Nasdaq - Delayed Quote • USD
Wilmington Large-Cap Strategy Instl (WMLIX)
At close: 8:01 PM EDT
Fund Summary
Under normal circumstances, the fund invests at least 80% of the value of its net assets in a diversified portfolio of U.S. equity (or equity-related) securities of large-cap companies (primarily common stocks). Large-cap companies are companies that have a market capitalization at the time of purchase at least equal to that of the smallest company in the Russell 1000® Index, or at least equal to that of the smallest company expected to be included in the Russell 1000 Index after its next scheduled reconstitution.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 32.78% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 17 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | 4.96% |
| 5y Average Return | 12.90% |
| Rank in Category (ytd) | 53 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.01 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| WMLIX | Category Average | WMLIX | Category Average | WMLIX | Category Average | |
| Alpha | -1.12 | -0.02 | -0.54 | -0.01 | -0.53 | -0.02 |
| BETA | 1.01 | 0.01 | 1.02 | 0.01 | 1.02 | 0.01 |
| Mean Annual Return | 0.95 | 0.01 | 1.29 | 0.01 | 1.1 | 0.01 |
| R-squared | 99.74 | 0.95 | 99.75 | 0.95 | 99.51 | 0.95 |
| Standard Deviation | 17.74 | 0.19 | 18.68 | 0.15 | 15.56 | 0.14 |
| Sharpe Ratio | 0.48 | 0.01 | 0.71 | 0.01 | 0.75 | 0.01 |
| Treynor Ratio | 7.29 | 0.16 | 12.26 | 0.15 | 10.88 | 0.12 |
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