Delaware National Financial Statements From 2010 to 2024
| CXHYX Fund | USD 10.30 0.01 0.1% |
Check Delaware National financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Delaware National's main balance sheet or income statement drivers, such as , as well as many indicators such as . Delaware financial statements analysis is a perfect complement when working with Delaware National Valuation or Volatility modules.
Delaware |
Delaware National High Yield Mutual Fund Three Year Return Analysis
Delaware National's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Delaware National Three Year Return | (0.34) % |
Most of Delaware National's fundamental indicators, such as Three Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Delaware National High Yield is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
| Competition |
Based on the latest financial disclosure, Delaware National High Yield has a Three Year Return of -0.338%. This is 103.1% lower than that of the Delaware Funds by Macquarie family and significantly lower than that of the High Yield Muni category. The three year return for all United States funds is notably higher than that of the company.
Delaware National High Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Delaware National's current stock value. Our valuation model uses many indicators to compare Delaware National value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Delaware National competition to find correlations between indicators driving Delaware National's intrinsic value. More Info.Delaware National High Yield is the top fund in annual yield among similar funds. It also is the top fund in year to date return among similar funds creating about 1,175 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Delaware National's earnings, one of the primary drivers of an investment's value.About Delaware National Financial Statements
Delaware National investors use historical fundamental indicators, such as Delaware National's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Delaware National. Please read more on our technical analysis and fundamental analysis pages.
Under normal circumstances, the fund will invest at least 80 percent of its net assets, plus the amount of any borrowings for investment purposes, in municipal securities the income from which is exempt from federal income tax. It will invest primarily in lower-rated municipal securities, which typically offer higher income potential and involve greater risk than higher-quality securities.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Delaware Mutual Fund
Delaware National 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 National security.
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