Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
WMLIX (WILMINGTON LARGE-CAP STRATEGY FUND CLASS I SHARES) 11.02% 27.48% 22.17% 9.78% 12.72% 12.65% 9.68%
Data as of 06/04/2026, Common starting date is 07/18/2003
More Performance Analytics Comparison
Name Start Date End Date
WMLIX (WILMINGTON LARGE-CAP STRATEGY FUND CLASS I SHARES) 07/18/2003 06/04/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003
Annualized Return (%) 0.44 27.48 22.17 9.78 12.72 12.65 9.68 11.02 17.02 24.27 26.23 -26.89 20.79 12.07 30.99 -4.93 22.37 11.08 2.34 13.32 32.78 16.05 1.10 13.26 24.39 -38.34 6.35 13.08 5.49 10.17 9.46
Sharpe Ratio NA 2.17 1.31 0.41 0.59 NA NA 1.92 0.75 1.61 1.71 -1.08 1.48 0.33 2.33 -0.36 3.11 0.78 0.14 1.13 2.91 1.25 0.04 0.74 0.93 -1.03 0.21 1.00 0.31 0.88 2.15
Standard Deviation(%) NA 11.97 14.97 17.69 18.75 NA NA 13.55 18.84 12.81 13.36 26.20 14.00 35.60 12.66 17.39 7.02 13.99 16.67 11.77 11.25 12.92 23.76 17.84 26.11 38.01 15.17 9.70 10.34 10.45 9.91
Draw Down(%) NA 8.84 19.15 30.90 34.27 NA NA 8.84 19.15 8.47 10.37 28.44 8.04 34.27 6.84 19.94 2.47 12.79 12.36 7.43 5.92 9.77 19.47 16.02 25.84 45.40 9.62 7.55 6.82 7.11 3.03
Yield(%) 0.00 12.51 10.58 5.86 7.31 9.10 7.08 0.17 12.76 8.79 7.68 1.11 1.23 1.51 6.80 5.84 2.17 2.40 7.83 7.63 2.05 2.16 1.75 1.38 1.26 0.75 4.75 1.55 4.21 0.72 0.16
Data as of 06/04/2026, Common starting date is 07/18/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WMLIX (WILMINGTON LARGE-CAP STRATEGY FUND CLASS I SHARES) -15.54%
Feb 2006 – Feb 2009
-7.05%
Feb 2004 – Feb 2009
5.55%
Feb 2006 – Feb 2016
6.66%
Dec 2007 – Dec 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WMLIX (WILMINGTON LARGE-CAP STRATEGY FUND CLASS I SHARES) 23.54%
Feb 2009 – Feb 2012
21.83%
Feb 2009 – Feb 2014
16.08%
Feb 2009 – Feb 2019
13.78%
Feb 2009 – Feb 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return