Delaware Smid Year To Date Return vs. Price To Book
| DFCIXDelisted Fund | USD 16.08 0.00 0.00% |
For Delaware Smid profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Delaware Smid to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Delaware Smid Cap utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Delaware Smid's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Delaware Smid Cap over time as well as its relative position and ranking within its peers.
Delaware |
Delaware Smid Cap Price To Book vs. Year To Date Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Delaware Smid's current stock value. Our valuation model uses many indicators to compare Delaware Smid value to that of its competitors to determine the firm's financial worth. Delaware Smid Cap is one of the top funds in year to date return among similar funds. It also is one of the top funds in price to book among similar funds fabricating about 3.46 of Price To Book per Year To Date Return. 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 Smid's earnings, one of the primary drivers of an investment's value.Delaware Price To Book vs. Year To Date Return
Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
Delaware Smid |
| = | 1.26 % |
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
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 Smid |
| = | 4.36 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 Smid is currently under evaluation in price to book among similar funds.
Delaware Smid Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Delaware Smid, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Delaware Smid will eventually generate negative long term returns. The profitability progress is the general direction of Delaware Smid's change in net profit over the period of time. It can combine multiple indicators of Delaware Smid, 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 primarily in common stocks of growth-oriented companies that the manager believes have long-term capital appreciation potential and expects to grow faster than the U.S. economy. Delaware Smid is traded on NASDAQ Exchange in the United States.
Delaware Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Delaware Smid. 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 Smid 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 Smid's important profitability drivers and their relationship over time.
Learn to be your own money manager
Our tools can tell you how much better you can do entering a position in Delaware Smid without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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Equity ForecastingUse basic forecasting models to generate price predictions and determine price momentum |
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Use Investing Themes to Complement your Delaware Smid position
In addition to having Delaware Smid 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 Restaurants Thematic Idea Now
Restaurants
Entities that are involved in restaurant business, as well as coffee shop chains and other eateries. The Restaurants theme has 42 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 Restaurants Theme or any other thematic opportunities.
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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 signals in gross domestic product. You can also try the Commodity Channel module to use Commodity Channel Index to analyze current equity momentum.
Other Consideration for investing in Delaware Mutual Fund
If you are still planning to invest in Delaware Smid Cap check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Delaware Smid's history and understand the potential risks before investing.
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