Delaware Extended Competition

Mutual Funds . USA . 
Fund . Delaware Extended Duration
DEEAX Fund  USD 14.49  0.28  1.97%   
Delaware Extended competes with Optimum Small, Optimum Small, Ivy Apollo, Optimum Fixed, and Ivy Asset; as well as few others. The fund is listed under Long-Term Bond category and is part of Delaware Funds by Macquarie family. Analyzing Delaware Extended competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Delaware Extended to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Delaware Extended Correlation with its peers.
You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Delaware Extended competition on your existing holdings.
  
Specify up to 10 symbols:
Hype
Prediction
LowEstimatedHigh
13.6214.2114.80
Details
Intrinsic
Valuation
LowRealHigh
12.7913.3815.63
Details
Naive
Forecast
LowNextHigh
13.5014.0814.67
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
14.0314.2914.56
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Delaware Extended. Your research has to be compared to or analyzed against Delaware Extended's peers to derive any actionable benefits. When done correctly, Delaware Extended's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Delaware Extended.

Delaware Extended Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Delaware Extended and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Delaware and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Delaware Extended does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
OCSGX
+ 1.0
OASGX
OASVX
+ 0.96
OASGX
OCSGX
+ 0.96
OASVX
WSGAX
+ 0.95
OASGX
OCSGX
+ 0.95
WSGAX
OCLGX
+ 0.94
OASVX
  
High negative correlations   
OCLGX
- 0.74
OCFIX
OCFIX
- 0.71
OASVX
OCFIX
- 0.6
OASGX
OCSGX
- 0.59
OCFIX
OCLVX
- 0.59
OCFIX
WSGAX
- 0.46
OCFIX

Risk-Adjusted Indicators

There is a big difference between Delaware Mutual Fund performing well and Delaware Extended Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Delaware Extended's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.
Mean DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
OASGX  0.87 (0.02) 0.02  0.11  0.99 
(0.94)
 1.91 
(1.64)
 5.94 
OASVX  0.80  0.01  0.06  0.13  0.64 
(0.95)
 1.85 
(1.43)
 6.37 
IMAAX  0.34 (0.04)(0.28)(0.02) 0.41 
(0.35)
 0.62 
(0.62)
 2.28 
OCFIX  0.22 (0.03) 0.00  0.66  0.00 
 0.00 
 0.45 
(0.57)
 1.26 
WASAX  0.44 (0.04)(0.16) 0.04  0.58 
(0.46)
 0.82 
(1.09)
 3.08 
WSGAX  0.98 (0.07)(0.01) 0.07  1.08 
(1.14)
 2.15 
(1.70)
 7.25 
OCIEX  0.61 (0.09) 0.00 (0.05) 0.00 
 0.00 
 1.23 
(1.32)
 3.78 
OCLVX  0.51 (0.02)(0.07) 0.10  0.40 
(0.61)
 1.05 
(0.81)
 3.34 
OCLGX  0.75 (0.01)(0.01) 0.11  1.15 
(0.73)
 1.59 
(2.15)
 5.02 
OCSGX  0.86 (0.02) 0.02  0.10  0.93 
(0.94)
 1.91 
(1.66)
 6.05 
All Fundamental Data

Delaware Extended Competitive Analysis

The better you understand Delaware Extended competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Delaware Extended's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Delaware Extended's competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
DEEAX OASGX OASVX IMAAX OCFIX WASAX WSGAX OCIEX OCLVX OCLGX
 1.97 
 14.49 
Delaware
 1.46 
 12.49 
Optimum
 1.70 
 15.59 
Optimum
 0.52 
 9.62 
Ivy
 0.92 
 8.77 
OPTIMUM
 0.31 
 22.90 
Ivy
 1.06 
 14.24 
Ivy
 1.27 
 12.77 
Optimum
 0.64 
 20.57 
Optimum
 0.07 
 15.30 
OPTIMUM
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Market Performance
(90 Days Performance)
Very Weak
OK
OK
Very Weak
Very Weak
Weak
Modest
Very Weak
OK
OK
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Low
Low
Low
Low
Low
Low
Low
Low
Current Valuation
(Equity Enterprise Value)
Over Valued
Fairly Valued
Under Valued
Fairly Valued
Over Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Strong Sell
Strong Hold
Buy
Hold
Sell
Strong Hold
Strong Hold
Strong Hold
Strong Hold
Hold
Net Asset
408.02 M
564.02 M
559.56 M
123.8 M
2.31 B
1.81 B
1.52 B
577.72 M
1.59 B
1.71 B
Minimum Initial Investment
N/A
N/A
1 K
N/A
1 K
N/A
N/A
N/A
N/A
N/A
Price To Book
N/A
3.14
1.75
N/A
1.14
2.44
3.75
1.46
2.59
4.01
Five Year Return
-1.66
11.27
7.62
3.71
-1.06
8.59
7.09
3.2
9.39
13.12
One Year Return
9.3
26.46
24.93
9.89
6.11
20.38
25.21
15.61
25.28
34.48
Last Dividend Paid
0.02
N/A
0.09
0.07
0.07
0.18
N/A
0.03
N/A
N/A
Price To Earning
35.38
2.31
15.74
N/A
12.93
21.23
26.95
13.49
15.94
23.82
Price To Sales
N/A
1.76
0.97
N/A
0.91
2.54
1.56
0.9
1.56
2.54
Cash Position Weight
3.28
2.64
2.51
1.28
3.16
5.0
0.82
1.02
1.11
1.81
Equity Positions Weight
N/A
97.34
97.35
58.64
N/A
65.58
99.18
98.96
98.89
98.19
Three Year Return
-6.93
-3.25
2.33
0.71
-3.43
4.3
-3.75
-2.11
6.26
3.48
Annual Yield
0.0086
N/A
0.0133
0.0505
0.0053
0.0261
N/A
N/A
N/A
N/A
Year To Date Return
0.0401
15.31
14.38
4.55
0.93
13.99
14.85
7.33
17.11
27.56
Bond Positions Weight
12.64
N/A
N/A
3.89
91.48
2.23
N/A
N/A
N/A
N/A
Ten Year Return
8.08
11.08
4.74
N/A
2.87
5.11
12.06
3.48
7.65
13.85
Day Typical Price
14.49
12.49
15.59
9.62
8.77
22.9
14.24
12.77
20.57
15.3
Daily Balance Of Power
9.2 T
9.2 T
9.2 T
9.2 T
9.2 T
9.2 T
9.2 T
9.2 T
9.2 T
(9,223,372,036,855)
Period Momentum Indicator
0.28
0.18
0.26
0.05
0.08
0.07
0.15
0.16
0.13
(0.01)
Rate Of Daily Change
1.02
1.01
1.02
1.01
1.01
1.0
1.01
1.01
1.01
1.0
Day Median Price
14.49
12.49
15.59
9.62
8.77
22.9
14.24
12.77
20.57
15.3
Price Action Indicator
0.14
0.09
0.13
0.025
0.04
0.035
0.075
0.08
0.065
(0.01)
Relative Strength Index
48.74
71.52
69.19
46.29
45.7
61.66
67.62
52.79
62.93
67.25
Coefficient Of Variation
(1,306)
773.66
630.14
10606.38
(1,137)
1842.79
1085.85
(4,912)
729.83
934.85
Mean Deviation
0.4317
0.868
0.8006
0.3362
0.219
0.4377
0.9842
0.6061
0.5062
0.7451
Jensen Alpha
(0.04)
(0.02)
0.0113
(0.04)
(0.03)
(0.04)
(0.07)
(0.09)
(0.02)
(0.01)
Total Risk Alpha
(0.15)
(0.04)
(0.01)
(0.07)
(0.08)
(0.07)
(0.1)
(0.15)
(0.02)
(0.06)
Sortino Ratio
N/A
0.0172
0.0555
(0.28)
N/A
(0.16)
(0.01)
N/A
(0.07)
(0.01)
Downside Variance
N/A
1.3
0.7143
0.205
N/A
0.3918
1.47
N/A
0.3086
1.69
Standard Deviation
0.5816
1.16
1.12
0.4318
0.29
0.5853
1.32
0.7882
0.6576
1.06
Kurtosis
0.6078
1.68
5.23
0.3651
0.6841
0.9212
2.21
0.4885
1.95
1.53
Potential Upside
1.03
1.91
1.85
0.6244
0.4525
0.8197
2.15
1.23
1.05
1.59
Treynor Ratio
0.6377
0.1061
0.1295
(0.02)
0.6564
0.04
0.0748
(0.05)
0.0994
0.1114
Maximum Drawdown
2.67
5.94
6.37
2.28
1.26
3.08
7.25
3.78
3.34
5.02
Variance
0.3383
1.35
1.25
0.1864
0.0841
0.3426
1.73
0.6212
0.4325
1.12
Market Risk Adjusted Performance
0.6477
0.1161
0.1395
(0.01)
0.6664
0.05
0.0848
(0.04)
0.1094
0.1214
Risk Adjusted Performance
(0.06)
0.1025
0.1249
(0.0005)
(0.08)
0.0385
0.0748
(0.02)
0.1034
0.0848
Skewness
(0.33)
0.3183
1.41
0.1427
(0.46)
(0.39)
0.5824
0.2041
0.791
(0.62)
Semi Deviation
N/A
0.9863
0.6445
0.412
N/A
0.5777
1.08
N/A
0.4039
1.15
Information Ratio
(0.30)
0.0169
0.0419
(0.29)
(0.54)
(0.17)
(0.01)
(0.19)
(0.06)
(0.02)
Value At Risk
(1.11)
(1.64)
(1.43)
(0.62)
(0.57)
(1.09)
(1.70)
(1.32)
(0.81)
(2.15)
Expected Short fall
N/A
(0.94)
(0.95)
(0.35)
N/A
(0.46)
(1.14)
N/A
(0.61)
(0.73)
Downside Deviation
N/A
1.14
0.8452
0.4528
N/A
0.6259
1.21
N/A
0.5555
1.3
Semi Variance
N/A
0.9729
0.4153
0.1697
N/A
0.3337
1.17
N/A
0.1632
1.31

Delaware Extended Competition Performance Charts

Five steps to successful analysis of Delaware Extended Competition

Delaware Extended's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Delaware Extended in relation to its competition. Delaware Extended's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Delaware Extended in the market, both direct and indirect, as well as new entrants and disruptive technologies.
  • Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
  • Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Delaware Extended's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Delaware Extended, and developing a strategy to address them.
  • Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Delaware Extended position

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SPAC
SPAC Theme
Entities that are involved in raising capital, merging with and acquiring companies, and investing in private equity through leveraged buyouts. The SPAC theme has 25 constituents at this time.
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Other Information on Investing in Delaware Mutual Fund

Delaware Extended financial ratios help investors to determine whether Delaware 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 Delaware with respect to the benefits of owning Delaware Extended security.
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