Delaware Small Cap Fund Market Value
| DCCAX Fund | USD 26.93 0.43 1.07% |
| Symbol | Delaware |
Delaware Small '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 Small'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 Small.
| 11/07/2025 |
| 02/05/2026 |
If you would invest 0.00 in Delaware Small on November 7, 2025 and sell it all today you would earn a total of 0.00 from holding Delaware Small Cap or generate 0.0% return on investment in Delaware Small over 90 days. Delaware Small is related to or competes with Ab Value, Rbb Fund, and Arrow Managed. The fund invests primarily in stocks of small companies that its investment manager believes have a combination of attra... More
Delaware Small 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 Small'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 Small Cap upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.8444 | |||
| Information Ratio | 0.1726 | |||
| Maximum Drawdown | 5.87 | |||
| Value At Risk | (1.20) | |||
| Potential Upside | 2.06 |
Delaware Small Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Delaware Small's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Delaware Small's standard deviation. In reality, there are many statistical measures that can use Delaware Small historical prices to predict the future Delaware Small's volatility.| Risk Adjusted Performance | 0.1645 | |||
| Jensen Alpha | 0.214 | |||
| Total Risk Alpha | 0.1691 | |||
| Sortino Ratio | 0.2176 | |||
| Treynor Ratio | 1.62 |
Delaware Small February 5, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.1645 | |||
| Market Risk Adjusted Performance | 1.63 | |||
| Mean Deviation | 0.7999 | |||
| Semi Deviation | 0.5838 | |||
| Downside Deviation | 0.8444 | |||
| Coefficient Of Variation | 465.32 | |||
| Standard Deviation | 1.06 | |||
| Variance | 1.13 | |||
| Information Ratio | 0.1726 | |||
| Jensen Alpha | 0.214 | |||
| Total Risk Alpha | 0.1691 | |||
| Sortino Ratio | 0.2176 | |||
| Treynor Ratio | 1.62 | |||
| Maximum Drawdown | 5.87 | |||
| Value At Risk | (1.20) | |||
| Potential Upside | 2.06 | |||
| Downside Variance | 0.713 | |||
| Semi Variance | 0.3408 | |||
| Expected Short fall | (0.96) | |||
| Skewness | 0.8214 | |||
| Kurtosis | 2.19 |
Delaware Small Cap Backtested Returns
Delaware Small appears to be very steady, given 3 months investment horizon. Delaware Small Cap secures Sharpe Ratio (or Efficiency) of 0.21, which denotes the fund had a 0.21 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Delaware Small Cap, which you can use to evaluate the volatility of the entity. Please utilize Delaware Small's Downside Deviation of 0.8444, coefficient of variation of 465.32, and Mean Deviation of 0.7999 to check if our risk estimates are consistent with your expectations. The fund shows a Beta (market volatility) of 0.14, which means not very significant fluctuations relative to the market. As returns on the market increase, Delaware Small's returns are expected to increase less than the market. However, during the bear market, the loss of holding Delaware Small is expected to be smaller as well.
Auto-correlation | 0.78 |
Good predictability
Delaware Small Cap has good predictability. Overlapping area represents the amount of predictability between Delaware Small time series from 7th of November 2025 to 22nd of December 2025 and 22nd of December 2025 to 5th 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 Small Cap price movement. The serial correlation of 0.78 indicates that around 78.0% of current Delaware Small price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.78 | |
| Spearman Rank Test | 0.77 | |
| Residual Average | 0.0 | |
| Price Variance | 0.25 |
Also Currently Popular
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 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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