Delaware Value Financial Statements From 2010 to 2024
| DDZRX Fund | USD 19.18 0.02 0.10% |
Check Delaware Value financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Delaware Value's main balance sheet or income statement drivers, such as , as well as many indicators such as . Delaware financial statements analysis is a perfect complement when working with Delaware Value Valuation or Volatility modules.
Delaware |
Delaware Value Mutual Fund Three Year Return Analysis
Delaware Value's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Delaware Value Three Year Return | 5.50 % |
Most of Delaware Value's fundamental indicators, such as Three Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Delaware Value is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
| Competition |
Based on the latest financial disclosure, Delaware Value has a Three Year Return of 5.4991%. This is 49.6% lower than that of the Delaware Funds by Macquarie family and significantly higher than that of the Large Value category. The three year return for all United States funds is notably lower than that of the firm.
Delaware Value Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Delaware Value's current stock value. Our valuation model uses many indicators to compare Delaware Value value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Delaware Value competition to find correlations between indicators driving Delaware Value's intrinsic value. More Info.Delaware Value 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 980.79 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 Value's earnings, one of the primary drivers of an investment's value.About Delaware Value Financial Statements
Delaware Value investors use historical fundamental indicators, such as Delaware Value's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Delaware Value. Please read more on our technical analysis and fundamental analysis pages.
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 securities of large-capitalization companies . It invests primarily in securities of large-capitalization companies that the Manager believes have long-term capital appreciation potential. The funds advisor currently defines large-capitalization stocks as those with market capitalizations of 5 billion or greater at the time of purchase.
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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 Value 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 Value security.
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