Delaware Value Fund Market Value
| DDVIX Fund | USD 12.84 0.06 0.47% |
| Symbol | Delaware |
Delaware Value '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 Value'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 Value.
| 11/22/2025 |
| 02/20/2026 |
If you would invest 0.00 in Delaware Value on November 22, 2025 and sell it all today you would earn a total of 0.00 from holding Delaware Value Fund or generate 0.0% return on investment in Delaware Value over 90 days. Delaware Value is related to or competes with Brown Advisory, Brown Advisory, Blackrock Mid, Blackrock Mid-cap, Blackrock Mid, Blackrock Mid, and Hartford Schroders. Under normal circumstances, the fund will invest at least 80 percent of its net assets, plus the amount of any borrowing... More
Delaware Value 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 Value'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 Value Fund upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.8389 | |||
| Information Ratio | 0.1457 | |||
| Maximum Drawdown | 37.68 | |||
| Value At Risk | (1.19) | |||
| Potential Upside | 1.66 |
Delaware Value Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Delaware Value's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Delaware Value's standard deviation. In reality, there are many statistical measures that can use Delaware Value historical prices to predict the future Delaware Value's volatility.| Risk Adjusted Performance | 0.1309 | |||
| Jensen Alpha | 0.6627 | |||
| Total Risk Alpha | 0.3886 | |||
| Sortino Ratio | 0.7676 | |||
| Treynor Ratio | 1.07 |
Delaware Value February 20, 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 | 0.1309 | |||
| Market Risk Adjusted Performance | 1.08 | |||
| Mean Deviation | 1.27 | |||
| Downside Deviation | 0.8389 | |||
| Coefficient Of Variation | 624.62 | |||
| Standard Deviation | 4.42 | |||
| Variance | 19.53 | |||
| Information Ratio | 0.1457 | |||
| Jensen Alpha | 0.6627 | |||
| Total Risk Alpha | 0.3886 | |||
| Sortino Ratio | 0.7676 | |||
| Treynor Ratio | 1.07 | |||
| Maximum Drawdown | 37.68 | |||
| Value At Risk | (1.19) | |||
| Potential Upside | 1.66 | |||
| Downside Variance | 0.7037 | |||
| Semi Variance | (0.39) | |||
| Expected Short fall | (1.74) | |||
| Skewness | 7.75 | |||
| Kurtosis | 61.96 |
Delaware Value Backtested Returns
Delaware Value appears to be somewhat reliable, given 3 months investment horizon. Delaware Value secures Sharpe Ratio (or Efficiency) of 0.17, which denotes the fund had a 0.17 % return per unit of risk over the last 3 months. By reviewing Delaware Value's technical indicators, you can evaluate if the expected return of 0.79% is justified by implied risk. Please utilize Delaware Value's Mean Deviation of 1.27, standard deviation of 4.42, and Coefficient Of Variation of 624.62 to check if our risk estimates are consistent with your expectations. The fund shows a Beta (market volatility) of 0.65, which means possible diversification benefits within a given portfolio. As returns on the market increase, Delaware Value's returns are expected to increase less than the market. However, during the bear market, the loss of holding Delaware Value is expected to be smaller as well.
Auto-correlation | 0.82 |
Very good predictability
Delaware Value Fund has very good predictability. Overlapping area represents the amount of predictability between Delaware Value time series from 22nd of November 2025 to 6th of January 2026 and 6th of January 2026 to 20th 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 Value price movement. The serial correlation of 0.82 indicates that around 82.0% of current Delaware Value price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.82 | |
| Spearman Rank Test | 0.88 | |
| Residual Average | 0.0 | |
| Price Variance | 0.1 |
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 Value 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 Value security.
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