Delaware Wealth Financials
| DDERX Fund | 14.67 0.12 0.81% |
Delaware |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Delaware Wealth Fund Summary
Delaware Wealth competes with Optimum Small, Optimum Small, Ivy Apollo, Optimum Fixed, and Ivy Asset. Under normal circumstances, at least 50 percent of the funds total assets will be invested in income-generating equity securities, including real estate investment trusts , convertible securities, and exchange-traded funds . It invests primarily in income-generating securities , which may include equity securities of large, well-established companies, and debt securities, including high yield, high-risk corporate bonds, investment grade fixed income securities, convertible securities, and U.S. government securities.Specialization | Allocation--50% to 70% Equity, Large Value |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Mutual Fund Family | Delaware Funds by Macquarie |
| Mutual Fund Category | Allocation--50% to 70% Equity |
| Benchmark | Dow Jones Industrial |
Delaware Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Delaware Wealth's current stock value. Our valuation model uses many indicators to compare Delaware Wealth value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Delaware Wealth competition to find correlations between indicators driving Delaware Wealth's intrinsic value. More Info.Delaware Wealth Builder is one of the top funds in annual yield among similar funds. It also is one of the top funds in net asset among similar funds making up about 42,299,310,711 of Net Asset per Annual Yield. 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 Wealth's earnings, one of the primary drivers of an investment's value.Delaware Wealth Builder Systematic Risk
Delaware Wealth's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Delaware Wealth volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was twenty with a total number of output elements of fourty-one. The Beta measures systematic risk based on how returns on Delaware Wealth Builder correlated with the market. If Beta is less than 0 Delaware Wealth generally moves in the opposite direction as compared to the market. If Delaware Wealth Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Delaware Wealth Builder is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Delaware Wealth is generally in the same direction as the market. If Beta > 1 Delaware Wealth moves generally in the same direction as, but more than the movement of the benchmark.
Delaware Wealth December 21, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Delaware Wealth help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Delaware Wealth Builder. We use our internally-developed statistical techniques to arrive at the intrinsic value of Delaware Wealth Builder based on widely used predictive technical indicators. In general, we focus on analyzing Delaware Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Delaware Wealth's daily price indicators and compare them against related drivers.
| Information Ratio | (0.16) | |||
| Maximum Drawdown | 5.11 | |||
| Value At Risk | (0.64) | |||
| Potential Upside | 0.6997 |
Other Information on Investing in Delaware Mutual Fund
Delaware Wealth 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 Wealth security.
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