Delaware Value Fund Price on September 20, 2019
| DDZRX Fund | USD 17.41 0.07 0.40% |
Below is the normalized historical share price chart for Delaware Value extending back to June 09, 2016. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Delaware Value stands at 17.41, as last reported on the 24th of April, with the highest price reaching 17.41 and the lowest price hitting 17.41 during the day.
If you're considering investing in Delaware Mutual Fund, it is important to understand the factors that can impact its price. We consider Delaware Value very steady. Delaware Value secures Sharpe Ratio (or Efficiency) of 0.12, which denotes the fund had a 0.12% return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Delaware Value, which you can use to evaluate the volatility of the entity. Please confirm Delaware Value's Coefficient Of Variation of 936.58, mean deviation of 0.4686, and Downside Deviation of 0.6821 to check if the risk estimate we provide is consistent with the expected return of 0.0714%.
Delaware Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Delaware |
Sharpe Ratio = 0.1206
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Estimated Market Risk
| 0.59 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.07 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.12 actual daily | 9 91% of assets perform better |
Based on monthly moving average Delaware Value is performing at about 9% of its full potential. 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 Value by adding it to a well-diversified portfolio.
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.
About Delaware Value Mutual Fund history
Delaware Value investors dedicate a lot of time and effort to gaining insight into how a market's past behavior relates to its future. Access to timely market data for Delaware is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Delaware Value will depend on recognizing future opportunities and eliminating past mistakes. Historical data analysis is the study of market behavior over a given time. Recorded market-related data such as price, volatility, and volume can be quantified and studied over a defined period. Through a detailed examination of a market's past behavior, traders and investors can gain perspective on the inner workings of that market. The information obtained throughout analyzing Delaware Value stock prices may prove useful in developing a viable investing in Delaware Value
Under normal circumstances, the fund will invest at least 80 percent of its net assets, plus the amount of any borrowings for investment purposes, in securities of large-capitalization companies . It invests primarily in securities of large-capitalization companies that the Manager believes have long-term capital appreciation potential. The funds advisor currently defines large-capitalization stocks as those with market capitalizations of 5 billion or greater at the time of purchase.
Delaware Value Mutual Fund Technical Analysis
Delaware Value technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
Price Boundaries
Delaware Value Period Price Range
Delaware Value April 24, 2024 Market Strength
Market strength indicators help investors to evaluate how Delaware Value mutual fund reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Delaware Value shares will generate the highest return on investment. By undertsting and applying Delaware Value mutual fund market strength indicators, traders can identify Delaware Value entry and exit signals to maximize returns
| Daily Balance Of Power | (9,223,372,036,855) | |||
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 17.41 | |||
| Day Typical Price | 17.41 | |||
| Price Action Indicator | (0.04) | |||
| Period Momentum Indicator | (0.07) |
Delaware Value Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Delaware Value's price direction in advance. Along with the technical and fundamental analysis of Delaware Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Delaware to make sure they correctly time the market and exploit it's hidden potentials. Even though most predictive indicators are useful for the short-term horizon, it's virtually impossible to predict the unforeseen market. For traders with a short-term horizon, predictive indicators add value when properly applied. Long-term investors, however, may find many predictive indicators less useful.
| Risk Adjusted Performance | 0.0661 | |||
| Jensen Alpha | (0.02) | |||
| Total Risk Alpha | (0.03) | |||
| Sortino Ratio | (0.05) | |||
| Treynor Ratio | 0.0653 |
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Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Delaware Value. 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 metropolitan statistical area. You can also try the Odds Of Bankruptcy module to get analysis of equity chance of financial distress in the next 2 years.