Delaware Diversified Income Fund Manager Performance Evaluation
| DPDFX Fund | USD 7.70 0.02 0.26% |
The fund shows a Beta (market volatility) of -0.0636, which means not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Delaware Diversified are expected to decrease at a much lower rate. During the bear market, Delaware Diversified is likely to outperform the market.
Risk-Adjusted Performance
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Weak | Strong |
Very Weak
Over the last 90 days Delaware Diversified Income has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong technical and fundamental indicators, Delaware Diversified is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 28th of February 2023 | |
| Expense Ratio | 0.7000 |
Delaware |
Delaware Diversified Relative Risk vs. Return Landscape
If you would invest 774.00 in Delaware Diversified Income on August 31, 2024 and sell it today you would lose (4.00) from holding Delaware Diversified Income or give up 0.52% of portfolio value over 90 days. Delaware Diversified Income is currently producing negative expected returns and takes up 0.324% volatility of returns over 90 trading days. Put another way, 2% 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 Diversified Current Valuation
Overvalued
Today
Please note that Delaware Diversified's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Delaware Diversified shows a prevailing Real Value of $7.44 per share. The current price of the fund is $7.7. We determine the value of Delaware Diversified from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will submerge.
Since Delaware Diversified is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Delaware Mutual Fund. However, Delaware Diversified's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 7.7 | Real 7.44 | Hype 7.7 | Naive 7.7 |
The intrinsic value of Delaware Diversified's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Delaware Diversified's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Delaware Diversified Income helps investors to forecast how Delaware mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Delaware Diversified more accurately as focusing exclusively on Delaware Diversified's fundamentals will not take into account other important factors: Delaware Diversified Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Delaware Diversified's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Delaware Diversified Income, and traders can use it to determine the average amount a Delaware Diversified'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 = -0.0238
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | DPDFX |
Estimated Market Risk
| 0.32 actual daily | 2 98% of assets are more volatile |
Expected Return
| -0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.02 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Delaware Diversified 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 Diversified by adding Delaware Diversified to a well-diversified portfolio.
Delaware Diversified Fundamentals Growth
Delaware Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Delaware Diversified, and Delaware Diversified 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 | 12.12 X | |||
| Price To Book | 1.11 X | |||
| Price To Sales | 0.89 X | |||
| Total Asset | 502.56 M | |||
About Delaware Diversified Performance
Evaluating Delaware Diversified's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Delaware Diversified 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 Diversified 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.
The fund invests in the following four sectors of the fixed income securities markets the U.S. investment grade sector, the U.S. high yield sector, the international developed markets sector, and the emerging markets sector. It normally invests at least 80 percent of its net assets, plus the amount of any borrowings for investment purposes, in fixed income securities. The funds investments in emerging markets will, in the aggregate, be limited to no more than 20 percent of the funds net assets.Things to note about Delaware Diversified performance evaluation
Checking the ongoing alerts about Delaware Diversified for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Delaware Diversified help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Delaware Diversified generated a negative expected return over the last 90 days | |
| The fund generated three year return of -2.0% | |
| Delaware Diversified retains about 17.01% of its assets under management (AUM) in fixed income securities |
- Analyzing Delaware Diversified'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 Diversified's stock is overvalued or undervalued compared to its peers.
- Examining Delaware Diversified'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 Diversified's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Delaware Diversified's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Delaware Diversified's mutual fund. These opinions can provide insight into Delaware Diversified's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Delaware Mutual Fund
Delaware Diversified 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 Diversified security.
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| Portfolio Optimization Compute new portfolio that will generate highest expected return given your specified tolerance for risk | |
| Volatility Analysis Get historical volatility and risk analysis based on latest market data | |
| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing |