Delaware High Yield Opportunities Manager Performance
| DHOIXDelisted Fund | USD 3.38 0.00 0.00% |
The fund shows a Beta (market volatility) of -0.49, which means possible diversification benefits within a given portfolio. As returns on the market increase, returns on owning Delaware High-yield are expected to decrease at a much lower rate. During the bear market, Delaware High-yield is likely to outperform the market.
Risk-Adjusted Performance
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Over the last 90 days Delaware High Yield Opportunities has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward indicators, Delaware High-yield is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.6300 |
Delaware |
Delaware High-yield Relative Risk vs. Return Landscape
If you would invest 338.00 in Delaware High Yield Opportunities on September 2, 2024 and sell it today you would earn a total of 0.00 from holding Delaware High Yield Opportunities or generate 0.0% return on investment over 90 days. Delaware High Yield Opportunities is currently producing negative expected returns and takes up 0.0% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Delaware, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Delaware High-yield Current Valuation
Overvalued
Today
Please note that Delaware High-yield's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Delaware High Yield shows a prevailing Real Value of $3.13 per share. The current price of the fund is $3.38. We determine the value of Delaware High Yield from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will submerge.
Since Delaware High-yield is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Delaware Mutual Fund. However, Delaware High-yield's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 3.38 | Real 3.13 | Hype 3.38 | Naive 3.38 |
The intrinsic value of Delaware High-yield's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Delaware High-yield's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Delaware High Yield Opportunities helps investors to forecast how Delaware mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Delaware High-yield more accurately as focusing exclusively on Delaware High-yield's fundamentals will not take into account other important factors: Delaware High-yield Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Delaware High-yield's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Delaware High Yield Opportunities, and traders can use it to determine the average amount a Delaware High-yield's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0
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| DHOIX |
Based on monthly moving average Delaware High-yield is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Delaware High-yield by adding Delaware High-yield to a well-diversified portfolio.
Delaware High-yield Fundamentals Growth
Delaware Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Delaware High-yield, and Delaware High-yield fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Delaware Mutual Fund performance.
| Price To Earning | 13.32 X | |||
| Total Asset | 592.88 M | |||
About Delaware High-yield Performance
Evaluating Delaware High-yield's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Delaware High-yield has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Delaware High-yield has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Under normal circumstances, the fund will invest at least 80 percent of its net assets, plus the amount of any borrowings for investment purposes, in fixed income securities rated at the time of purchase lower than BBB- by Standard Poors Financial Services LLC, Baa3 by Moodys Investors Services, Inc. Delaware High-Yield is traded on NASDAQ Exchange in the United States.Things to note about Delaware High Yield performance evaluation
Checking the ongoing alerts about Delaware High-yield for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Delaware High Yield help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Delaware High Yield is not yet fully synchronised with the market data | |
| Delaware High Yield has a very high chance of going through financial distress in the upcoming years | |
| The fund retains about 94.72% of its assets under management (AUM) in fixed income securities |
- Analyzing Delaware High-yield's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Delaware High-yield's stock is overvalued or undervalued compared to its peers.
- Examining Delaware High-yield's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Delaware High-yield's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Delaware High-yield's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Delaware High-yield's mutual fund. These opinions can provide insight into Delaware High-yield's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Investing Opportunities to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Instant Ratings module to determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance.
Other Consideration for investing in Delaware Mutual Fund
If you are still planning to invest in Delaware High Yield check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Delaware High-yield's history and understand the potential risks before investing.
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