The organization shows Beta (market volatility) of 0.0 which denotes to the fact that the returns on MARKET and Delaware Inv are completely uncorrelated. Although it is extremely important to respect Delaware Inv Global
historical returns, it is better to be realistic regarding the information on equity current trending patterns. The philosophy towards predicting future performance of any fund is to evaluate the business as a whole together with its past performance including all available fundamental and technical indicators
. By reviewing Delaware Inv Global technical indicators
you can presently evaluate if the expected return of 0.0% will be sustainable into the future.
Risk-Adjusted Fund Performance
Over the last 30 days Delaware Inv Global Value F USD has generated negative risk-adjusted returns adding no value to fund investors. Despite somewhat strong basic indicators, Delaware Inv is not utilizing all of its potentials. The continuing stock price disturbance, may contribute to short term losses for the investors.
|Fifty Two Week Low||11.7800|
|Fifty Two Week High||11.7800|
|Annual Report Expense Ratio||1.67%|
Delaware Inv Global Relative Risk vs. Return Landscape
If you would invest (100.00)
in Delaware Inv Global Value F USD on April 21, 2019
and sell it today you would earn a total of 100.00
from holding Delaware Inv Global Value F USD or generate -100.0%
return on investment over 30
days. Delaware Inv Global Value F USD is generating negative expected returns and assumes 0.0% volatility on return distribution over the 30 days horizon. Simply put, 0% of equities are less volatile than Delaware Inv and 99% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
Daily Expected Return (%)
Delaware Inv Market Risk Analysis
Sharpe Ratio = 0.0
Based on monthly moving average Delaware Inv is performing at about 0% 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 Inv
by adding it to a well-diversified