Delaware Diversified Financials
| DPFFX Fund | USD 7.38 0.02 0.27% |
Delaware |
Please note that past performance is not an indicator of the future performance of Delaware Diversified, 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 Diversified Fund Summary
Delaware Diversified competes with Optimum Small-mid, Optimum Small-mid, Delaware High, Delaware High-yield, and Delaware High-yield. 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.Specialization | Intermediate Core-Plus Bond, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US2462485879 |
| Business Address | Delaware Group Adviser |
| Mutual Fund Family | Delaware Funds by Macquarie |
| Mutual Fund Category | Intermediate Core-Plus Bond |
| Benchmark | NYSE Composite |
| Phone | 800 523 1918 |
| Currency | USD - US Dollar |
You should never invest in Delaware Diversified Income without having analyzed available financial metrics that contribute to the net asset value (NAV) of the fund. Do not rely on someone else's analysis or guesses about the future performance of Delaware Mutual Fund, because this is throwing your money away. Analyzing the key information contained in Delaware Diversified's prospectus and an annual reports, can give you an edge over other investors and help to ensure that your investments perform well for you.
Delaware Diversified Key Financial Ratios
Generally speaking, Delaware Diversified's financial ratios allow both analysts and investors to convert raw data from Delaware Diversified's financial statements into concise, actionable information that can be used to evaluate the performance of Delaware Diversified over time and compare it to other companies across industries. There are many critical financial ratios that investors are exposed to on a daily basis, but they are usually grouped into few meaningful categories from each financial statement that Delaware Diversified reports annually and quarterly.Delaware Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Delaware Diversified's current stock value. Our valuation model uses many indicators to compare Delaware Diversified value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Delaware Diversified competition to find correlations between indicators driving Delaware Diversified's intrinsic value. More Info.Delaware Diversified Income is one of the top funds in price to earning among similar funds. It is one of the top funds in price to book among similar funds fabricating about 0.09 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Delaware Diversified Income is roughly 10.92 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Delaware Diversified by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Delaware Diversified's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. 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 Diversified's earnings, one of the primary drivers of an investment's value.Delaware Diversified Systematic Risk
Delaware Diversified's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Delaware Diversified 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.
Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Beta measures systematic risk based on how returns on Delaware Diversified correlated with the market. If Beta is less than 0 Delaware Diversified generally moves in the opposite direction as compared to the market. If Delaware Diversified Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Delaware Diversified is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Delaware Diversified is generally in the same direction as the market. If Beta > 1 Delaware Diversified moves generally in the same direction as, but more than the movement of the benchmark.
Delaware Diversified April 25, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Delaware Diversified help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Delaware Diversified Income. We use our internally-developed statistical techniques to arrive at the intrinsic value of Delaware Diversified Income 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 Diversified's daily price indicators and compare them against related drivers.
| Information Ratio | (0.28) | |||
| Maximum Drawdown | 2.25 | |||
| Value At Risk | (0.81) | |||
| Potential Upside | 0.5305 |
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Delaware Diversified Income. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in census. Note that the Delaware Diversified information on this page should be used as a complementary analysis to other Delaware Diversified'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 the Options Analysis module to analyze and evaluate options and option chains as a potential hedge for your portfolios.