Delaware Invmts (Ireland) Manager Performance Evaluation

F0000020X6 -- Ireland Fund  

USD 11.60  0.23  2.02%

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 extremely important to respect Delaware Invmts Em 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 Invmts Em technical indicators you can presently evaluate if the expected return of 0.222% will be sustainable into the future.
Horizon     30 Days    Login   to change

Delaware Invmts Em Relative Risk vs. Return Landscape

If you would invest  1,125  in Delaware Invmts Em Mkts F USD Acc on November 10, 2018 and sell it today you would earn a total of  12.00  from holding Delaware Invmts Em Mkts F USD Acc or generate 1.07% return on investment over 30 days. Delaware Invmts Em Mkts F USD Acc is generating 0.222% of daily returns and assumes 1.5477% volatility on return distribution over the 30 days horizon. Simply put, 14% of equities are less volatile than Delaware Invmts Em Mkts F USD Acc and 96% 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 1.19 times more return on investment than the market. However, the company is 1.19 times more volatile than its market benchmark. It trades about 0.14 of its potential returns per unit of risk. The DOW is currently generating roughly -0.04 per unit of risk.

Delaware Invmts Current Valuation

Not valued
December 10, 2018
11.60
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 $11.6. 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 = 0.1434
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Delaware Invmts Relative Performance Indicators

Estimated Market Risk
 1.55
  actual daily
 
 14 %
of total potential
 
14
Expected Return
 0.22
  actual daily
 
 4 %
of total potential
 
4
Risk-Adjusted Return
 0.14
  actual daily
 
 9 %
of total potential
 
9
Based on monthly moving average Delaware Invmts is performing at about 9% 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

9

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 9 (%) 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

Delaware Invmts Performance Indicators

Delaware Invmts Em Basic Price Performance Measures

Fifty Two Week Low13.0800
Fifty Two Week High13.0800
Annual Report Expense Ratio1.90%
Additionally see Investing Opportunities. Please also try Volatility Analysis module to get historical volatility and risk analysis based on latest market data.
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