Delaware Limited-term Financials
| DTRIX Fund | USD 7.90 0.01 0.13% |
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 Limited-term Fund Summary
Delaware Limited-term competes with Blackrock Health, Putnam Global, Eaton Vance, Vanguard Health, and Live Oak. Under normal circumstances, the fund will invest at least 80 percent of its net assets, plus the amount of any borrowings for investment purposes, in investment grade fixed income securities, including, but not limited to, fixed income securities issued or guaranteed by the U.S. government, its agencies or instrumentalities, and by U.S. corporations. Delaware Limited-Term is traded on NASDAQ Exchange in the United States.| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US2459123087 |
| Business Address | Delaware Group Limited |
| Mutual Fund Family | Delaware Funds by Macquarie |
| Mutual Fund Category | Short-Term Bond |
| Benchmark | Dow Jones Industrial |
| Phone | 800 523 1918 |
| Currency | USD - US Dollar |
Delaware Limited-term Key Financial Ratios
Delaware Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Delaware Limited-term's current stock value. Our valuation model uses many indicators to compare Delaware Limited-term value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Delaware Limited-term competition to find correlations between indicators driving Delaware Limited-term's intrinsic value. More Info.Delaware Limited Term Diversified is one of the top funds in annual yield among similar funds. It also is one of the top funds in year to date return among similar funds creating about 144.10 of Year To Date Return 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 Limited-term's earnings, one of the primary drivers of an investment's value.Delaware Limited Term Systematic Risk
Delaware Limited-term's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Delaware Limited-term 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 Limited Term correlated with the market. If Beta is less than 0 Delaware Limited-term generally moves in the opposite direction as compared to the market. If Delaware Limited-term Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Delaware Limited Term is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Delaware Limited-term is generally in the same direction as the market. If Beta > 1 Delaware Limited-term moves generally in the same direction as, but more than the movement of the benchmark.
Delaware Limited-term March 20, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Delaware Limited-term help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Delaware Limited Term Diversified. We use our internally-developed statistical techniques to arrive at the intrinsic value of Delaware Limited Term Diversified 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 Limited-term's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.1533 | |||
| Information Ratio | 0.7272 | |||
| Maximum Drawdown | 0.6417 | |||
| Value At Risk | (0.13) | |||
| Potential Upside | 0.3812 |
Other Information on Investing in Delaware Mutual Fund
Delaware Limited-term 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 Limited-term security.
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