Delaware Small Cap Fund Manager Performance Evaluation
| DEVLX Fund | USD 63.32 0.13 0.21% |
The fund maintains a market beta of -0.28, which means relatively modest fluctuations relative to the market. As returns on the market increase, returns on DELAWARE SMALL tend to move in the opposite direction, though by a smaller magnitude. During a bear market, however, DELAWARE SMALL is likely to outperform the market.
Risk-Adjusted Performance
Soft
Weak | Strong |
Delaware Small Cap currently ranks below 2% of comparable funds and fund portfolios when recent risk-adjusted returns are measured across a 90-day horizon. The current category mapping is Small Value. Despite somewhat strong essential indicators, DELAWARE SMALL is not utilizing all of its potential. The current price disturbance may contribute to short-term losses for investors. Learn More
| Expense Ratio Date | 1st of April 2025 | |
| Expense Ratio | 1.1000 |
DELAWARE |
Relative Risk vs. Return Landscape
If you had invested $ 6,235 in Delaware Small Cap on December 20, 2025 and sold it today you would have earned a total of $ 84.00 from holding Delaware Small Cap or generated 1.35% return on investment over 90 days. Delaware Small Cap is currently producing a 0.0271% return and carries 0.9888% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than DELAWARE, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Historical Prices of Delaware Small Cap
Below is the normalized historical share price chart for Delaware Small Cap extending back to June 24, 1987. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of DELAWARE SMALL stands at 63.32, as last reported on the 20th of March, with the highest price reaching 63.32 and the lowest price hitting 63.32 during the day.Macro event markers
Target Price Odds to finish over Current Price
The mean-reverting behavior of DELAWARE Mutual Fund price is a cornerstone of quantitative forecasting. While this pattern has been used by investors since the earliest organized markets, research also shows that certain funds remain mispriced until demand-supply dynamics shift, suggesting embedded risk premiums.
| Current Price | Horizon | Target Price | Odds moving above the current price in 90 days |
| 63.32 | 90 days | 63.32 | about 68.4 |
Probability analysis for this fund suggests that the odds of DELAWARE SMALL moving above the current price in 90 days from now are about 68.4 (This density function estimates how DELAWARE Mutual Fund price is distributed across a range of outcomes over the next 90 days).
DELAWARE SMALL Price Density |
| Price |
Predictive Modules for DELAWARE SMALL
For Delaware Small Cap, multiple forecasting techniques can provide different perspectives on future price direction. While accurately predicting the fund market remains difficult, the discipline of building and testing forecasts is a valuable part of any investment process. Unexpected events can always change market sentiment, making diversified forecasting approaches especially important.The mean reversion effect in DELAWARE SMALL is stronger when the initial deviation was driven by sentiment rather than fundamental change. Identifying the root cause of DELAWARE SMALL's price dislocation is essential before acting.
Primary Risk Indicators
Over recent decades, the mutual fund market has seen multiple large corrections and recoveries. DELAWARE SMALL has followed this pattern, with price swings that have shaped many portfolios. Investors holding Delaware Small Cap can reduce exposure to these swings by tracking DELAWARE SMALL's volatility and fundamental risk indicators.α | Alpha over Dow Jones | 0.18 | |
β | Beta against Dow Jones | -0.28 | |
σ | Overall volatility | 2.84 | |
Ir | Information ratio | 0.15 |
Investor Alerts and Insights
Monitoring DELAWARE SMALL alerts is a practical approach to staying informed about material fund changes. These notifications for Delaware Small Cap cover developments in both technical signals and fundamental conditions relevant to investment timing.| The fund retains 97.8% of its assets under management (AUM) in equities |
DELAWARE SMALL Fundamentals Growth
The market value of DELAWARE Mutual Fund depends on how investors perceive DELAWARE SMALL's financial strength and growth potential. Core fundamentals including revenue growth, earnings quality, and debt management directly influence DELAWARE Mutual Fund performance.
| Price To Earning | 20.20 X | |||
| Price To Book | 1.90 X | |||
| Price To Sales | 1.24 X | |||
| Total Asset | 655.38 M | |||
Performance Metrics & Calculation Methodology
DELAWARE SMALL performance is typically evaluated through NAV-based returns relative to category peers and stated objectives. Upside capture and downside containment can vary by regime.
Unless otherwise specified, data for Delaware Small Cap is compiled from fund disclosures and market reference feeds and standardized for comparability. Updates may occur throughout the day. Return and risk statistics are calculated from historical price series.