Delaware Invmts (Ireland) Manager Performance Evaluation

F0000020X6 -- Ireland Fund  

USD 11.95  0.04  0.34%

The organization shows Beta (market volatility) of 0.0 which denotes to the fact that the returns on MARKET and Delaware Invmts are completely uncorrelated. Even though it is essential to pay attention to Delaware Invmts Em 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 Invmts Em Mkts F USD Acc exposes twenty-one different technical indicators which can help you to evaluate its performance.
 Time Horizon     30 Days    Login   to change

Delaware Invmts Em Relative Risk vs. Return Landscape

If you would invest  1,240  in Delaware Invmts Em Mkts F USD Acc on July 17, 2018 and sell it today you would lose (26.00)  from holding Delaware Invmts Em Mkts F USD Acc or give up 2.1% of portfolio value over 30 days. Delaware Invmts Em Mkts F USD Acc is generating negative expected returns and assumes 1.1305% volatility on return distribution over the 30 days horizon. Simply put, 10% of equities are less volatile than Delaware Invmts Em Mkts F USD Acc 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 Invmts Em Mkts F USD Acc is expected to under-perform the market. In addition to that, the company is 2.48 times more volatile than its market benchmark. It trades about -0.2 of its total potential returns per unit of risk. The DOW is currently generating roughly 0.02 per unit of volatility.

Delaware Invmts Current Valuation

Not valued
August 16, 2018
11.95
Market Value
0.00
Real Value
Target Odds
  
0.00
Upside
Delaware Invmts is Unknown risk asset. Delaware Invmts Em prevailing Real Value cannot be determined due to lack of data. The current price of Delaware Invmts Em is $11.95. Based on Macroaxis valuation methodology, the entity cannot be evaluated at this time. We determine the value of Delaware Invmts Em 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 Invmts Market Risk Analysis

Sharpe Ratio = -0.2029
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Delaware Invmts Relative Performance Indicators

Estimated Market Risk
 1.13
  actual daily
 
 90 %
of total potential
  
Expected Return
 -0.23
  actual daily
 
 1 %
of total potential
  
Risk-Adjusted Return
 -0.2
  actual daily
 
 1 %
of total potential
  
Based on monthly moving average Delaware Invmts 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 Invmts by adding it to a well-diversified portfolio.

Performance Rating

Delaware Invmts Em Mkts F USD Acc Risk Adjusted Performance Analysis
0 

Risk-Adjusted Fund Performance

Over the last 30 days Delaware Invmts Em Mkts F USD Acc has generated negative risk-adjusted returns adding no value to fund investors.

Delaware Invmts Alerts

Equity Alerts and Improvement Suggestions
Delaware Invmts Em generates negative expected return over the last 30 days
The fund retains 97.9% of its assets under management (AUM) in equities
Additionally see Investing Opportunities. Please also try Balance Of Power module to check stock momentum by analyzing balance of power indicator and other technical ratios.