Delaware Diversified Income Fund Key Fundamental Indicators
| DPDFX Fund | USD 7.83 0.02 0.26% |
As of the 18th of February 2026, Delaware Diversified shows the Mean Deviation of 0.1471, downside deviation of 0.2402, and Coefficient Of Variation of 733.93. Delaware Diversified technical analysis allows you to utilize historical prices and volume patterns in order to determine a pattern that computes the direction of the entity's future prices.
Delaware Diversified's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Delaware Diversified's valuation are provided below:Delaware Diversified Income does not presently have any fundamental signals for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. Delaware |
Delaware Diversified 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Delaware Diversified's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Delaware Diversified.
| 11/20/2025 |
| 02/18/2026 |
If you would invest 0.00 in Delaware Diversified on November 20, 2025 and sell it all today you would earn a total of 0.00 from holding Delaware Diversified Income or generate 0.0% return on investment in Delaware Diversified over 90 days. Delaware Diversified is related to or competes with Ivy Asset, Ivy Small, Ivy Science, Delaware National, Ivy Core, Delaware Tax-free, and First Investors. The fund invests in the following four sectors of the fixed income securities markets the U.S More
Delaware Diversified Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Delaware Diversified's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Delaware Diversified Income upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.2402 | |||
| Information Ratio | (0.15) | |||
| Maximum Drawdown | 0.7789 | |||
| Value At Risk | (0.26) | |||
| Potential Upside | 0.2601 |
Delaware Diversified Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Delaware Diversified's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Delaware Diversified's standard deviation. In reality, there are many statistical measures that can use Delaware Diversified historical prices to predict the future Delaware Diversified's volatility.| Risk Adjusted Performance | 0.0759 | |||
| Jensen Alpha | 0.0124 | |||
| Total Risk Alpha | 0.0054 | |||
| Sortino Ratio | (0.11) | |||
| Treynor Ratio | 0.2129 |
Delaware Diversified February 18, 2026 Technical Indicators
| Cycle Indicators | ||
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| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
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| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.0759 | |||
| Market Risk Adjusted Performance | 0.2229 | |||
| Mean Deviation | 0.1471 | |||
| Semi Deviation | 0.0428 | |||
| Downside Deviation | 0.2402 | |||
| Coefficient Of Variation | 733.93 | |||
| Standard Deviation | 0.1875 | |||
| Variance | 0.0351 | |||
| Information Ratio | (0.15) | |||
| Jensen Alpha | 0.0124 | |||
| Total Risk Alpha | 0.0054 | |||
| Sortino Ratio | (0.11) | |||
| Treynor Ratio | 0.2129 | |||
| Maximum Drawdown | 0.7789 | |||
| Value At Risk | (0.26) | |||
| Potential Upside | 0.2601 | |||
| Downside Variance | 0.0577 | |||
| Semi Variance | 0.0018 | |||
| Expected Short fall | (0.20) | |||
| Skewness | (0.45) | |||
| Kurtosis | 0.2367 |
Delaware Diversified Backtested Returns
At this stage we consider Delaware Mutual Fund to be very steady. Delaware Diversified secures Sharpe Ratio (or Efficiency) of 0.18, which denotes the fund had a 0.18 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Delaware Diversified Income, which you can use to evaluate the volatility of the entity. Please confirm Delaware Diversified's Mean Deviation of 0.1471, coefficient of variation of 733.93, and Downside Deviation of 0.2402 to check if the risk estimate we provide is consistent with the expected return of 0.033%. The fund shows a Beta (market volatility) of 0.073, which means not very significant fluctuations relative to the market. As returns on the market increase, Delaware Diversified's returns are expected to increase less than the market. However, during the bear market, the loss of holding Delaware Diversified is expected to be smaller as well.
Auto-correlation | 0.46 |
Average predictability
Delaware Diversified Income has average predictability. Overlapping area represents the amount of predictability between Delaware Diversified time series from 20th of November 2025 to 4th of January 2026 and 4th of January 2026 to 18th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Delaware Diversified price movement. The serial correlation of 0.46 indicates that about 46.0% of current Delaware Diversified price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.46 | |
| Spearman Rank Test | 0.07 | |
| Residual Average | 0.0 | |
| Price Variance | 0.0 |
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
| Competition |
In accordance with the recently published financial statements, Delaware Diversified Income has an Annual Yield of 0.0432%. This is much higher than that of the Nomura family and significantly higher than that of the Intermediate Core-Plus Bond category. The annual yield for all United States funds is notably lower than that of the firm.
Delaware Diversified Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Delaware Diversified's current stock value. Our valuation model uses many indicators to compare Delaware Diversified value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Delaware Diversified competition to find correlations between indicators driving Delaware Diversified's intrinsic value. More Info.Delaware Diversified Income 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 Diversified Income is roughly 10.92 . 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 Diversified's earnings, one of the primary drivers of an investment's value.Delaware Annual Yield Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Delaware Diversified's direct or indirect competition against its Annual Yield to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Delaware Diversified could also be used in its relative valuation, which is a method of valuing Delaware Diversified by comparing valuation metrics of similar companies.Delaware Diversified is currently under evaluation in annual yield among similar funds.
Delaware Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Delaware Diversified's current stock value. Our valuation model uses many indicators to compare Delaware Diversified value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Delaware Diversified competition to find correlations between indicators driving Delaware Diversified's intrinsic value. More Info.Delaware Diversified Income 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 Diversified Income is roughly 10.92 . 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 Diversified's earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for Delaware Diversified
The fund invests most of its assets under management in various types of exotic instruments, with the rest of asset invested in stocks, cash and bonds.Asset allocation divides Delaware Diversified's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors for a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will manage securities in the fund's portfolio as market conditions and the fund's objectives change.
Delaware Fundamentals
| Price To Earning | 12.12 X | ||||
| Price To Book | 1.11 X | ||||
| Price To Sales | 0.89 X | ||||
| Total Asset | 479.24 M | ||||
| Annual Yield | 0.04 % | ||||
| Year To Date Return | 0.82 % | ||||
| One Year Return | 7.20 % | ||||
| Three Year Return | 4.63 % | ||||
| Five Year Return | 0.03 % | ||||
| Ten Year Return | 4.10 % | ||||
| Net Asset | 2.35 B | ||||
| Last Dividend Paid | 0.02 | ||||
| Cash Position Weight | 2.86 % | ||||
| Equity Positions Weight | 0.05 % | ||||
| Bond Positions Weight | 17.01 % |
About Delaware Diversified Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Delaware Diversified Income's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Delaware Diversified using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Delaware Diversified Income based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.The fund invests in the following four sectors of the fixed income securities markets the U.S. investment grade sector, the U.S. high yield sector, the international developed markets sector, and the emerging markets sector. It normally invests at least 80 percent of its net assets, plus the amount of any borrowings for investment purposes, in fixed income securities. The funds investments in emerging markets will, in the aggregate, be limited to no more than 20 percent of the funds net assets.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Delaware Mutual Fund
Delaware Diversified 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 Diversified security.
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