Delaware Inv (Ireland) Manager Performance Evaluation

F0000020WU -- Ireland Fund  

USD 11.45  0.18  1.55%

The organization shows Beta (market volatility) of -0.0022 which denotes to the fact that as returns on market increase, returns on owning Delaware Inv are expected to decrease at a much smaller rate. During bear market, Delaware Inv is likely to outperform the market.. 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.
Horizon     30 Days    Login   to change

Delaware Inv Global Relative Risk vs. Return Landscape

If you would invest  1,148  in Delaware Inv Global Value F USD on September 15, 2018 and sell it today you would lose (3.00)  from holding Delaware Inv Global Value F USD or give up 0.26% of portfolio value over 30 days. Delaware Inv Global Value F USD is generating negative expected returns and assumes 0.9546% volatility on return distribution over the 30 days horizon. Simply put, 8% 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 generate 0.91 times more return on investment than the market. However, the company is 1.1 times less risky than the market. It trades about -0.04 of its potential returns per unit of risk. The DOW is currently generating roughly -0.12 per unit of risk.

Delaware Inv Current Valuation

Not valued
October 15, 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 = -0.0351
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Delaware Inv Relative Performance Indicators

Estimated Market Risk
 0.95
  actual daily
 
 92 %
of total potential
  
Expected Return
 -0.03
  actual daily
 
 1 %
of total potential
  
Risk-Adjusted Return
 -0.04
  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.

Delaware Inv 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

Delaware Inv Global is not yet fully synchronised with the market data
Delaware Inv Global generates negative expected return over the last 30 days
The fund retains 96.44% of its assets under management (AUM) in equities

Delaware Inv Performance Indicators

Delaware Inv Global Basic Price Performance Measures

Fifty Two Week Low11.6900
Fifty Two Week High11.8000
Annual Report Expense Ratio1.67%
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