Delaware Small Year To Date Return vs. Annual Yield
| DEVLX Fund | USD 64.15 0.62 0.98% |
For Delaware Small profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Delaware Small to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Delaware Small Cap utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Delaware Small's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Delaware Small Cap over time as well as its relative position and ranking within its peers.
Delaware |
Delaware Small Cap Annual Yield vs. Year To Date Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Delaware Small's current stock value. Our valuation model uses many indicators to compare Delaware Small value to that of its competitors to determine the firm's financial worth. Delaware Small Cap is one of the top funds in year to date return among similar funds. It also is one of the top funds in annual yield among similar funds . The ratio of Year To Date Return to Annual Yield for Delaware Small Cap is about 243.17 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Delaware Small's earnings, one of the primary drivers of an investment's value.Delaware Annual Yield vs. Year To Date Return
Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
Delaware Small |
| = | 2.58 % |
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.
Delaware Small |
| = | 0.01 % |
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
Delaware Annual Yield Comparison
Delaware Small is currently under evaluation in annual yield among similar funds.
Delaware Small Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Delaware Small, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Delaware Small will eventually generate negative long term returns. The profitability progress is the general direction of Delaware Small's change in net profit over the period of time. It can combine multiple indicators of Delaware Small, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
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. It invests primarily in investments of small companies whose stock prices, in the portfolio managers opinion, appear low relative to their underlying value or future potential.
Delaware Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Delaware Small. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Delaware Small position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Delaware Small's important profitability drivers and their relationship over time.
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Our tools can tell you how much better you can do entering a position in Delaware Small without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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SectorsList of equity sectors categorizing publicly traded companies based on their primary business activities |
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Use Investing Themes to Complement your Delaware Small position
In addition to having Delaware Small in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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Asset Allocation ETFs
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Asset Allocation ETFs theme has 152 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Asset Allocation ETFs Theme or any other thematic opportunities.
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Other Information on Investing in Delaware Mutual Fund
To fully project Delaware Small's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Delaware Small Cap at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Delaware Small's income statement, its balance sheet, and the statement of cash flows.
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