Delaware Mutual Fund Financials

DLMAX -  USA Fund  

USD 8.30  0.08  0.97%

Understanding current and past Delaware Mid Financials, including the trends in assets, liabilities, equity and income are directly related to making proper and timely investing decisions. All of Delaware Mid's financial statements are interrelated, with each one affecting the others. For example, an increase in Delaware Mid's assets may result in an increase in income on the income statement. Because of this, it is necessary to analyze all of Delaware Mid's financials over time to get the whole picture.
Please utilize Delaware Mid Cap fundamental data analysis to find out if markets are presently mispricing the fund. We were able to analyze fourteen available fundamental indicators for Delaware Mid Cap, which can be compared to its rivals. Use Delaware Mid total asset and net asset to make sure your decision on pricing Delaware Mid Cap is adequate. Use Delaware Mid to enhance returns of your portfolios. The fund experiences a moderate upward volatility. Check odds of Delaware Mid to be traded at $9.13 in 90 days.

Delaware Fundamentals 

 
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With this module, you can analyze Delaware financials for your investing period. You should be able to track the changes in Delaware Mid individual financial statements over time to develop the understanding of its risk, liquidity, profitability, or other critical and vital indicators.
  Chance Of Financial Distress
Less than 41
Delaware Mid Cap has less than 41 (%) percent chance of experiencing financial distress in the next two years of operations. The calculation of odds of distress for Delaware Mid mutual fund is tightly coupled with the Probability of Bankruptcy. It complements the equity performance score by supplying investors with insight into company financials without requiring them to know too much about all of the complex accounting and financial indicators surrounding the entity. More Info
The data published in Delaware Mid's official financial statements usually reflect Delaware Mid's business processes, product offerings, services, and other fundamental events. But there are other numbers, ratios, or fundamental indicators derived from these statements that are easier to understand and visualize within the underlying realities that drive quantitative information of Delaware Mid Cap. For example, before you start analyzing numbers published by Delaware accountants, it's critical to develop an understanding of what Delaware Mid's liquidity, profitability, and earnings quality are in the context of the Delaware Funds by Macquarie space in which it operates.
Please note that past performance is not an indicator of the future performance of Delaware Mid, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost. .

Delaware Mid Company Summary

Delaware Mid competes with Fidelity Low-Priced, Fidelity Low-Priced, Vanguard Mid-Cap, Vanguard Mid-Cap, and John Hancock. The fund invests primarily in investments of medium-sized companies whose stock prices appear low relative to their underlying value or future potential. Delaware Mid is traded on NASDAQ Exchange in the United States.
InstrumentUSA Mutual Fund View All
ExchangeNASDAQ Exchange
Business AddressDelaware Group Equity
Mutual Fund FamilyDelaware Funds by Macquarie
Mutual Fund CategoryMid-Cap Value
BenchmarkDOW
Phone800 523 1918
CurrencyUSD - US Dollar

Delaware Financial Ratios Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Delaware Mid's current stock value. Our valuation model uses many indicators to compare Delaware Mid value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Delaware Mid competition to find correlations between indicators driving Delaware Mid's intrinsic value. More Info.
Delaware Mid Cap is rated below average in net asset among similar funds. It is rated below average in one year return among similar funds .

Delaware Mid Cap Systematic Risk

Delaware Mid's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Delaware Mid volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was thirty-seven with a total number of output elements of twenty-four. The Beta measures systematic risk based on how returns on Delaware Mid Cap correlated with the market. If Beta is less than 0 Delaware Mid generally moves in the opposite direction as compared to the market. If Delaware Mid Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Delaware Mid Cap is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Delaware Mid is generally in the same direction as the market. If Beta > 1 Delaware Mid moves generally in the same direction as, but more than the movement of the benchmark. View also all equity analysis or get more info about beta statistic functions indicator.

About Delaware Mid Financials

What exactly are Delaware Mid Financials? Typically, a company's financial statements are the reports that show the financial position of the company. Three primary documents fall into the category of financial statements. These documents include Delaware Mid's income statement, its balance sheet, and the statement of cash flows. Potential Delaware Mid investors and stakeholders use financial statements to determine how well the company is positioned to perform in the future. Although Delaware Mid investors may use each financial statement separately, they are all related. The changes in Delaware Mid's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Delaware Mid's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.
Delaware Mid Cap is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of Mid-Cap Value category is currently estimated at about 214.73 Billion. Delaware Mid adds roughly 81.36 Million in net asset claiming only tiny portion of funds under Mid-Cap Value category.

Delaware Mid October 22, 2021 Opportunity Range

Along with financial statement analysis, the daily predictive indicators of Delaware Mid help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Delaware Mid Cap. We use our internally-developed statistical techniques to arrive at the intrinsic value of Delaware Mid Cap based on widely used predictive technical indicators. In general, we focus on analyzing Delaware Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Delaware Mid's daily price indicators and compare them against related drivers.
Downside Deviation0.8262
Information Ratio0.0713
Maximum Drawdown3.68
Value At Risk(1.25)
Potential Upside1.5
Continue to Investing Opportunities. Note that the Delaware Mid Cap information on this page should be used as a complementary analysis to other Delaware Mid's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Price Exposure Probability module to analyze equity upside and downside potential for a given time horizon across multiple markets.

Complementary Tools for Delaware Mutual Fund analysis

When running Delaware Mid Cap price analysis, check to measure Delaware Mid'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 Mid is operating at the current time. Most of Delaware Mid's value examination focuses on studying past and present price action to predict the probability of Delaware Mid's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Delaware Mid's price. Additionally, you may evaluate how the addition of Delaware Mid to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Delaware Mid's value and its price as these two are different measures arrived at by different means. Investors typically determine Delaware Mid value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Delaware Mid's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.