Delaware Floating Financial Statements From 2010 to 2025
| DDFFX Fund | USD 7.91 0.00 0.00% |
Check Delaware Floating financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Delaware Floating'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 Floating Valuation or Volatility modules.
Delaware |
Delaware Floating Rate Mutual Fund Three Year Return Analysis
Delaware Floating'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 Floating Three Year Return | 8.44 % |
Most of Delaware Floating'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 Floating Rate 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 Floating Rate has a Three Year Return of 8.4373%. This is 22.66% lower than that of the Delaware Funds by Macquarie family and significantly higher than that of the Bank Loan category. The three year return for all United States funds is notably lower than that of the firm.
Delaware Floating Rate Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Delaware Floating's current stock value. Our valuation model uses many indicators to compare Delaware Floating value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Delaware Floating competition to find correlations between indicators driving Delaware Floating's intrinsic value. More Info.Delaware Floating Rate 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 46.04 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 Floating's earnings, one of the primary drivers of an investment's value.About Delaware Floating Financial Statements
Delaware Floating investors use historical fundamental indicators, such as Delaware Floating'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 Floating. Please read more on our technical analysis and fundamental analysis pages.
The fund will invest at least 80 percent of its net assets, plus the amount of any borrowings for investment purposes, in floating rate loans and other floating rate debt securities . The manager will determine how much of the funds assets to allocate among the different types of securities in which the fund may invest based on its evaluation of economic and market conditions and its assessment of the returns and potential for appreciation that can be achieved from various sectors of the fixed income market.
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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 Floating 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 Floating security.
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