Delaware Diversified Financials
| DPCFX Fund | USD 7.59 0.01 0.13% |
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 Diversified Fund Summary
Delaware Diversified competes with Optimum Small, Optimum Small, Ivy Apollo, Optimum Fixed, and Ivy Asset. The fund invests in the following four sectors of the fixed income securities markets the U.S. investment grade sector, the U.S. high yield sector, the international developed markets sector, and the emerging markets sector. It normally invests at least 80 percent of its net assets, plus the amount of any borrowings for investment purposes, in fixed income securities. The funds investments in emerging markets will, in the aggregate, be limited to no more than 20 percent of the funds net assets.Specialization | Intermediate Core-Plus Bond, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US2462485952 |
| Business Address | Delaware Group Adviser |
| Mutual Fund Family | Delaware Funds by Macquarie |
| Mutual Fund Category | Intermediate Core-Plus Bond |
| Benchmark | Dow Jones Industrial |
| Phone | 800 523 1918 |
| Currency | USD - US Dollar |
Delaware Diversified Key Financial Ratios
Delaware Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Delaware Diversified's current stock value. Our valuation model uses many indicators to compare Delaware Diversified value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Delaware Diversified competition to find correlations between indicators driving Delaware Diversified's intrinsic value. More Info.Delaware Diversified Income 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 0.09 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Delaware Diversified Income is roughly 11.00 . 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 Diversified's earnings, one of the primary drivers of an investment's value.Delaware Diversified Systematic Risk
Delaware Diversified's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Delaware Diversified 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 three with a total number of output elements of fifty-eight. The Beta measures systematic risk based on how returns on Delaware Diversified correlated with the market. If Beta is less than 0 Delaware Diversified generally moves in the opposite direction as compared to the market. If Delaware Diversified Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Delaware Diversified is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Delaware Diversified is generally in the same direction as the market. If Beta > 1 Delaware Diversified moves generally in the same direction as, but more than the movement of the benchmark.
Delaware Diversified November 24, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Delaware Diversified help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Delaware Diversified Income. We use our internally-developed statistical techniques to arrive at the intrinsic value of Delaware Diversified Income 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 Diversified's daily price indicators and compare them against related drivers.
| Information Ratio | (0.57) | |||
| Maximum Drawdown | 1.31 | |||
| Value At Risk | (0.65) | |||
| Potential Upside | 0.3891 |
Other Information on Investing in Delaware Mutual Fund
Delaware Diversified 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 Diversified security.
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