Wilmington Intermediate-ter One Year Return vs. Cash Position Weight
| ARIFX Fund | USD 11.56 0.07 0.61% |
For Wilmington Intermediate-ter profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Wilmington Intermediate-ter to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Wilmington Intermediate Term Bond utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Wilmington Intermediate-ter's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Wilmington Intermediate Term Bond over time as well as its relative position and ranking within its peers.
Wilmington |
Wilmington Intermediate-ter Cash Position Weight vs. One Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Wilmington Intermediate-ter's current stock value. Our valuation model uses many indicators to compare Wilmington Intermediate-ter value to that of its competitors to determine the firm's financial worth. Wilmington Intermediate Term Bond is rated below average in one year return among similar funds. It is the top fund in cash position weight among similar funds creating about 1.01 of Cash Position Weight per One Year Return. 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 Intermediate-ter's earnings, one of the primary drivers of an investment's value.Wilmington Cash Position Weight vs. One Year Return
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.
Wilmington Intermediate-ter |
| = | 6.33 % |
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.
Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Wilmington Intermediate-ter |
| = | 6.41 % |
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
Wilmington Cash Position Weight Comparison
Wilmington Intermediate is currently under evaluation in cash position weight among similar funds.
Wilmington Intermediate-ter Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Wilmington Intermediate-ter, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Wilmington Intermediate-ter will eventually generate negative long term returns. The profitability progress is the general direction of Wilmington Intermediate-ter's change in net profit over the period of time. It can combine multiple indicators of Wilmington Intermediate-ter, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The fund invests at least 80 percent of its net assets in publicly traded equity securities or depository receipts of companies organized, headquartered or doing a substantial amount of business outside of the United States. Aristotle Capital Management, the funds Advisor, considers a company that has at least 50 percent of its assets located outside the United States or derives at least 50 percent of its revenue from business outside the United States as doing a substantial amount of business outside the United States.
Wilmington Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Wilmington Intermediate-ter. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Wilmington Intermediate-ter position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Wilmington Intermediate-ter's important profitability drivers and their relationship over time.
Use Wilmington Intermediate-ter in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Wilmington Intermediate-ter position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Wilmington Intermediate-ter will appreciate offsetting losses from the drop in the long position's value.Wilmington Intermediate-ter Pair Trading
Wilmington Intermediate Term Bond Pair Trading Analysis
The ability to find closely correlated positions to Wilmington Intermediate-ter could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Wilmington Intermediate-ter when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Wilmington Intermediate-ter - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Wilmington Intermediate Term Bond to buy it.
The correlation of Wilmington Intermediate-ter is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Wilmington Intermediate-ter moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Wilmington Intermediate-ter moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Wilmington Intermediate-ter can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Wilmington Intermediate-ter position
In addition to having Wilmington Intermediate-ter in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Alcohol Thematic Idea Now
Alcohol
Companies involved in production and distribution of wines and alcoholic beverages. The Alcohol theme has 37 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Alcohol Theme or any other thematic opportunities.
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Other Information on Investing in Wilmington Mutual Fund
To fully project Wilmington Intermediate-ter's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Wilmington Intermediate-ter at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Wilmington Intermediate-ter's income statement, its balance sheet, and the statement of cash flows.
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