Delaware Extended Duration Fund Buy Hold or Sell Recommendation
| DEERX Fund | USD 13.81 0.01 0.07% |
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Delaware Extended Duration is 'Strong Hold'. Macroaxis provides Delaware Extended buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding DEERX positions. The advice algorithm takes into account all of Delaware Extended's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Delaware Extended's buy or sell advice are summarized below:
Real Value 13.92 | Hype Value 13.81 | Market Value 13.81 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Delaware Extended Duration given historical horizon and risk tolerance towards Delaware Extended. When Macroaxis issues a 'buy' or 'sell' recommendation for Delaware Extended Duration, the advice is generated through an automated system that utilizes algorithms and statistical models.
Delaware |
Execute Delaware Extended Buy or Sell Advice
The Delaware recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Delaware Extended Duration. Macroaxis does not own or have any residual interests in Delaware Extended Duration or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Delaware Extended's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Hold
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Slowly supersedes the market | Details | |
Analyst Consensus | Not Available | Details |
Delaware Extended Trading Alerts and Improvement Suggestions
| Delaware Extended generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: Australia News Today Hedge Fund Activism, Woodside Opposed, Rinehart Stock - Bloomberg | |
| Delaware Extended generated five year return of -1.0% | |
| This fund retains about 12.64% of its assets under management (AUM) in fixed income securities |
Delaware Extended Returns Distribution Density
The distribution of Delaware Extended's historical returns is an attempt to chart the uncertainty of Delaware Extended's future price movements. The chart of the probability distribution of Delaware Extended daily returns describes the distribution of returns around its average expected value. We use Delaware Extended Duration price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Delaware Extended returns is essential to provide solid investment advice for Delaware Extended.
| Mean Return | -0.05 | Value At Risk | -1.44 | Potential Upside | 0.84 | Standard Deviation | 0.67 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Delaware Extended historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Delaware Extended Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Delaware Extended or Delaware Funds by Macquarie sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Delaware Extended's price will be affected by overall mutual fund market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Delaware fund's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over NYSE Composite | -0.1 | |
β | Beta against NYSE Composite | 0.50 | |
σ | Overall volatility | 0.68 | |
Ir | Information ratio | -0.2 |
Delaware Extended Volatility Alert
Delaware Extended Duration exhibits very low volatility with skewness of -0.73 and kurtosis of 0.05. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Delaware Extended's mutual fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Delaware Extended's mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Delaware Extended Fundamentals Vs Peers
Comparing Delaware Extended's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Delaware Extended's direct or indirect competition across all of the common fundamentals between Delaware Extended and the related equities. This way, we can detect undervalued stocks with similar characteristics as Delaware Extended or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Delaware Extended's fundamental indicators could also be used in its relative valuation, which is a method of valuing Delaware Extended by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Delaware Extended to competition |
| Fundamentals | Delaware Extended | Peer Average |
| Price To Earning | 36.38 X | 6.53 X |
| Annual Yield | 0.01 % | 0.29 % |
| Year To Date Return | 9.16 % | 0.39 % |
| One Year Return | (1.34) % | 4.15 % |
| Three Year Return | (7.34) % | 3.60 % |
| Five Year Return | (0.69) % | 3.24 % |
| Ten Year Return | 7.81 % | 1.79 % |
| Net Asset | 640.05 M | 4.11 B |
| Last Dividend Paid | 0.02 | 0.65 |
| Cash Position Weight | 3.28 % | 10.61 % |
| Bond Positions Weight | 12.64 % | 11.24 % |
Delaware Extended Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Delaware . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Daily Balance Of Power | 9.2 T | |||
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 13.81 | |||
| Day Typical Price | 13.81 | |||
| Price Action Indicator | 0.005 | |||
| Period Momentum Indicator | 0.01 |
About Delaware Extended Buy or Sell Advice
When is the right time to buy or sell Delaware Extended Duration? Buying financial instruments such as Delaware Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
Use Investing Ideas to Build Portfolios
In addition to having Delaware Extended in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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Check out Delaware Extended Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. You can also try the Crypto Correlations module to use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins.