Delaware Emerging Competition
| DEMIX Fund | USD 37.97 1.53 3.87% |
Delaware Emerging vs Angel Oak Correlation
Very poor diversification
The correlation between Delaware Emerging Markets and AOUNX is 0.84 (i.e., Very poor diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Delaware Emerging Markets and AOUNX in the same portfolio, assuming nothing else is changed.
Moving together with Delaware Mutual Fund
| 0.8 | OASGX | Optimum Small Mid | PairCorr |
| 0.8 | OASVX | Optimum Small Mid | PairCorr |
| 0.96 | OCIEX | Optimum International | PairCorr |
| 0.81 | OCLVX | Optimum Large Cap | PairCorr |
Moving against Delaware Mutual Fund
Delaware Emerging Competition Correlation Matrix
Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Delaware Emerging 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 Emerging Markets does not affect the price movement of the other competitor.
| -0.27 | -0.28 | -0.36 | -0.13 | -0.29 | ESFCX | ||
| -0.27 | 0.96 | 0.92 | 0.78 | 0.99 | TSDCX | ||
| -0.28 | 0.96 | 0.93 | 0.78 | 0.97 | CDICX | ||
| -0.36 | 0.92 | 0.93 | 0.64 | 0.94 | PRMDX | ||
| -0.13 | 0.78 | 0.78 | 0.64 | 0.78 | QLENX | ||
| -0.29 | 0.99 | 0.97 | 0.94 | 0.78 | AOUNX | ||
High positive correlations
| High negative correlations
|
Risk-Adjusted Indicators
There is a big difference between Delaware Mutual Fund performing well and Delaware Emerging 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 Emerging'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 Deviation | Jensen Alpha | Sortino Ratio | Treynor Ratio | Semi Deviation | Expected Shortfall | Potential Upside | Value @Risk | Maximum Drawdown | ||
|---|---|---|---|---|---|---|---|---|---|---|
| ESFCX | 0.36 | 0.00 | (0.03) | 0.02 | 0.72 | 0.44 | 7.97 | |||
| TSDCX | 0.04 | 0.00 | 0.00 | 0.75 | 0.00 | 0.11 | 0.44 | |||
| CDICX | 0.06 | 0.00 | (0.46) | 0.12 | 0.00 | 0.13 | 0.45 | |||
| PRMDX | 0.03 | 0.00 | 0.00 | (0.13) | 0.00 | 0.19 | 0.39 | |||
| QLENX | 0.33 | 0.08 | 0.09 | 0.93 | 0.16 | 0.85 | 1.88 | |||
| AOUNX | 0.05 | 0.01 | (0.35) | (2.94) | 0.00 | 0.10 | 0.51 |
Delaware Emerging Competitive Analysis
The better you understand Delaware Emerging competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Delaware Emerging'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 Emerging'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 |
Delaware Emerging Competition Performance Charts
Five steps to successful analysis of Delaware Emerging Competition
Delaware Emerging'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 Emerging Markets in relation to its competition. Delaware Emerging's competition analysis typically involves several steps, including:- Identifying the key players in the market: This involves identifying the major competitors of Delaware Emerging 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 Emerging's competitive landscape.
- Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Delaware Emerging Markets, 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.
Complement your Delaware Emerging position
In addition to having Delaware Emerging 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 Sports Thematic Idea Now
Sports
Companies in sporting activities arena as well as manufacturers of sporting goods and sport retailers. The Sports theme has 25 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 Sports Theme or any other thematic opportunities.
| View All Next | Launch |
Other Information on Investing in Delaware Mutual Fund
Delaware Emerging 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 Emerging security.
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators | |
| Competition Analyzer Analyze and compare many basic indicators for a group of related or unrelated entities | |
| Headlines Timeline Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity | |
| Portfolio Analyzer Portfolio analysis module that provides access to portfolio diagnostics and optimization engine |