Delaware Small Cap Fund Market Value
| DVLRX Fund | USD 61.33 0.92 1.48% |
| 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.
| 10/28/2025 |
| 01/26/2026 |
If you would invest 0.00 in Delaware Small on October 28, 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 Perkins Mid, Perkins Mid, Perkins Mid, Janus Contrarian, Perkins Mid, Champlain Mid, 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.
| Downside Deviation | 0.8771 | |||
| Information Ratio | 0.1431 | |||
| Maximum Drawdown | 15.65 | |||
| Value At Risk | (1.27) | |||
| Potential Upside | 2.15 |
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 | 0.14 | |||
| Jensen Alpha | 0.29 | |||
| Total Risk Alpha | 0.167 | |||
| Sortino Ratio | 0.3235 | |||
| Treynor Ratio | 0.3874 |
Delaware Small January 26, 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 | 0.14 | |||
| Market Risk Adjusted Performance | 0.3974 | |||
| Mean Deviation | 0.9353 | |||
| Semi Deviation | 0.2942 | |||
| Downside Deviation | 0.8771 | |||
| Coefficient Of Variation | 547.62 | |||
| Standard Deviation | 1.98 | |||
| Variance | 3.93 | |||
| Information Ratio | 0.1431 | |||
| Jensen Alpha | 0.29 | |||
| Total Risk Alpha | 0.167 | |||
| Sortino Ratio | 0.3235 | |||
| Treynor Ratio | 0.3874 | |||
| Maximum Drawdown | 15.65 | |||
| Value At Risk | (1.27) | |||
| Potential Upside | 2.15 | |||
| Downside Variance | 0.7693 | |||
| Semi Variance | 0.0865 | |||
| Expected Short fall | (1.19) | |||
| Skewness | 5.57 | |||
| Kurtosis | 39.21 |
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 0.19, which denotes the fund had a 0.19 % 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 0.8771, coefficient of variation of 547.62, and Mean Deviation of 0.9353 to check if our risk estimates are consistent with your expectations. The fund shows a Beta (market volatility) of 0.91, 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 | 0.45 |
Average predictability
Delaware Small Cap has average predictability. Overlapping area represents the amount of predictability between Delaware Small time series from 28th of October 2025 to 12th of December 2025 and 12th of December 2025 to 26th 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 0.45 indicates that just about 45.0% of current Delaware Small price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.45 | |
| Spearman Rank Test | 0.62 | |
| Residual Average | 0.0 | |
| Price Variance | 3.51 |
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.
| Equity Analysis Research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities | |
| Competition Analyzer Analyze and compare many basic indicators for a group of related or unrelated entities | |
| Idea Optimizer Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio | |
| Portfolio Optimization Compute new portfolio that will generate highest expected return given your specified tolerance for risk |