Ivy Advantus Financial Statements From 2010 to 2024
| IRSEX Fund | USD 15.15 0.22 1.47% |
Check Ivy Advantus financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Ivy Advantus' main balance sheet or income statement drivers, such as , as well as many indicators such as . Ivy financial statements analysis is a perfect complement when working with Ivy Advantus Valuation or Volatility modules.
Ivy |
Ivy Advantus Real Mutual Fund Year To Date Return Analysis
Ivy Advantus' Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Ivy Advantus Year To Date Return | 7.23 % |
Most of Ivy Advantus' fundamental indicators, such as Year To Date Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Ivy Advantus Real is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
| Competition |
According to the company's disclosures, Ivy Advantus Real has a Year To Date Return of 7.2265%. This is much higher than that of the Ivy Funds family and significantly higher than that of the Real Estate category. The year to date return for all United States funds is notably lower than that of the firm.
Ivy Advantus Real Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Ivy Advantus's current stock value. Our valuation model uses many indicators to compare Ivy Advantus value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Ivy Advantus competition to find correlations between indicators driving Ivy Advantus's intrinsic value. More Info.Ivy Advantus Real is rated below average in price to earning among similar funds. It is rated below average in annual yield among similar funds fabricating about 0.01 of Annual Yield per Price To Earning. The ratio of Price To Earning to Annual Yield for Ivy Advantus Real is roughly 111.07 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Ivy Advantus' earnings, one of the primary drivers of an investment's value.About Ivy Advantus Financial Statements
Ivy Advantus investors use historical fundamental indicators, such as Ivy Advantus' revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Ivy Advantus. Please read more on our technical analysis and fundamental analysis pages.
The fund to achieve its objective by investing, under normal circumstances, at least 80 percent of its net assets, plus any borrowings for investment purposes, in the securities of companies in the real estate or real estate-related industries. Real estate securities include securities offered by issuers that receive at least 50 percent of their gross revenue from the construction, ownership, leasing, management, financing or sale of residential, commercial or industrial real estate.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Ivy Mutual Fund
Ivy Advantus financial ratios help investors to determine whether Ivy Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Ivy with respect to the benefits of owning Ivy Advantus security.
| Latest Portfolios Quick portfolio dashboard that showcases your latest portfolios | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| Balance Of Power Check stock momentum by analyzing Balance Of Power indicator and other technical ratios |