Delaware Diversified Income Fund Manager Performance Evaluation
| DPDFX Fund | USD 7.76 0.01 0.13% |
The fund shows a Beta (market volatility) of 0.0642, which means not very significant fluctuations relative to the market. As returns on the market increase, Delaware Diversified's returns are expected to increase less than the market. However, during the bear market, the loss of holding Delaware Diversified is expected to be smaller as well.
Risk-Adjusted Performance
Soft
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Delaware Diversified Income are ranked lower than 3 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Delaware Diversified is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 27th of February 2025 | |
| Expense Ratio | 0.6700 |
Delaware |
Delaware Diversified Relative Risk vs. Return Landscape
If you would invest 772.00 in Delaware Diversified Income on November 1, 2025 and sell it today you would earn a total of 4.00 from holding Delaware Diversified Income or generate 0.52% return on investment over 90 days. Delaware Diversified Income is currently producing 0.0088% returns and takes up 0.1811% volatility of returns over 90 trading days. Put another way, 1% 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 Diversified Current Valuation
Fairly Valued
Today
Please note that Delaware Diversified's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Delaware Diversified shows a prevailing Real Value of $7.75 per share. The current price of the fund is $7.76. We determine the value of Delaware Diversified 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 Diversified is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Delaware Mutual Fund. However, Delaware Diversified'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 7.76 | Real 7.75 | Hype 7.76 | Naive 7.73 |
The intrinsic value of Delaware Diversified'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 Diversified'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 Diversified Income 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 Diversified more accurately as focusing exclusively on Delaware Diversified's fundamentals will not take into account other important factors: Delaware Diversified Target Price Odds to finish over Current Price
The tendency of Delaware Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 7.76 | 90 days | 7.76 | about 20.62 |
Based on a normal probability distribution, the odds of Delaware Diversified to move above the current price in 90 days from now is about 20.62 (This Delaware Diversified Income probability density function shows the probability of Delaware Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Delaware Diversified has a beta of 0.0642 suggesting as returns on the market go up, Delaware Diversified average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Delaware Diversified Income will be expected to be much smaller as well. Additionally Delaware Diversified Income has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the Dow Jones Industrial. Delaware Diversified Price Density |
| Price |
Predictive Modules for Delaware Diversified
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Delaware Diversified. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Delaware Diversified Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Delaware Diversified is not an exception. The market had few large corrections towards the Delaware Diversified's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Delaware Diversified Income, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Delaware Diversified within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | -0.0092 | |
β | Beta against Dow Jones | 0.06 | |
σ | Overall volatility | 0.02 | |
Ir | Information ratio | -0.3 |
Delaware Diversified Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Delaware Diversified for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Delaware Diversified can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund generated five year return of 0.0% | |
| Delaware Diversified retains about 17.01% of its assets under management (AUM) in fixed income securities |
Delaware Diversified Fundamentals Growth
Delaware Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Delaware Diversified, and Delaware Diversified 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 | 12.12 X | |||
| Price To Book | 1.11 X | |||
| Price To Sales | 0.89 X | |||
| Total Asset | 489.76 M | |||
About Delaware Diversified Performance
Evaluating Delaware Diversified's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Delaware Diversified 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 Diversified 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.
The fund invests in the following four sectors of the fixed income securities markets the U.S. investment grade sector, the U.S. high yield sector, the international developed markets sector, and the emerging markets sector. It normally invests at least 80 percent of its net assets, plus the amount of any borrowings for investment purposes, in fixed income securities. The funds investments in emerging markets will, in the aggregate, be limited to no more than 20 percent of the funds net assets.Things to note about Delaware Diversified performance evaluation
Checking the ongoing alerts about Delaware Diversified for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Delaware Diversified help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund generated five year return of 0.0% | |
| Delaware Diversified retains about 17.01% of its assets under management (AUM) in fixed income securities |
- Analyzing Delaware Diversified'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 Diversified's stock is overvalued or undervalued compared to its peers.
- Examining Delaware Diversified'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 Diversified's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Delaware Diversified's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Delaware Diversified's mutual fund. These opinions can provide insight into Delaware Diversified's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Delaware Mutual Fund
Delaware Diversified 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 Diversified security.
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