Delaware Healthcare Fund Buy Hold or Sell Recommendation
| DLHIX Fund | USD 26.27 0.16 0.61% |
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Delaware Healthcare Fund is 'Sell'. Macroaxis provides Delaware Healthcare buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding DLHIX positions. The advice algorithm takes into account all of Delaware Healthcare's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Delaware Healthcare's buy or sell advice are summarized below:
Real Value 26.42 | Hype Value 26.27 | Market Value 26.27 | Naive Value 26.32 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Delaware Healthcare Fund given historical horizon and risk tolerance towards Delaware Healthcare. When Macroaxis issues a 'buy' or 'sell' recommendation for Delaware Healthcare Fund, the advice is generated through an automated system that utilizes algorithms and statistical models.
Delaware |
Execute Delaware Healthcare Buy or Sell Advice
The Delaware recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Delaware Healthcare Fund. Macroaxis does not own or have any residual interests in Delaware Healthcare Fund or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Delaware Healthcare's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Sell
Market Performance | Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Almost mirrors the market | Details | |
Analyst Consensus | Not Available | Details |
Delaware Healthcare Trading Alerts and Improvement Suggestions
| The fund retains 99.39% of its assets under management (AUM) in equities |
Delaware Healthcare Returns Distribution Density
The distribution of Delaware Healthcare's historical returns is an attempt to chart the uncertainty of Delaware Healthcare's future price movements. The chart of the probability distribution of Delaware Healthcare daily returns describes the distribution of returns around its average expected value. We use Delaware Healthcare Fund price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Delaware Healthcare returns is essential to provide solid investment advice for Delaware Healthcare.
| Mean Return | 0.03 | Value At Risk | -1.34 | Potential Upside | 1.38 | Standard Deviation | 0.84 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Delaware Healthcare historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Delaware Healthcare Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Delaware Healthcare or Delaware Funds by Macquarie sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Delaware Healthcare's price will be affected by overall mutual fund market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Delaware fund's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over NYSE Composite | 0.02 | |
β | Beta against NYSE Composite | 0.08 | |
σ | Overall volatility | 0.84 | |
Ir | Information ratio | -0.07 |
Delaware Healthcare Volatility Alert
Delaware Healthcare Fund has low volatility with Treynor Ratio of 0.3, Maximum Drawdown of 3.84 and kurtosis of -0.15. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Delaware Healthcare's mutual fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Delaware Healthcare's mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Delaware Healthcare Fundamentals Vs Peers
Comparing Delaware Healthcare's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Delaware Healthcare's direct or indirect competition across all of the common fundamentals between Delaware Healthcare and the related equities. This way, we can detect undervalued stocks with similar characteristics as Delaware Healthcare or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Delaware Healthcare's fundamental indicators could also be used in its relative valuation, which is a method of valuing Delaware Healthcare by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Delaware Healthcare to competition |
| Fundamentals | Delaware Healthcare | Peer Average |
| Price To Earning | 20.20 X | 6.53 X |
| Price To Book | 2.10 X | 0.74 X |
| Price To Sales | 2.10 X | 0.61 X |
| Annual Yield | 0.01 % | 0.29 % |
| Year To Date Return | 5.99 % | 0.39 % |
| One Year Return | 10.58 % | 4.15 % |
| Three Year Return | 4.18 % | 3.60 % |
| Five Year Return | 9.35 % | 3.24 % |
| Ten Year Return | 17.39 % | 1.79 % |
| Net Asset | 934.76 M | 4.11 B |
| Last Dividend Paid | 0.06 | 0.65 |
| Cash Position Weight | 0.38 % | 10.61 % |
| Equity Positions Weight | 99.39 % | 63.90 % |
Delaware Healthcare Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Delaware . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Daily Balance Of Power | (9,223,372,036,855) | |||
| Rate Of Daily Change | 0.99 | |||
| Day Median Price | 26.27 | |||
| Day Typical Price | 26.27 | |||
| Price Action Indicator | (0.08) | |||
| Period Momentum Indicator | (0.16) |
About Delaware Healthcare Buy or Sell Advice
When is the right time to buy or sell Delaware Healthcare Fund? Buying financial instruments such as Delaware Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
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In addition to having Delaware Healthcare in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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Companies involved in delivering services to business or consumers across different industries and sectors. The Services theme has 30 constituents at this time.
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Check out Delaware Healthcare Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. You can also try the Aroon Oscillator module to analyze current equity momentum using Aroon Oscillator and other momentum ratios.