Delaware Limited Financials
| DTICX Fund | USD 7.86 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 Limited Fund Summary
Delaware Limited competes with Great West, Us Government, Short-term Government, Aig Government, and Dunham Porategovernment. 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 investment grade fixed income securities, including, but not limited to, fixed income securities issued or guaranteed by the U.S. government, its agencies or instrumentalities, and by U.S. corporations. The fund may invest up to 20 percent of its net assets in below-investment-grade securities.Specialization | Short-Term Bond, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US2459127047 |
| Business Address | Delaware Group Limited |
| Mutual Fund Family | Delaware Funds by Macquarie |
| Mutual Fund Category | Short-Term Bond |
| Benchmark | Dow Jones Industrial |
| Phone | 800 523 1918 |
| Currency | USD - US Dollar |
Delaware Limited Key Financial Ratios
Delaware Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Delaware Limited's current stock value. Our valuation model uses many indicators to compare Delaware Limited value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Delaware Limited competition to find correlations between indicators driving Delaware Limited's intrinsic value. More Info.Delaware Limited Term Diversified is rated # 2 fund in annual yield among similar funds. It is one of the top funds in year to date return among similar funds creating about 652.33 of Year To Date Return 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 Limited's earnings, one of the primary drivers of an investment's value.Delaware Limited Term Systematic Risk
Delaware Limited's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Delaware Limited 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 Limited Term correlated with the market. If Beta is less than 0 Delaware Limited generally moves in the opposite direction as compared to the market. If Delaware Limited Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Delaware Limited Term is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Delaware Limited is generally in the same direction as the market. If Beta > 1 Delaware Limited moves generally in the same direction as, but more than the movement of the benchmark.
Delaware Limited Thematic Clasifications
Delaware Limited Term Diversified is part of several thematic ideas from Conservative Funds to Small Blend Funds. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Get More Thematic IdeasDelaware Limited Term Diversified is rated # 5 fund in net asset among similar funds. Total Asset Under Management (AUM) of Short-Term Bond category is currently estimated at about 16.72 Billion. Delaware Limited holds roughly 403.27 Million in net asset claiming about 2.41% of funds listed under Short-Term Bond category.Delaware Limited November 22, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Delaware Limited help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Delaware Limited Term Diversified. We use our internally-developed statistical techniques to arrive at the intrinsic value of Delaware Limited Term Diversified 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 Limited's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.1626 | |||
| Information Ratio | (0.80) | |||
| Maximum Drawdown | 0.6352 | |||
| Value At Risk | (0.13) | |||
| Potential Upside | 0.1279 |
Other Information on Investing in Delaware Mutual Fund
Delaware Limited 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 Limited security.
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