Delaware Dividend Manager Performance Evaluation

XDDFX -- USA Fund  

USD 11.06  0.03  0.27%

The organization shows Beta (market volatility) of -0.0373 which denotes to the fact that as returns on market increase, returns on owning Delaware Dividend are expected to decrease at a much smaller rate. During bear market, Delaware Dividend is likely to outperform the market. Although it is extremely important to respect Delaware Dividend 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 Dividend technical indicators you can presently evaluate if the expected return of 0.0993% will be sustainable into the future.
88

Risk-Adjusted Fund Performance

Compared to the overall equity markets, risk-adjusted returns on investments in Delaware Dividend Income Fund are ranked lower than 8 (%) of all funds and portfolios of funds over the last 30 days. Inspite fairly strong basic indicators, Delaware Dividend is not utilizing all of its potentials. The current stock price disturbance, may contribute to short term losses for the investors.
Horizon     30 Days    Login   to change

Delaware Dividend Relative Risk vs. Return Landscape

If you would invest  1,038  in Delaware Dividend Income Fund on October 13, 2019 and sell it today you would earn a total of  65.00  from holding Delaware Dividend Income Fund or generate 6.26% return on investment over 30 days. Delaware Dividend Income Fund is currently producing 0.0993% returns and takes up 0.7647% volatility of returns over 30 trading days. Put another way, 6% of traded equities are less volatile than the company and 99% of traded equity instruments are likely to generate higher returns over the next 30 trading days.
 Daily Expected Return (%) 
      Risk (%) 
Assuming 30 trading days horizon, Delaware Dividend is expected to generate 1.34 times less return on investment than the market. In addition to that, the company is 1.03 times more volatile than its market benchmark. It trades about 0.13 of its total potential returns per unit of risk. The DOW is currently generating roughly 0.18 per unit of volatility.

Delaware Dividend Market Risk Analysis

Sharpe Ratio = 0.1299
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Delaware Dividend Relative Performance Indicators

Estimated Market Risk
 0.76
  actual daily
 
 6 %
of total potential
 
66
Expected Return
 0.1
  actual daily
 
 1 %
of total potential
 
11
Risk-Adjusted Return
 0.13
  actual daily
 
 8 %
of total potential
 
88
Based on monthly moving average Delaware Dividend is performing at about 8% 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 Dividend by adding it to a well-diversified portfolio.
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