Delaware Emerging Markets Fund Manager Performance Evaluation
| DEMCX Fund | USD 19.16 0.34 1.81% |
The fund shows a Beta (market volatility) of 0.93, which means possible diversification benefits within a given portfolio. Delaware Emerging returns are very sensitive to returns on the market. As the market goes up or down, Delaware Emerging is expected to follow.
Risk-Adjusted Performance
17 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Delaware Emerging Markets are ranked lower than 17 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak fundamental indicators, Delaware Emerging may actually be approaching a critical reversion point that can send shares even higher in May 2024.
...more| Expense Ratio Date | 30th of March 2023 | |
| Expense Ratio | 2.1700 |
Delaware |
Delaware Emerging Relative Risk vs. Return Landscape
If you would invest 1,701 in Delaware Emerging Markets on January 20, 2024 and sell it today you would earn a total of 215.00 from holding Delaware Emerging Markets or generate 12.64% return on investment over 90 days. Delaware Emerging Markets is currently producing 0.1929% returns and takes up 0.8751% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Delaware, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Delaware Emerging Current Valuation
Undervalued
Today
Please note that Delaware Emerging's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Delaware Emerging Markets shows a prevailing Real Value of $20.67 per share. The current price of the fund is $19.16. We determine the value of Delaware Emerging Markets from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will submerge.
Our valuation method for Delaware Emerging Markets is useful when determining the fair value of the Delaware mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Delaware Emerging. Since Delaware Emerging is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Delaware Mutual Fund. However, Delaware Emerging's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 19.16 | Real 20.67 | Hype 19.16 |
The real value of Delaware Mutual Fund, also known as its intrinsic value, is the underlying worth of Delaware Emerging Markets Mutual Fund, which is reflected in its stock price. It is based on Delaware Emerging's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Delaware Emerging's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Delaware Emerging's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Delaware Emerging Markets helps investors to forecast how Delaware mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Delaware Emerging more accurately as focusing exclusively on Delaware Emerging's fundamentals will not take into account other important factors: Delaware Emerging Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Delaware Emerging's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Delaware Emerging Markets, and traders can use it to determine the average amount a Delaware Emerging's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.2204
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | DEMCX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.88 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.19 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.22 actual daily | 17 83% of assets perform better |
Based on monthly moving average Delaware Emerging is performing at about 17% 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 Emerging by adding it to a well-diversified portfolio.
Delaware Emerging Fundamentals Growth
Delaware Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Delaware Emerging, and Delaware Emerging fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Delaware Mutual Fund performance.
| Price To Earning | 13.75 X | ||||
| Price To Book | 1.26 X | ||||
| Price To Sales | 0.98 X | ||||
| Total Asset | 48.86 M | ||||
About Delaware Emerging Performance
To evaluate Delaware Emerging Markets Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Delaware Emerging generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Delaware Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Delaware Emerging Markets market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Delaware's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.The fund invests primarily in a broad range of equity securities of companies located in emerging market countries. Emerging market countries include those currently considered to be developing by the World Bank, the United Nations, or the countries governments. These countries typically are located in the Asia-Pacific region, Eastern Europe, the Middle East, Central America, South America, and Africa. Under normal circumstances, at least 80 percent of the funds net assets, plus the amount of any borrowings for investment purposes, will be invested in emerging market issuers .Things to note about Delaware Emerging Markets performance evaluation
Checking the ongoing alerts about Delaware Emerging for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Delaware Emerging Markets help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund generated three year return of -7.0% | |
| Delaware Emerging Markets retains 99.23% of its assets under management (AUM) in equities |
- Analyzing Delaware Emerging's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Delaware Emerging's stock is overvalued or undervalued compared to its peers.
- Examining Delaware Emerging's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Delaware Emerging's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Delaware Emerging's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Delaware Emerging's mutual fund. These opinions can provide insight into Delaware Emerging's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Delaware Emerging Markets. 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 main economic indicators. Note that the Delaware Emerging Markets information on this page should be used as a complementary analysis to other Delaware Emerging'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 Sync Your Broker module to sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors..