Delaware Enhanced Global Manager Performance
| XDEWXDelisted Fund | USD 8.78 0.00 0.00% |
The fund shows a Beta (market volatility) of 0.0502, which means not very significant fluctuations relative to the market. As returns on the market increase, Delaware Enhanced's returns are expected to increase less than the market. However, during the bear market, the loss of holding Delaware Enhanced is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Delaware Enhanced Global has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Delaware Enhanced is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Delaware Enhanced Relative Risk vs. Return Landscape
If you would invest 878.00 in Delaware Enhanced Global on September 2, 2024 and sell it today you would earn a total of 0.00 from holding Delaware Enhanced Global or generate 0.0% return on investment over 90 days. Delaware Enhanced Global 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 |
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Delaware Enhanced Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Delaware Enhanced's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Delaware Enhanced Global, and traders can use it to determine the average amount a Delaware Enhanced'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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Based on monthly moving average Delaware Enhanced 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 Enhanced by adding Delaware Enhanced to a well-diversified portfolio.
Delaware Enhanced Fundamentals Growth
Delaware Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Delaware Enhanced, and Delaware Enhanced 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.
About Delaware Enhanced Performance
Evaluating Delaware Enhanced's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Delaware Enhanced 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 Enhanced 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.
Things to note about Delaware Enhanced Global performance evaluation
Checking the ongoing alerts about Delaware Enhanced for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Delaware Enhanced Global help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Delaware Enhanced is not yet fully synchronised with the market data |
- Analyzing Delaware Enhanced'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 Enhanced's stock is overvalued or undervalued compared to its peers.
- Examining Delaware Enhanced'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 Enhanced's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Delaware Enhanced's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Delaware Enhanced's mutual fund. These opinions can provide insight into Delaware Enhanced's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Your Current Watchlist 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 housing. You can also try the Options Analysis module to analyze and evaluate options and option chains as a potential hedge for your portfolios.
Other Consideration for investing in Delaware Mutual Fund
If you are still planning to invest in Delaware Enhanced Global 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 Enhanced's history and understand the potential risks before investing.
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| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
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