Delaware Value Financials
| DDVCX Fund | USD 19.20 0.03 0.16% |
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 Value Fund Summary
Delaware Value competes with Virtus Convertible, Gamco Global, Fidelity Sai, and Rational/pier. 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 securities of large-capitalization companies . It invests primarily in securities of large-capitalization companies that the Manager believes have long-term capital appreciation potential. The funds advisor currently defines large-capitalization stocks as those with market capitalizations of 5 billion or greater at the time of purchase.Specialization | Large Value, Large Value |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US24610C8652 |
| Business Address | Delaware Group Equity |
| Mutual Fund Family | Delaware Funds by Macquarie |
| Mutual Fund Category | Large Value |
| Benchmark | Dow Jones Industrial |
| Phone | 800 523 1918 |
| Currency | USD - US Dollar |
Delaware Value Key Financial Ratios
Delaware Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Delaware Value's current stock value. Our valuation model uses many indicators to compare Delaware Value value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Delaware Value competition to find correlations between indicators driving Delaware Value's intrinsic value. More Info.Delaware Value Fund 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 0.11 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Delaware Value Fund is roughly 9.05 . 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 Value's earnings, one of the primary drivers of an investment's value.Delaware Value Systematic Risk
Delaware Value's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Delaware Value 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 ten with a total number of output elements of fifty-one. The Beta measures systematic risk based on how returns on Delaware Value correlated with the market. If Beta is less than 0 Delaware Value generally moves in the opposite direction as compared to the market. If Delaware Value Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Delaware Value is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Delaware Value is generally in the same direction as the market. If Beta > 1 Delaware Value moves generally in the same direction as, but more than the movement of the benchmark.
Delaware Value November 30, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Delaware Value help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Delaware Value Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Delaware Value Fund 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 Value's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.5989 | |||
| Information Ratio | (0.09) | |||
| Maximum Drawdown | 3.4 | |||
| Value At Risk | (0.88) | |||
| Potential Upside | 1.01 |
Other Information on Investing in Delaware Mutual Fund
Delaware Value 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 Value security.
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