Nasdaq - Delayed Quote USD

Wilmington Large-Cap Strategy Instl (WMLIX)

32.65 0.00 (0.00%)
At close: 8:07:03 AM EST

Performance Overview

Morningstar Return Rating --
YTD Return 27.45%
5y Average Return 14.67%
Number of Years Up 17
Number of Years Down 3
Best 1Y Total Return (Dec 26, 2024) 32.78%
Worst 1Y Total Return (Dec 26, 2024) --
Best 3Y Total Return 32.78%
Worst 3Y Total Return 7.32%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
WMLIX
Category
YTD
27.79%
5.31%
1-Month
6.40%
-4.19%
3-Month
7.87%
3.90%
1-Year
34.06%
20.31%
3-Year
10.71%
6.48%
5-Year
15.46%
11.78%
10-Year
13.04%
10.96%
Last Bull Market
26.45%
25.56%
Last Bear Market
-16.70%
-15.11%

Annual Total Return (%) History

Year
WMLIX
Category
2024
--
--
2023
26.22%
22.32%
2022
-19.05%
-16.96%
2021
26.23%
26.07%
2020
20.98%
15.83%
2019
31.00%
28.78%
2018
-4.93%
-6.27%
2017
21.98%
20.44%

2016
10.63%
10.37%
2015
2.21%
-1.07%
2014
13.32%
10.96%
2013
32.78%
31.50%
2012
16.05%
14.96%
2011
1.10%
-1.27%
2010
13.25%
14.01%
2009
24.40%
28.17%
2008
-38.35%
-37.79%
2007
6.35%
6.16%
2006
13.08%
14.17%
2005
5.48%
5.88%
2004
10.17%
10.02%
2003
--
27.05%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 10.24% 3.49% 6.04% --
2023 7.33% 8.55% -3.17% 11.89%
2022 -5.04% -16.70% -4.60% 7.27%
2021 5.95% 8.54% 0.17% 9.58%
2020 -19.91% 21.67% 9.35% 13.54%
2019 13.90% 4.16% 1.34% 8.95%
2018 -0.50% 3.42% 7.41% -13.99%
2017 5.98% 3.08% 4.67% 6.68%
2016 -0.49% 2.39% 4.47% 3.93%
2015 2.65% 0.04% -6.79% 6.77%

2014 2.01% 5.04% 0.81% 4.91%
2013 10.96% 2.54% 6.05% 10.05%
2012 13.23% -3.37% 6.22% -0.14%
2011 6.07% 0.09% -14.68% 11.61%
2010 4.76% -12.55% 11.47% 10.89%
2009 -10.37% 15.31% 13.77% 5.81%
2008 -10.15% -0.12% -10.70% -23.06%
2007 1.24% 5.54% 1.74% -2.16%
2006 3.71% -1.65% 3.88% 6.72%
2005 -0.73% 1.80% 3.87% 0.49%
2004 1.85% 1.46% -2.08% 8.88%
2003 10.24% -- -- --

Rank in Category (By Total Return)

YTD 34
1-Month 29
3-Month 25
1-Year 32
3-Year 45
5-Year 33

Load Adjusted Returns

1-Year 34.06%
3-Year 10.71%
5-Year 15.46%
10-Year 13.04%

Performance & Risk

YTD Return 27.45%
5y Average Return 14.67%
Rank in Category (ytd) 34
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.01
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family Wilmington Funds
Net Assets 627.85M
YTD Return 27.79%
Yield 0.97%
Morningstar Rating
Inception Date Jul 01, 2003

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.

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