Delaware Extended Financials
| DEERX Fund | USD 14.64 0.11 0.76% |
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 Extended Fund Summary
Delaware Extended competes with Maryland Tax, Ultra-short Fixed, Federated Ultrashort, Ambrus Core, and Inflation-protected. 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 corporate bonds . It may also invest up to 20 percent of its net assets in high yield corporate bonds . In addition, the fund may invest up to 40 percent of its total assets in foreign securities, but the funds total non-U.S.-dollar currency exposure will be limited, in the aggregate, to no more than 25 percent of net assets.Specialization | Long-Term Bond, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Delaware Group Income |
| Mutual Fund Family | Delaware Funds by Macquarie |
| Mutual Fund Category | Long-Term Bond |
| Benchmark | Dow Jones Industrial |
| Phone | 800 523 1918 |
| Currency | USD - US Dollar |
Delaware Extended Key Financial Ratios
Delaware Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Delaware Extended's current stock value. Our valuation model uses many indicators to compare Delaware Extended value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Delaware Extended competition to find correlations between indicators driving Delaware Extended's intrinsic value. More Info.Delaware Extended Duration is one of the top funds in price to earning among similar funds. It also is one of the top funds in annual yield among similar funds . The ratio of Price To Earning to Annual Yield for Delaware Extended Duration is about 7,276 . 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 Extended's earnings, one of the primary drivers of an investment's value.Delaware Extended Systematic Risk
Delaware Extended's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Delaware Extended 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 Extended correlated with the market. If Beta is less than 0 Delaware Extended generally moves in the opposite direction as compared to the market. If Delaware Extended Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Delaware Extended is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Delaware Extended is generally in the same direction as the market. If Beta > 1 Delaware Extended moves generally in the same direction as, but more than the movement of the benchmark.
Delaware Extended December 1, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Delaware Extended help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Delaware Extended Duration. We use our internally-developed statistical techniques to arrive at the intrinsic value of Delaware Extended Duration 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 Extended's daily price indicators and compare them against related drivers.
| Information Ratio | (0.22) | |||
| Maximum Drawdown | 2.66 | |||
| Value At Risk | (1.04) | |||
| Potential Upside | 1.03 |
Other Information on Investing in Delaware Mutual Fund
Delaware Extended 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 Extended security.
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