Delaware Healthcare Fund Manager Performance Evaluation

DLHIX Fund  USD 26.16  0.35  1.36%   
DELAWARE HEALTHCARE's return record is summarized here, from recent weeks to multi-year horizons. The stock's expected return over 3 months is -0.0456%, complemented by a 2.63% dividend yield.
Risk-Adjusted Performance
0100
0 · Weak
Delaware Healthcare Fund posted below-breakeven returns over the last 90 days, with return quality lagging for fund investors. Weak return efficiency can persist even when isolated price moves briefly appear constructive. Over the recent period, DELAWARE HEALTHCARE has delivered flat to slightly negative returns relative to market benchmarks. Learn More

Relative Risk vs. Return Landscape

If you had invested $ 2,701 in Delaware Healthcare Fund on February 6, 2026 and sold it today, you would have lost $ 85.00 , a decline of 3.15% over 90 days. Delaware Healthcare Fund is currently producing negative expected returns and carries 1.1% volatility of returns over 90 trading days. Stated differently, DELAWARE HEALTHCARE is more volatile than roughly 91% of traded mutual funds, and DLHIX is outperformed by 99% of traded instruments in expected return over the next 90 trading days.
  Expected Return   
       Risk  
This comparison focuses on expected return, realized volatility, and risk efficiency versus the market. It highlights whether the current reward profile compensates for the level of uncertainty assumed. Based on a 90-day horizon, DLHIX has been underperforming the market. Compounding this underperformance, DLHIX is 1.18 times more volatile than its market benchmark. It converts risk into return at a rate of about -0.04%. Dow Jones Industrial is currently generating roughly 0.0% per unit of volatility.

Historical Prices of Delaware Healthcare

Below is the normalized historical share price chart for Delaware Healthcare Fund extending back to September 28, 2007. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of DELAWARE HEALTHCARE stands at 26.16, as last reported on the 7th of May, with the highest price reaching 26.16 and the lowest price hitting 26.16 during the day.
Macro event markers
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
 
Interest Hikes

Target Price Odds to finish over Current Price

For DELAWARE Mutual Fund, the tendency of price to converge toward a long-term average provides a useful forecasting baseline. Investors have relied on this tendency for decades, though persistent mispricings in some instruments suggest additional risk factors. Certain funds show persistent deviations from their intrinsic value estimates, typically explained by the risk investors bear. Applying mean reversion analysis to DELAWARE Mutual Fund helps identify potential entry points when prices are extended.
Current PriceHorizonTarget PriceOdds moving above the current price in 90 days
26.16 90 days 26.16
about 47.87 %
Based on standard probability analysis, the odds of DELAWARE HEALTHCARE moving above the current price in 90 days from now are about 47.87 %. Over this horizon, the return distribution for this fund has leaned toward above-current outcomes historically. (The curve highlights the price band where the market has recently concentrated expectations for DELAWARE Mutual Fund over the next 90 days). A narrower shape indicates the market has recently priced DELAWARE Mutual Fund into a more concentrated outcome range.
Based on a 90-day horizon, DELAWARE HEALTHCARE has a beta of 0.87 suggesting Delaware Healthcare Fund market returns are sensitive to returns on the market. As the market goes up or down, DELAWARE HEALTHCARE tends to follow. Additionally, Delaware Healthcare Fund has a negative alpha, implying that risk has not been adequately compensated by returns. DLHIX is significantly underperforming the Dow Jones Industrial.
   DELAWARE HEALTHCARE Price Density   
       Price  

Predictive Modules for DELAWARE HEALTHCARE

A variety of analytical techniques are available for forecasting Delaware Healthcare and the broader fund market. From technical pattern analysis to statistical models, each method contributes a different perspective on Delaware Healthcare. A systematic comparison of model outputs provides context to form a more balanced perspective on Delaware Healthcare. Refining forecasting methods over time can incrementally improve the quality of decisions made about Delaware Healthcare.
The mean reversion principle applied to DELAWARE HEALTHCARE's suggests that neither prolonged outperformance nor underperformance is permanent. Identifying the root cause of DELAWARE HEALTHCARE's price dislocation is essential before acting on a mean reversion signal. The mean reversion tendency in DELAWARE HEALTHCARE's price is a well-documented phenomenon in academic research. In many cases, DELAWARE HEALTHCARE's price extremes present statistical patterns that have recurred historically.
Sentiment
Range
LowSentimentHigh
25.0626.1627.26
Details
Intrinsic
Valuation
LowIntrinsicHigh
25.0226.1227.22
Details
Naive
Forecast
LowNextHigh
24.8825.9727.07
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
25.3025.9326.55
Details
Competitive analysis for DELAWARE HEALTHCARE compares its financial performance and valuation metrics against sector peers. Cross-sectional comparison separates idiosyncratic performance from sector-level dynamics. DELAWARE HEALTHCARE's metrics are most informative when compared against the strongest and weakest performers in its sector. Cross-company comparison helps validate or challenge assumptions embedded in DELAWARE HEALTHCARE's current valuation.

Primary Risk Indicators

The past 10-20 years have brought considerable volatility to the mutual fund market, with DELAWARE HEALTHCARE experiencing notable price swings. DELAWARE HEALTHCARE has reflected this volatile environment with periods of significant price swings. Tracking shifts in DELAWARE HEALTHCARE's fundamental risk indicators is one approach to mitigating this exposure. This risk data equips investors with the information needed to adjust Delaware Healthcare Fund exposure proactively.
α
Alpha over Dow Jones
-0.053
β
Beta against Dow Jones0.87
σ
Overall volatility
0.75
Ir
Information ratio -0.0485

Investor Alerts and Insights

Alerts and suggestions for DELAWARE HEALTHCARE give investors a structured way to monitor the fund for material events. Delaware Healthcare alerts cover shifts in fundamentals, technical conditions, and significant market-moving events. Alert frequency for DELAWARE HEALTHCARE adjusts dynamically based on market volatility and event activity. Regularly reviewing Delaware Healthcare alerts keeps investors aligned with evolving market conditions.
Delaware Healthcare generated a negative expected return over the last 90 days

DELAWARE HEALTHCARE Fundamentals Growth

DELAWARE Mutual Fund performance is fundamentally tied to DELAWARE HEALTHCARE's financial health and growth outlook. Investors track revenue and earnings growth, margin stability, and balance sheet health for DELAWARE Mutual Fund. The market prices DELAWARE Mutual Fund according to DELAWARE HEALTHCARE's ability to generate revenue and manage debt effectively. Investors evaluating DELAWARE Mutual Fund should focus on DELAWARE HEALTHCARE's earnings quality and revenue momentum.

Performance Metrics & Calculation Methodology

Peer and benchmark comparison for DELAWARE HEALTHCARE frames whether NAV returns reflect category leadership or drift. Tracking difference separates implementation cost from structural return divergence.

Delaware Healthcare Fund values are built from fund disclosures and market reference feeds, with reporting definitions aligned before display. Return and risk statistics are calculated from historical price series.

Editorial review and methodology oversight provided by: Michael Smolkin, Member of Macroaxis Board of Directors