Delaware Floating Financials
| DDFZX Fund | USD 7.92 0.00 0.00% |
Delaware |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Delaware Floating Fund Summary
Delaware Floating competes with Optimum Small, Optimum Small, Optimum Fixed, Optimum International, and Optimum Large. 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.Specialization | Bank Loan, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Mutual Fund Family | Delaware Funds by Macquarie |
| Mutual Fund Category | Bank Loan |
| Benchmark | Dow Jones Industrial |
| Currency | USD - US Dollar |
Delaware Financial Ratios 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 net asset among similar funds making up about 9,577,347,800 of Net Asset 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.Delaware Floating Rate Systematic Risk
Delaware Floating's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Delaware Floating volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was sixty with a total number of output elements of one. The Beta measures systematic risk based on how returns on Delaware Floating Rate correlated with the market. If Beta is less than 0 Delaware Floating generally moves in the opposite direction as compared to the market. If Delaware Floating Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Delaware Floating Rate is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Delaware Floating is generally in the same direction as the market. If Beta > 1 Delaware Floating moves generally in the same direction as, but more than the movement of the benchmark.
Delaware Floating December 26, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Delaware Floating help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Delaware Floating Rate. We use our internally-developed statistical techniques to arrive at the intrinsic value of Delaware Floating Rate based on widely used predictive technical indicators. In general, we focus on analyzing Delaware Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Delaware Floating's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.1648 | |||
| Information Ratio | (0.42) | |||
| Maximum Drawdown | 0.8965 | |||
| Value At Risk | (0.13) | |||
| Potential Upside | 0.1282 |
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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