Delaware Invmts (Ireland) Manager Performance Evaluation

F0000020X6 -- Ireland Fund  

USD 12.06  0.03  0.25%

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. Although it is vital to follow to Delaware Invmts Em historical returns, it is good to be conservative about what you can actually do with the information regarding 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. We have found twenty-one technical indicators for Delaware Invmts Em Mkts F USD Acc which you can use to evaluate performance of the entity.
Horizon     30 Days    Login   to change

Delaware Invmts Em Relative Risk vs. Return Landscape

If you would invest  1,158  in Delaware Invmts Em Mkts F USD Acc on September 15, 2018 and sell it today you would earn a total of  48.00  from holding Delaware Invmts Em Mkts F USD Acc or generate 4.15% return on investment over 30 days. Delaware Invmts Em Mkts F USD Acc is generating 0.6% of daily returns and assumes 2.0719% volatility on return distribution over the 30 days horizon. Simply put, 18% of equities are less volatile than Delaware Invmts Em Mkts F USD Acc and 89% 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 generate 1.98 times more return on investment than the market. However, the company is 1.98 times more volatile than its market benchmark. It trades about 0.29 of its potential returns per unit of risk. The DOW is currently generating roughly -0.12 per unit of risk.

Delaware Invmts Current Valuation

Not valued
October 15, 2018
12.06
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 $12.06. 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 = 0.2896
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Delaware Invmts Relative Performance Indicators

Estimated Market Risk
 2.07
  actual daily
 
 82 %
of total potential
  
Expected Return
 0.6
  actual daily
 
 11 %
of total potential
  
Risk-Adjusted Return
 0.29
  actual daily
 
 19 %
of total potential
  
Based on monthly moving average Delaware Invmts is performing at about 19% 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.

Delaware Invmts Performance Rating

Delaware Invmts Em Mkts F USD Acc Risk Adjusted Performance Analysis

19 

Risk-Adjusted Fund Performance

Compared to the overall equity markets, risk-adjusted returns on investments in Delaware Invmts Em Mkts F USD Acc are ranked lower than 19 (%) of all funds and portfolios of funds over the last 30 days.

Delaware Invmts Alerts

Equity Alerts and Improvement Suggestions

Delaware Invmts Em is not yet fully synchronised with the market data
The fund retains 97.9% of its assets under management (AUM) in equities
Additionally see Investing Opportunities. Please also try Fundamentals Comparison module to compare fundamentals across multiple equities to find investing opportunities.
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