Delaware Dividend Backtesting

XDDFX -- USA Fund  

USD 10.93  0.17  1.58%

With this equity back-testing module your can estimate the performance of a buy and hold strategy of Delaware Dividend Income Fund and determine expected loss or profit from investing in Delaware Dividend over given investment horizon. See also Delaware Dividend Hype Analysis, Delaware Dividend Correlation, Portfolio Optimization, Delaware Dividend Volatility as well as analyze Delaware Dividend Alpha and Beta and Delaware Dividend Performance.
Horizon     30 Days    Login   to change

Delaware Dividend 'What if' Analysis

September 9, 2019
No Change 0.00  0.0 
In 2 months and 31 days
December 8, 2019
If you would invest  0.00  in Delaware Dividend on September 9, 2019 and sell it all today you would earn a total of 0.00 from holding Delaware Dividend Income Fund or generate 0.0% return on investment in Delaware Dividend over 90 days.

Delaware Dividend Upside/Downside Indicators

Downside Deviation0.8395
Information Ratio(0.09)
Maximum Drawdown3.74
Value At Risk(1.46)
Potential Upside0.9141

Delaware Dividend Market Premium Indicators

Risk Adjusted Performance0.0131
Jensen Alpha(0.038628)
Total Risk Alpha(0.07)
Sortino Ratio(0.07)
Treynor Ratio0.0053

Delaware Dividend Backtested Returns

Macroaxis considers Delaware Dividend to be not too volatile. Delaware Dividend secures Sharpe Ratio (or Efficiency) of -0.0067 which denotes the fund had -0.0067% of return per unit of risk over the last 3 months. Macroaxis philosophy towards predicting risk of any fund is to look at both systematic and un-systematic factors of the business, including all available market data and technical indicators. Delaware Dividend Income Fund exposes twenty-one different technical indicators which can help you to evaluate volatility that cannot be diversified away. Please be advised to confirm Delaware Dividend Coefficient Of Variation of 5140.92, Downside Deviation of 0.8395 and Mean Deviation of 0.4996 to check risk estimate we provide. The organization shows Beta (market volatility) of 0.6681 which denotes to the fact that as returns on market increase, Delaware Dividend returns are expected to increase less than the market. However during bear market, the loss on holding Delaware Dividend will be expected to be smaller as well. Even though it is essential to pay attention to Delaware Dividend historical returns, it is always good to be careful when utilizing equity current trending patterns. Macroaxis philosophy towards predicting future performance of any fund is to check both, its past performance charts as well as the business as a whole, including all available technical indicators. Delaware Dividend Income Fund exposes twenty-one different technical indicators which can help you to evaluate its performance.