Delaware Investments Financials
| DULTX Fund | USD 9.96 0.00 0.00% |
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 Investments Fund Summary
Delaware Investments competes with Optimum Small, Optimum Small, Ivy Apollo, Optimum Fixed, and Ivy Asset. The fund will invest all of its net assets, plus the amount of any borrowings for investment purposes, in investment grade fixed income securities at the time of purchase, including, but not limited to, fixed income securities issued or guaranteed by the U.S. government, its agencies or instrumentalities, and by U.S. and non-U.S. corporations. It may invest up to 30 percent of its net assets in foreign securities, including up to 10 percent of its net assets in securities of issuers located in emerging markets.Specialization | Ultrashort Bond, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Delaware Group Cash |
| Mutual Fund Family | Delaware Funds by Macquarie |
| Mutual Fund Category | Ultrashort Bond |
| Benchmark | Dow Jones Industrial |
| Phone | 800 523 1918 |
| Currency | USD - US Dollar |
Delaware Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Delaware Investments's current stock value. Our valuation model uses many indicators to compare Delaware Investments value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Delaware Investments competition to find correlations between indicators driving Delaware Investments's intrinsic value. More Info.Delaware Investments Ultrashort is one of the top funds in annual yield among similar funds. It also is one of the top funds in year to date return among similar funds creating about 12,520 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 Investments' earnings, one of the primary drivers of an investment's value.Delaware Investments Systematic Risk
Delaware Investments' systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Delaware Investments 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 fourty-two with a total number of output elements of nineteen. The Beta measures systematic risk based on how returns on Delaware Investments correlated with the market. If Beta is less than 0 Delaware Investments generally moves in the opposite direction as compared to the market. If Delaware Investments Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Delaware Investments is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Delaware Investments is generally in the same direction as the market. If Beta > 1 Delaware Investments moves generally in the same direction as, but more than the movement of the benchmark.
Delaware Investments Thematic Clasifications
Delaware Investments Ultrashort is part of Long Short Funds investing theme. 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. Funds investing in assets with both short and long positions. Funds or Etfs that are designed to hedge away market risk by investing in combination of bonds, stocks, derivative instruments as well as short positions to maximize returns irrespective of market conditions
This theme covers Funds investing in assets with both short and long positions. Funds or Etfs that are designed to hedge away market risk by investing in combination of bonds, stocks, derivative instruments as well as short positions to maximize returns irrespective of market conditions. Get More Thematic Ideas
Delaware Investments Ultrashort is one of the top funds in net asset among similar funds. Total Asset Under Management (AUM) of Ultrashort Bond category is currently estimated at about 11.39 Billion. Delaware Investments maintains roughly 71.38 Million in net asset contributing less than 1% to Ultrashort Bond category.| Long Short Funds | View |
Delaware Investments December 12, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Delaware Investments help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Delaware Investments Ultrashort. We use our internally-developed statistical techniques to arrive at the intrinsic value of Delaware Investments Ultrashort 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 Investments's daily price indicators and compare them against related drivers.
| Information Ratio | (0.94) | |||
| Maximum Drawdown | 0.809 | |||
| Value At Risk | (0.10) | |||
| Potential Upside | 0.1015 |
Other Information on Investing in Delaware Mutual Fund
Delaware Investments 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 Investments security.
| Insider Screener Find insiders across different sectors to evaluate their impact on performance | |
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
| Headlines Timeline Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity | |
| ETF Categories List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments |