wilmington Global's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Wilmington Global Alpha maintains a prevalent Real Value of $13.1 per share. The last-minute price of the fund is $13.26. We determine the value of Wilmington Global Alpha 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 Global is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Wilmington Mutual Fund. However, Wilmington Global'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 13.26 | Real 13.1 | Hype 13.26 | Naive 13.22 |
The intrinsic value of Wilmington Global'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 Global'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 Global Alpha 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 Global more accurately as focusing exclusively on Wilmington Global's fundamentals will not take into account other important factors: Wilmington Global Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Wilmington Global's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Wilmington Global Alpha, and traders can use it to determine the average amount a Wilmington Global'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 = 0.0734
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | WRAAX |
Estimated Market Risk
| 0.3 actual daily | 2 98% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.07 actual daily | 5 95% of assets perform better |
Based on monthly moving average Wilmington Global is performing at about 5% 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 Global by adding it to a well-diversified portfolio.
Wilmington Global Fundamentals Growth
Wilmington Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Wilmington Global, and Wilmington Global 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.
| Price To Earning | 12.91 X | ||||
| Price To Book | 1.81 X | ||||
| Price To Sales | 0.97 X | ||||
| Total Asset | 310 K | ||||
About Wilmington Global Performance
Evaluating Wilmington Global's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Wilmington Global 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 Global 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.
The fund invests at least 80, under normal circumstances, of the value of its net assets in equity securities. It will invest in publicly-traded equity securities, including common stock, preferred stock and depositary receipts, of companies of all market capitalizations. The fund may invest up to 70 percent of its assets in the equity securities of non-U.S. issuers, including companies that conduct their principal business activities in emerging markets or whose securities are traded principally on exchanges in emerging markets.Things to note about Wilmington Global Alpha performance evaluation
Checking the ongoing alerts about Wilmington Global for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Wilmington Global Alpha 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 10.18% of its net assets in cash |
- Analyzing Wilmington Global'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 Global's stock is overvalued or undervalued compared to its peers.
- Examining Wilmington Global'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 Global's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Wilmington Global's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Wilmington Global's mutual fund. These opinions can provide insight into Wilmington Global's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Wilmington Mutual Fund
Wilmington Global 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 Global security.
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