Delaware Inv (Ireland) Manager Performance Evaluation

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 Low11.7800
Fifty Two Week High11.7800
Annual Report Expense Ratio1.67%
Horizon     30 Days    Login   to change

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.
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Delaware Inv Market Risk Analysis

Sharpe Ratio = 0.0
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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 Alerts

Equity Alerts and Improvement Suggestions

Delaware Inv Global is not yet fully synchronised with the market data
Delaware Inv Global has some characteristics of a very speculative penny stock
The fund retains 96.44% of its assets under management (AUM) in equities
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