Delaware Small Financials
| DVLRX Fund | USD 75.84 0.53 0.69% |
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 Small Fund Summary
Delaware Small competes with Thornburg International, Janus Triton, Alger Capital, Invesco Comstock, and Blackrock Gbl. Under normal circumstances, at least 80 percent of the funds net assets, plus the amount of any borrowings for investment purposes, will be in investments of small-capitalization companies. It invests primarily in investments of small companies whose stock prices, in the portfolio managers opinion, appear low relative to their underlying value or future potential.Specialization | Small Value, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US2460975053 |
| Business Address | Delaware Group Equity |
| Mutual Fund Family | Delaware Funds by Macquarie |
| Mutual Fund Category | Small Value |
| 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 Small's current stock value. Our valuation model uses many indicators to compare Delaware Small value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Delaware Small competition to find correlations between indicators driving Delaware Small's intrinsic value. More Info.Delaware Small Cap 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 Small Cap is roughly 10.96 . 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 Small's earnings, one of the primary drivers of an investment's value.Delaware Small Cap Systematic Risk
Delaware Small's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Delaware Small 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 twenty-four with a total number of output elements of thirty-seven. The Beta measures systematic risk based on how returns on Delaware Small Cap correlated with the market. If Beta is less than 0 Delaware Small generally moves in the opposite direction as compared to the market. If Delaware Small Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Delaware Small Cap is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Delaware Small is generally in the same direction as the market. If Beta > 1 Delaware Small moves generally in the same direction as, but more than the movement of the benchmark.
Delaware Small November 27, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Delaware Small help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Delaware Small Cap. We use our internally-developed statistical techniques to arrive at the intrinsic value of Delaware Small Cap 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 Small's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.9325 | |||
| Information Ratio | 0.0171 | |||
| Maximum Drawdown | 7.84 | |||
| Value At Risk | (1.21) | |||
| Potential Upside | 1.83 |
Other Information on Investing in Delaware Mutual Fund
Delaware Small 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 Small security.
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments | |
| Volatility Analysis Get historical volatility and risk analysis based on latest market data | |
| Portfolio Optimization Compute new portfolio that will generate highest expected return given your specified tolerance for risk | |
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. |