Delaware Diversified Five Year Return vs. Price To Book
| DPCFX Fund | USD 7.68 0.02 0.26% |
For Delaware Diversified profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Delaware Diversified to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Delaware Diversified Income utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Delaware Diversified's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Delaware Diversified Income over time as well as its relative position and ranking within its peers.
Delaware |
Delaware Diversified Price To Book vs. Five Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Delaware Diversified's current stock value. Our valuation model uses many indicators to compare Delaware Diversified value to that of its competitors to determine the firm's financial worth. Delaware Diversified Income is one of the top funds in five year return among similar funds. It is rated # 2 fund in price to book among similar funds . 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 Diversified's earnings, one of the primary drivers of an investment's value.Delaware Price To Book vs. Five Year Return
Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
Delaware Diversified |
| = | (0.10) % |
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
Price to Book (P/B) ratio is used to relate a company book value to its current market price. A high P/B ratio indicates that investors expect executives to generate more returns on their investments from a given set of assets. Book value is the accounting value of assets minus liabilities.
Delaware Diversified |
| = | 1.17 X |
Price to Book ratio is mostly used in financial services industries where assets and liabilities are typically represented by dollars. Although low Price to Book ratio generally implies that the firm is undervalued, it is often a good indicator that the company may be in financial or managerial distress and should be investigated more carefully.
Delaware Price To Book Comparison
Delaware Diversified is currently under evaluation in price to book among similar funds.
Delaware Diversified Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Delaware Diversified, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Delaware Diversified will eventually generate negative long term returns. The profitability progress is the general direction of Delaware Diversified's change in net profit over the period of time. It can combine multiple indicators of Delaware Diversified, 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.
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.
Delaware Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Delaware Diversified. 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 Diversified 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 Diversified's important profitability drivers and their relationship over time.
Use Delaware Diversified in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Delaware Diversified position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Delaware Diversified will appreciate offsetting losses from the drop in the long position's value.Delaware Diversified Pair Trading
Delaware Diversified Income Pair Trading Analysis
The ability to find closely correlated positions to Delaware Diversified could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Delaware Diversified when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Delaware Diversified - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Delaware Diversified Income to buy it.
The correlation of Delaware Diversified is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Delaware Diversified moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Delaware Diversified moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Delaware Diversified can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Delaware Diversified position
In addition to having Delaware Diversified 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?
Run Sovereign ETFs Thematic Idea Now
Sovereign ETFs
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Sovereign ETFs theme has 17 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 Sovereign ETFs Theme or any other thematic opportunities.
| View All Next | Launch |
Other Information on Investing in Delaware Mutual Fund
To fully project Delaware Diversified's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Delaware Diversified 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 Diversified's income statement, its balance sheet, and the statement of cash flows.
| Economic Indicators Top statistical indicators that provide insights into how an economy is performing | |
| Portfolio Center All portfolio management and optimization tools to improve performance of your portfolios | |
| Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios | |
| Piotroski F Score Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals |