Delaware Core Plus Fund Market Value
| DUGCX Fund | USD 7.61 0.01 0.13% |
| Symbol | Delaware |
Delaware Core '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 Core'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 Core.
| 12/14/2025 |
| 01/13/2026 |
If you would invest 0.00 in Delaware Core on December 14, 2025 and sell it all today you would earn a total of 0.00 from holding Delaware Core Plus or generate 0.0% return on investment in Delaware Core over 30 days. Delaware Core is related to or competes with Fidelity Advisor, Putnam Global, Prudential Financial, and John Hancock. The investment seeks high current income and, secondarily, long-term total return More
Delaware Core 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 Core'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 Core Plus upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.1386 | |||
| Information Ratio | (0.60) | |||
| Maximum Drawdown | 0.6645 | |||
| Value At Risk | (0.13) | |||
| Potential Upside | 0.1332 |
Delaware Core Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Delaware Core's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Delaware Core's standard deviation. In reality, there are many statistical measures that can use Delaware Core historical prices to predict the future Delaware Core's volatility.| Risk Adjusted Performance | 0.0794 | |||
| Jensen Alpha | 0.0073 | |||
| Total Risk Alpha | (0) | |||
| Sortino Ratio | (0.54) | |||
| Treynor Ratio | 0.2312 |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Delaware Core's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Delaware Core Plus Backtested Returns
At this stage we consider Delaware Mutual Fund to be very steady. Delaware Core Plus 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. We have found twenty-six technical indicators for Delaware Core Plus, which you can use to evaluate the volatility of the entity. Please confirm Delaware Core's Coefficient Of Variation of 579.19, mean deviation of 0.0805, and Standard Deviation of 0.1261 to check if the risk estimate we provide is consistent with the expected return of 0.0218%. The fund shows a Beta (market volatility) of 0.0509, which means not very significant fluctuations relative to the market. As returns on the market increase, Delaware Core's returns are expected to increase less than the market. However, during the bear market, the loss of holding Delaware Core is expected to be smaller as well.
Auto-correlation | -0.32 |
Poor reverse predictability
Delaware Core Plus has poor reverse predictability. Overlapping area represents the amount of predictability between Delaware Core time series from 14th of December 2025 to 29th of December 2025 and 29th of December 2025 to 13th 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 Core Plus price movement. The serial correlation of -0.32 indicates that nearly 32.0% of current Delaware Core price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.32 | |
| Spearman Rank Test | 0.55 | |
| Residual Average | 0.0 | |
| Price Variance | 0.0 |
Delaware Core Plus lagged returns against current returns
Autocorrelation, which is Delaware Core mutual fund's lagged correlation, explains the relationship between observations of its time series of returns over different periods of time. The observations are said to be independent if autocorrelation is zero. Autocorrelation is calculated as a function of mean and variance and can have practical application in predicting Delaware Core's mutual fund expected returns. We can calculate the autocorrelation of Delaware Core returns to help us make a trade decision. For example, suppose you find that Delaware Core has exhibited high autocorrelation historically, and you observe that the mutual fund is moving up for the past few days. In that case, you can expect the price movement to match the lagging time series.
Current and Lagged Values |
| Timeline |
Delaware Core regressed lagged prices vs. current prices
Serial correlation can be approximated by using the Durbin-Watson (DW) test. The correlation can be either positive or negative. If Delaware Core mutual fund is displaying a positive serial correlation, investors will expect a positive pattern to continue. However, if Delaware Core mutual fund is observed to have a negative serial correlation, investors will generally project negative sentiment on having a locked-in long position in Delaware Core mutual fund over time.
Current vs Lagged Prices |
| Timeline |
Delaware Core Lagged Returns
When evaluating Delaware Core's market value, investors can use the concept of autocorrelation to see how much of an impact past prices of Delaware Core mutual fund have on its future price. Delaware Core autocorrelation represents the degree of similarity between a given time horizon and a lagged version of the same horizon over the previous time interval. In other words, Delaware Core autocorrelation shows the relationship between Delaware Core mutual fund current value and its past values and can show if there is a momentum factor associated with investing in Delaware Core Plus.
Regressed Prices |
| Timeline |
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 Core 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 Core security.
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