Delaware Small Cap Fund Manager Performance Evaluation
The fund shows a Beta (market volatility) of 0.0, which means not very significant fluctuations relative to the market. the returns on MARKET and Delaware Small are completely uncorrelated.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Delaware Small Cap has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward indicators, Delaware Small is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreDelaware |
Delaware Small Relative Risk vs. Return Landscape
If you would invest 0.00 in Delaware Small Cap on December 22, 2024 and sell it today you would earn a total of 0.00 from holding Delaware Small Cap or generate 0.0% return on investment over 90 days. Delaware Small Cap is currently producing negative expected returns and takes up 0.0% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Delaware, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Delaware Small Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Delaware Small's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Delaware Small Cap, and traders can use it to determine the average amount a Delaware Small's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Based on monthly moving average Delaware Small is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Delaware Small by adding Delaware Small to a well-diversified portfolio.
Delaware Small Fundamentals Growth
Delaware Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Delaware Small, and Delaware Small fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Delaware Mutual Fund performance.
| Price To Earning | 18.54 X | |||
| Price To Book | 1.69 X | |||
| Price To Sales | 1.09 X | |||
| Total Asset | 7.01 B | |||
About Delaware Small Performance
Evaluating Delaware Small's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Delaware Small has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Delaware Small has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
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. Delaware Small is traded on NASDAQ Exchange in the United States.Things to note about Delaware Small Cap performance evaluation
Checking the ongoing alerts about Delaware Small for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Delaware Small Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Delaware Small Cap is not yet fully synchronised with the market data | |
| Delaware Small Cap has some characteristics of a very speculative penny stock | |
| The fund retains 98.78% of its assets under management (AUM) in equities |
- Analyzing Delaware Small's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Delaware Small's stock is overvalued or undervalued compared to its peers.
- Examining Delaware Small's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Delaware Small's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Delaware Small's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Delaware Small's mutual fund. These opinions can provide insight into Delaware Small's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Investing Opportunities to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as various price indices. You can also try the Insider Screener module to find insiders across different sectors to evaluate their impact on performance.
Other Tools for Delaware Mutual Fund
When running Delaware Small's price analysis, check to measure Delaware Small's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Delaware Small is operating at the current time. Most of Delaware Small's value examination focuses on studying past and present price action to predict the probability of Delaware Small's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Delaware Small's price. Additionally, you may evaluate how the addition of Delaware Small to your portfolios can decrease your overall portfolio volatility.
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