Delaware Small Financial Statements From 2010 to 2024
| DCZRX Fund | USD 33.46 0.05 0.15% |
Check Delaware Small financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Delaware Small'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 Small Valuation or Volatility modules.
Delaware |
Delaware Small Cap Mutual Fund Three Year Return Analysis
Delaware Small'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 Small Three Year Return | 3.62 % |
Most of Delaware Small'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 Small Cap 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 Small Cap has a Three Year Return of 3.6157%. This is 66.86% lower than that of the Delaware Funds by Macquarie family and significantly higher than that of the Small Blend category. The three year return for all United States funds is notably lower than that of the firm.
Delaware Small Cap Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Delaware Small's current stock value. Our valuation model uses many indicators to compare Delaware Small value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Delaware Small competition to find correlations between indicators driving Delaware Small's intrinsic value. More Info.Delaware Small Cap is one of the top funds in annual yield among similar funds. It also is one of the top funds in year to date return among similar funds creating about 2,802 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 Small's earnings, one of the primary drivers of an investment's value.About Delaware Small Financial Statements
Delaware Small investors use historical fundamental indicators, such as Delaware Small'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 Small. Please read more on our technical analysis and fundamental analysis pages.
The fund invests primarily in stocks of small companies that its investment manager believes have a combination of attractive valuations, growth prospects, and strong cash flows. Under normal circumstances, at least 80 percent of the funds net assets, plus the amount of any borrowings for investment purposes, will be in investments of small-capitalization companies . The funds manager considers small-capitalization companies to be companies within the market capitalization range of the Russell 2000 Index at the time of purchase.
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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 Small 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 Small security.
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