Delaware Wealth Builder Fund Manager Performance Evaluation
| DDDRX Fund | USD 16.02 0.03 0.19% |
The fund shows a Beta (market volatility) of 0.52, which means possible diversification benefits within a given portfolio. As returns on the market increase, Delaware Wealth's returns are expected to increase less than the market. However, during the bear market, the loss of holding Delaware Wealth is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Delaware Wealth Builder are ranked lower than 15 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Delaware Wealth may actually be approaching a critical reversion point that can send shares even higher in March 2026.
...moreDelaware |
Delaware Wealth Relative Risk vs. Return Landscape
If you would invest 1,479 in Delaware Wealth Builder on November 3, 2025 and sell it today you would earn a total of 123.00 from holding Delaware Wealth Builder or generate 8.32% return on investment over 90 days. Delaware Wealth Builder is currently producing 0.131% returns and takes up 0.653% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Delaware, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Delaware Wealth Current Valuation
Undervalued
Today
Please note that Delaware Wealth's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Delaware Wealth Builder shows a prevailing Real Value of $17.24 per share. The current price of the fund is $16.02. We determine the value of Delaware Wealth Builder from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will submerge.
Since Delaware Wealth is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Delaware Mutual Fund. However, Delaware Wealth's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 16.02 | Real 17.24 | Hype 16.02 | Naive 16.23 |
The intrinsic value of Delaware Wealth's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Delaware Wealth's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Delaware Wealth Builder helps investors to forecast how Delaware mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Delaware Wealth more accurately as focusing exclusively on Delaware Wealth's fundamentals will not take into account other important factors: Delaware Wealth Target Price Odds to finish over Current Price
The tendency of Delaware Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 16.02 | 90 days | 16.02 | about 6.42 |
Based on a normal probability distribution, the odds of Delaware Wealth to move above the current price in 90 days from now is about 6.42 (This Delaware Wealth Builder probability density function shows the probability of Delaware Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Delaware Wealth has a beta of 0.52 suggesting as returns on the market go up, Delaware Wealth average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Delaware Wealth Builder will be expected to be much smaller as well. Additionally Delaware Wealth Builder has an alpha of 0.0766, implying that it can generate a 0.0766 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Delaware Wealth Price Density |
| Price |
Predictive Modules for Delaware Wealth
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Delaware Wealth Builder. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Delaware Wealth Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Delaware Wealth is not an exception. The market had few large corrections towards the Delaware Wealth's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Delaware Wealth Builder, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Delaware Wealth within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.08 | |
β | Beta against Dow Jones | 0.52 | |
σ | Overall volatility | 0.48 | |
Ir | Information ratio | 0.09 |
Delaware Wealth Fundamentals Growth
Delaware Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Delaware Wealth, and Delaware Wealth fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Delaware Mutual Fund performance.
| Price To Earning | 18.25 X | ||||
| Price To Book | 2.23 X | ||||
| Price To Sales | 1.65 X | ||||
| Total Asset | 354.03 M | ||||
About Delaware Wealth Performance
Evaluating Delaware Wealth's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Delaware Wealth has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Delaware Wealth has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Under normal circumstances, at least 50 percent of the funds total assets will be invested in income-generating equity securities, including real estate investment trusts , convertible securities, and exchange-traded funds . It invests primarily in income-generating securities , which may include equity securities of large, well-established companies, and debt securities, including high yield, high-risk corporate bonds, investment grade fixed income securities, convertible securities, and U.S. government securities.Things to note about Delaware Wealth Builder performance evaluation
Checking the ongoing alerts about Delaware Wealth for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Delaware Wealth Builder help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Delaware Wealth's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Delaware Wealth's mutual fund performance include:- Analyzing Delaware Wealth's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Delaware Wealth's stock is overvalued or undervalued compared to its peers.
- Examining Delaware Wealth's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Delaware Wealth's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Delaware Wealth's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Delaware Wealth's mutual fund. These opinions can provide insight into Delaware Wealth's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Delaware Mutual Fund
Delaware Wealth 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 Wealth security.
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