Delaware Wealth Builder Fund Ten Year Return
DDERX Fund | 14.67 0.12 0.81% |
Delaware Wealth Builder fundamentals help investors to digest information that contributes to Delaware Wealth's financial success or failures. It also enables traders to predict the movement of Delaware Mutual Fund. The fundamental analysis module provides a way to measure Delaware Wealth's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Delaware Wealth mutual fund.
Delaware |
Delaware Wealth Builder Mutual Fund Ten Year Return Analysis
Delaware Wealth's Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
More About Ten Year Return | All Equity Analysis
Ten Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
Competition |
Based on the latest financial disclosure, Delaware Wealth Builder has a Ten Year Return of 0.0%. This is 100.0% lower than that of the Delaware Funds by Macquarie family and about the same as Allocation--50% to 70% Equity (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
Delaware Ten Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Delaware Wealth's direct or indirect competition against its Ten Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Delaware Wealth could also be used in its relative valuation, which is a method of valuing Delaware Wealth by comparing valuation metrics of similar companies.Delaware Wealth is currently under evaluation in ten year return among similar funds.
Delaware Fundamentals
Annual Yield | 0.02 % | ||||
Net Asset | 892.52 M |
About Delaware Wealth Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Delaware Wealth Builder's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Delaware Wealth using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Delaware Wealth Builder based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.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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