Delaware Reit Financials
| DPRSX Fund | USD 12.57 0.05 0.40% |
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 Reit Fund Summary
Delaware Reit competes with Calvert High, Vanguard High-yield, Copeland Risk, Lgm Risk, and Victory High. Under normal market conditions, the fund will invest at least 80 percent of its net assets, plus the amount of any borrowings for investment purposes, in Real Assets Securities . It will invest at least 30 percent of its net assets in foreign securities, including emerging markets issuers. The fund may purchase both equity and fixed income securities. It may invest in securities of companies or issuers of any size market capitalization.Specialization | World Allocation, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Delaware Pooled Trust |
| Mutual Fund Family | Delaware Funds by Macquarie |
| Mutual Fund Category | World Allocation |
| Benchmark | Dow Jones Industrial |
| Phone | 800 523 1918 |
| Currency | USD - US Dollar |
Delaware Reit Key Financial Ratios
Delaware Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Delaware Reit's current stock value. Our valuation model uses many indicators to compare Delaware Reit value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Delaware Reit competition to find correlations between indicators driving Delaware Reit's intrinsic value. More Info.Delaware Reit 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 0.09 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Delaware Reit Fund is roughly 11.29 . 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 Reit's earnings, one of the primary drivers of an investment's value.Delaware Reit Systematic Risk
Delaware Reit's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Delaware Reit 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 fourteen with a total number of output elements of fourty-seven. The Beta measures systematic risk based on how returns on Delaware Reit correlated with the market. If Beta is less than 0 Delaware Reit generally moves in the opposite direction as compared to the market. If Delaware Reit Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Delaware Reit is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Delaware Reit is generally in the same direction as the market. If Beta > 1 Delaware Reit moves generally in the same direction as, but more than the movement of the benchmark.
Delaware Reit November 27, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Delaware Reit help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Delaware Reit Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Delaware Reit 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 Reit's daily price indicators and compare them against related drivers.
| Information Ratio | (0.30) | |||
| Maximum Drawdown | 1.92 | |||
| Value At Risk | (0.94) | |||
| Potential Upside | 0.641 |
Other Information on Investing in Delaware Mutual Fund
Delaware Reit 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 Reit security.
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum | |
| Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios | |
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios |