Delaware Small Cap Fund Market Outlook
| DEVIX Fund | USD 71.42 0.29 0.40% |
Slightly above 62% of Delaware Small's investor base is looking to short. The analysis of overall sentiment of trading Delaware Small Cap mutual fund suggests that many investors are alarmed at this time. Delaware Small's investing sentiment can be driven by a variety of factors including economic data, Delaware Small's earnings reports, geopolitical events, and overall market trends.
Comfort Level 38
Alarmed
Panic | Confidence |
Today, several news technology companies offer sentiment data to assist traders in manufacturing news sentiment indicators for investment decisions. We partner with these technology firms in helping retail investors build forecasting models that use Delaware Small's input sentiment indicators derived from textual data and news published on major financial information outlets and social sites. These indicators can be used to analyze time-dependent numerical information representing public perception toward Delaware Small Cap.
News SentimentNeutral | Hype SentimentBearish | Insider SentimentWaiting |
Assuming the 90 days horizon and your typical level of risk aversion, our recommendation regarding Delaware Small Cap is 'Strong Buy'. A buy or sell recommendation is an automated directive regarding whether to purchase or sell Delaware Small Cap given historical horizon and risk tolerance. When we issue a 'buy' or 'sell' recommendation for Delaware Small Cap, the advice is generated through an automated system that utilizes algorithms and statistical models.
Execute Delaware Small Buy or Sell Advice
The DELAWARE recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Delaware Small Cap. Macroaxis does not own or have any residual interests in Delaware Small Cap or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Delaware Small's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Buy
Market Performance | Solid | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Almost mirrors the market | Details | |
Analyst Consensus | Not Available | Details |
Delaware Small Trading Alerts and Improvement Suggestions
| The fund retains 98.78% of its assets under management (AUM) in equities |
Delaware Small Returns Distribution Density
The distribution of Delaware Small's historical returns is an attempt to chart the uncertainty of Delaware Small's future price movements. The chart of the probability distribution of Delaware Small daily returns describes the distribution of returns around its average expected value. We use Delaware Small Cap price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Delaware Small returns is essential to provide solid investment advice for Delaware Small.
| Mean Return | 0.33 | Value At Risk | -1.26 | Potential Upside | 2.17 | Standard Deviation | 1.75 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Delaware Small historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Delaware Small Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Delaware Small or Delaware Funds by Macquarie sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Delaware Small's price will be affected by overall mutual fund market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a DELAWARE fund's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | 0.27 | |
β | Beta against Dow Jones | 0.91 | |
σ | Overall volatility | 1.81 | |
Ir | Information ratio | 0.15 |
Delaware Small Volatility Alert
Delaware Small Cap has low volatility with Treynor Ratio of 0.35, Maximum Drawdown of 13.65 and kurtosis of 32.92. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Delaware Small's mutual fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Delaware Small's mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Delaware Small Fundamentals Vs Peers
Comparing Delaware Small's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Delaware Small's direct or indirect competition across all of the common fundamentals between Delaware Small and the related equities. This way, we can detect undervalued stocks with similar characteristics as Delaware Small or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Delaware Small's fundamental indicators could also be used in its relative valuation, which is a method of valuing Delaware Small by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Delaware Small to competition |
| Fundamentals | Delaware Small | Peer Average |
| Price To Earning | 18.54 X | 6.53 X |
| Price To Book | 1.69 X | 0.74 X |
| Price To Sales | 1.09 X | 0.61 X |
| Annual Yield | 0.01 % | 0.29 % |
| Year To Date Return | 5.69 % | 0.39 % |
| One Year Return | 8.40 % | 4.15 % |
| Three Year Return | 9.65 % | 3.60 % |
| Five Year Return | 8.77 % | 3.24 % |
| Ten Year Return | 7.42 % | 1.79 % |
| Net Asset | 4.4 B | 4.11 B |
| Cash Position Weight | 1.22 % | 10.61 % |
| Equity Positions Weight | 98.78 % | 63.90 % |
Delaware Small Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as DELAWARE . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 71.42 | |||
| Day Typical Price | 71.42 | |||
| Price Action Indicator | (0.14) | |||
| Period Momentum Indicator | (0.29) | |||
| Relative Strength Index | 67.69 |
About Delaware Small Buy or Sell Advice
When is the right time to buy or sell Delaware Small Cap? Buying financial instruments such as DELAWARE Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
Use Investing Ideas to Build Portfolios
In addition to having Delaware Small in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Office Supplies Thematic Idea Now
Office Supplies
Companies producing and selling office supplies, and accessories. The Office Supplies theme has 25 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Office Supplies Theme or any other thematic opportunities.
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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.
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