Delaware Inv (Ireland) Manager Performance Evaluation

F0000020WU -- Ireland Fund  

USD 11.45  0.01  0.09%

The organization shows Beta (market volatility) of 0.2167 which denotes to the fact that as returns on market increase, Delaware Inv returns are expected to increase less than the market. However during bear market, the loss on holding Delaware Inv will be expected to be smaller as well.. Even though it is essential to pay attention to Delaware Inv Global 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 Inv Global Value F USD exposes twenty-one different technical indicators which can help you to evaluate its performance.
 Time Horizon     30 Days    Login   to change

Delaware Inv Global Relative Risk vs. Return Landscape

If you would invest  1,152  in Delaware Inv Global Value F USD on July 17, 2018 and sell it today you would lose (7.00)  from holding Delaware Inv Global Value F USD or give up 0.61% of portfolio value over 30 days. Delaware Inv Global Value F USD is generating negative expected returns and assumes 0.4296% volatility on return distribution over the 30 days horizon. Simply put, 3% of equities are less volatile than Delaware Inv Global Value F USD and 99% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
 Daily Expected Return (%) 
      Risk (%) 
Assuming 30 trading days horizon, Delaware Inv Global Value F USD is expected to under-perform the market. But the company apears to be less risky and when comparing its historical volatility, the company is 1.04 times less risky than the market. the firm trades about -0.71 of its potential returns per unit of risk. The DOW is currently generating roughly 0.02 of returns per unit of risk over similar time horizon.

Delaware Inv Current Valuation

Not valued
August 16, 2018
11.45
Market Value
0.00
Real Value
Target Odds
  
0.00
Upside
Delaware Inv is Unknown risk asset. Delaware Inv Global prevailing Real Value cannot be determined due to lack of data. The current price of Delaware Inv Global is $11.45. Based on Macroaxis valuation methodology, the entity cannot be evaluated at this time. We determine the value of Delaware Inv Global from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise to go long with undervalued instruments and to sell out overvalued instruments since at some point assets prices and their ongoing real values will submerge.

Delaware Inv Market Risk Analysis

Sharpe Ratio = -0.7071
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Delaware Inv Relative Performance Indicators

Estimated Market Risk
 0.43
  actual daily
 
 97 %
of total potential
  
Expected Return
 -0.3
  actual daily
 
 1 %
of total potential
  
Risk-Adjusted Return
 -0.71
  actual daily
 
 1 %
of total potential
  
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 portfolio.

Performance Rating

Delaware Inv Global Value F USD Risk Adjusted Performance Analysis
0 

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.

Delaware Inv Alerts

Equity Alerts and Improvement Suggestions
The fund retains 96.44% of its assets under management (AUM) in equities
Additionally see Investing Opportunities. Please also try Commodity Channel Index module to use commodity channel index to analyze current equity momentum.