Delaware Smid Financial Statements From 2010 to 2026
Delaware Smid's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Delaware Smid's valuation are provided below:Delaware Smid Cap does not presently have any fundamental signals for analysis.
This module can also supplement various Delaware Smid Technical models . Check out Investing Opportunities to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product.
Check Delaware Smid financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Delaware Smid'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 Smid Valuation or Volatility modules.
Delaware |
Delaware Smid Cap Mutual Fund Year To Date Return Analysis
Delaware Smid's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Delaware Smid Year To Date Return | 1.26 % |
Most of Delaware Smid's fundamental indicators, such as Year To Date 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 Smid Cap is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
CompetitionAccording to the company's disclosures, Delaware Smid Cap has a Year To Date Return of 1.2595%. This is much higher than that of the Delaware Funds by Macquarie family and significantly higher than that of the Mid-Cap Growth category. The year to date return for all United States funds is notably lower than that of the firm.
Delaware Smid Cap Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Delaware Smid's current stock value. Our valuation model uses many indicators to compare Delaware Smid value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Delaware Smid competition to find correlations between indicators driving Delaware Smid's intrinsic value. More Info.Delaware Smid Cap is one of the top funds in price to earning among similar funds. It also is one of the top funds in price to book among similar funds fabricating about 0.17 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Delaware Smid Cap is roughly 5.77 . 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 Smid's earnings, one of the primary drivers of an investment's value.Also Currently Popular
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Check out Investing Opportunities to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Portfolio Comparator module to compare the composition, asset allocations and performance of any two portfolios in your account.
Other Consideration for investing in Delaware Mutual Fund
If you are still planning to invest in Delaware Smid Cap check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Delaware Smid's history and understand the potential risks before investing.
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