Delaware National Municipal Fund Manager Performance Evaluation
| XVFLX Fund | USD 12.17 0.06 0.50% |
The fund shows a Beta (market volatility) of 0.13, which means not very significant fluctuations relative to the market. As returns on the market increase, Delaware National's returns are expected to increase less than the market. However, during the bear market, the loss of holding Delaware National is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Delaware National Municipal has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong essential indicators, Delaware National is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 1.6600 |
Delaware |
Delaware National Relative Risk vs. Return Landscape
If you would invest 1,214 in Delaware National Municipal on September 1, 2024 and sell it today you would earn a total of 3.00 from holding Delaware National Municipal or generate 0.25% return on investment over 90 days. Delaware National Municipal is currently producing 0.0055% returns and takes up 0.5613% volatility of returns over 90 trading days. Put another way, 4% 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 National Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Delaware National's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Delaware National Municipal, and traders can use it to determine the average amount a Delaware National'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 = 0.0098
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | XVFLX |
Estimated Market Risk
| 0.56 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.01 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Delaware National 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 National by adding Delaware National to a well-diversified portfolio.
Delaware National Fundamentals Growth
Delaware Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Delaware National, and Delaware National 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.
About Delaware National Performance
Evaluating Delaware National's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Delaware National 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 National 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.
Delaware National is entity of United States. It is traded as Fund on NMFQS exchange.Things to note about Delaware National performance evaluation
Checking the ongoing alerts about Delaware National for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Delaware National help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Delaware National's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Delaware National's mutual fund performance include:- Analyzing Delaware National'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 National's stock is overvalued or undervalued compared to its peers.
- Examining Delaware National'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 National's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Delaware National's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Delaware National's mutual fund. These opinions can provide insight into Delaware National's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Delaware Mutual Fund
Delaware National 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 National security.
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments | |
| Piotroski F Score Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals | |
| Global Correlations Find global opportunities by holding instruments from different markets |