Delaware Floating Correlations

DDFCX Fund

USD 7.78 -0.01 -0.13%

Current 90-days correlation between Delaware Floating Rate and Touchstone Large Cap is -0.06 (i.e., Good diversification).The correlation of Delaware Floating is a statistical measure of how it moves in relation to other instruments. The correlation coefficient ranges between -1 and +1. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5.

Delaware Floating vs Market Correlation

Very weak diversification

Across the chosen horizon, DDFCX and DJI show a correlation of 0.41 and fall into the Very weak diversification bucket. In portfolio terms, the overlap visualization shows how much shared movement remains after both positions are combined.

Use Investing Opportunities to better understand diversified portfolio construction. Additional portfolio transparency improves capital positioning. This includes a position in Delaware Floating Rate across the allocation. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in services.

Moving together with Delaware Mutual Fund

0.87	OOSYX	Oppenheimer Senior	Pair Corr
0.87	OOSIX	Oppenheimer Senior	Pair Corr
0.97	LFRIX	Floating Rate	Pair Corr
0.96	LARCX	Floating Rate	Pair Corr
0.96	LFRRX	Lord Abbett Inv	Pair Corr
0.98	LFRFX	Floating Rate	Pair Corr
0.96	LRRRX	Floating Rate	Pair Corr
0.96	LRRTX	Floating Rate	Pair Corr
0.96	LRRVX	Floating Rate	Pair Corr
0.97	LRRKX	Floating Rate	Pair Corr
0.67	DIS	Walt Disney	Pair Corr

Moving against Delaware Mutual Fund

0.34	IIGCX	International Investors	Pair Corr
0.34	INIIX	International Investors	Pair Corr
0.32	GLDIX	Gabelli Gold	Pair Corr
0.63	TRV	The Travelers Companies Sell-off Trend	Pair Corr
0.57	MCD	McDonalds	Pair Corr
0.51	T	ATT Inc Aggressive Push	Pair Corr
0.47	VZ	Verizon Communications Sell-off Trend	Pair Corr
0.43	KO	Coca Cola	Pair Corr
0.33	PFE	Pfizer Inc	Pair Corr
0.32	JNJ	Johnson Johnson	Pair Corr
0.31	CSCO	Cisco Systems	Pair Corr

Related Correlations Analysis

	TWQZX	JDVNX	GMLVX	DOXGX	TFCCX
TWQZX		0.96	0.89	0.95	0.92	TWQZX
JDVNX	0.96		0.9	0.94	0.88	JDVNX
GMLVX	0.89	0.9		0.87	0.91	GMLVX
DOXGX	0.95	0.94	0.87		0.92	DOXGX
TFCCX	0.92	0.88	0.91	0.92		TFCCX
	TWQZX	JDVNX	GMLVX	DOXGX	TFCCX

Risk-Adjusted Indicators

There is a big difference between Delaware Mutual Fund performing well and Delaware Floating Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Delaware Floating's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
TWQZX	0.58	0.10	0.13	0.15	0.59	-0.67	1.31	-1.21	3.77
JDVNX	0.75	0.15	0.16	0.16	0.73	-0.80	1.47	-1.58	8.76
GMLVX	0.81	0.13	0.10	0.16	1.09	-0.95	1.93	-1.27	7.82
DOXGX	0.56	0.05	0.07	0.06	0.66	-0.57	1.24	-1.11	3.26
TFCCX	0.55	0.08	0.09	0.10	0.67	-0.58	1.20	-1.13	5.20

Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions

Feedback Blog

Made with optimal in San Francisco

2026 Macroaxis LLC