Delaware Small's market value is the price at which a share of Delaware Small trades on a public exchange. It measures the collective expectations of Delaware Small Cap investors about its performance. Delaware Small is trading at 64.59 as of the 25th of January 2026; that is 1.46% down since the beginning of the trading day. The fund's open price was 65.55. With this module, you can estimate the performance of a buy and hold strategy of Delaware Small Cap and determine expected loss or profit from investing in Delaware Small over a given investment horizon. Check out Delaware Small Correlation, Delaware Small Volatility and Delaware Small Alpha and Beta module to complement your research on Delaware Small.
Please note, there is a significant difference between Delaware Small's value and its price as these two are different measures arrived at by different means. Investors typically determine if Delaware Small is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Delaware Small's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.
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.
0.00
10/27/2025
No Change 0.00
0.0
In 2 months and 31 days
01/25/2026
0.00
If you would invest 0.00 in Delaware Small on October 27, 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 Delaware Small, Perkins Mid, Perkins Mid, Perkins Mid, Champlain Mid, Wells Fargo, and Wells Fargo. Under normal circumstances, at least 80 percent of the funds net assets, plus the amount of any borrowings for investmen... 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.
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.
Delaware Small appears to be very steady, given 3 months investment horizon. Delaware Small Cap 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-six 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 0.8589, coefficient of variation of 540.41, and Mean Deviation of 0.9203 to check if our risk estimates are consistent with your expectations. The fund shows a Beta (market volatility) of 0.92, which means possible diversification benefits within a given portfolio. Delaware Small returns are very sensitive to returns on the market. As the market goes up or down, Delaware Small is expected to follow.
Auto-correlation
0.36
Below average predictability
Delaware Small Cap has below average predictability. Overlapping area represents the amount of predictability between Delaware Small time series from 27th of October 2025 to 11th of December 2025 and 11th of December 2025 to 25th of January 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 0.36 indicates that just about 36.0% of current Delaware Small price fluctuation can be explain by its past prices.
Correlation Coefficient
0.36
Spearman Rank Test
0.54
Residual Average
0.0
Price Variance
5.29
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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.