Delaware Small Cap Fund Manager Performance Evaluation
| DVLRX Fund | USD 61.33 0.92 1.48% |
The fund shows a Beta (market volatility) of -0.46, which means possible diversification benefits within a given portfolio. As returns on the market increase, returns on owning Delaware Small are expected to decrease at a much lower rate. During the bear market, Delaware Small is likely to outperform the market.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Delaware Small Cap are ranked lower than 14 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Delaware Small showed solid returns over the last few months and may actually be approaching a breakup point.
...moreDelaware |
Delaware Small Relative Risk vs. Return Landscape
If you would invest 4,943 in Delaware Small Cap on October 27, 2025 and sell it today you would earn a total of 1,190 from holding Delaware Small Cap or generate 24.07% return on investment over 90 days. Delaware Small Cap is currently producing 0.3676% returns and takes up 2.0409% volatility of returns over 90 trading days. Put another way, 18% of traded mutual funds are less volatile than Delaware, and 93% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Delaware Small Current Valuation
Overvalued
Today
Please note that Delaware Small's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Delaware Small Cap shows a prevailing Real Value of $59.7 per share. The current price of the fund is $61.33. We determine the value of Delaware Small Cap 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 Small is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Delaware Mutual Fund. However, Delaware Small'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 61.33 | Real 59.7 | Hype 61.33 | Naive 63.33 |
The intrinsic value of Delaware Small'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 Small'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 Small Cap 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 Small more accurately as focusing exclusively on Delaware Small's fundamentals will not take into account other important factors: Delaware Small 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 |
| 61.33 | 90 days | 61.33 | about 9.23 |
Based on a normal probability distribution, the odds of Delaware Small to move above the current price in 90 days from now is about 9.23 (This Delaware Small Cap 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 Small Cap has a beta of -0.46 suggesting as returns on the benchmark increase, returns on holding Delaware Small are expected to decrease at a much lower rate. During a bear market, however, Delaware Small Cap is likely to outperform the market. Additionally Delaware Small Cap has an alpha of 0.3892, implying that it can generate a 0.39 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Delaware Small Price Density |
| Price |
Predictive Modules for Delaware Small
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 Small Cap. 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 Small Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Delaware Small is not an exception. The market had few large corrections towards the Delaware Small'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 Small Cap, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Delaware Small within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.39 | |
β | Beta against Dow Jones | -0.46 | |
σ | Overall volatility | 5.36 | |
Ir | Information ratio | 0.14 |
Delaware Small 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 Small for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Delaware Small Cap can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Three major research universities opt out of new Elsevier deal - Times Higher Education | |
| The fund retains 97.8% of its assets under management (AUM) in equities |
Delaware Small Fundamentals Growth
Delaware Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Delaware Small, and Delaware Small 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 | 17.54 X | |||
| Price To Book | 1.60 X | |||
| Price To Sales | 0.99 X | |||
| Total Asset | 5.42 B | |||
About Delaware Small Performance
Evaluating Delaware Small's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Delaware Small 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 Small 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, at least 80 percent of the funds net assets, plus the amount of any borrowings for investment purposes, will be in investments of small-capitalization companies. Delaware Small is traded on NASDAQ Exchange in the United States.Things to note about Delaware Small Cap performance evaluation
Checking the ongoing alerts about Delaware Small for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Delaware Small Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Three major research universities opt out of new Elsevier deal - Times Higher Education | |
| The fund retains 97.8% of its assets under management (AUM) in equities |
- Analyzing Delaware Small'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 Small's stock is overvalued or undervalued compared to its peers.
- Examining Delaware Small'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 Small's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Delaware Small's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Delaware Small's mutual fund. These opinions can provide insight into Delaware Small's potential for growth and whether the stock is currently undervalued or overvalued.
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.
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