Ivy Value Financial Statements From 2010 to 2024
| IVALXDelisted Fund | USD 17.90 0.00 0.00% |
Check Ivy Value financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Ivy Value's 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 Value Valuation or Volatility modules.
Ivy |
Ivy Value Fund Mutual Fund Year To Date Return Analysis
Ivy Value's 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 Value Year To Date Return | 7.30 % |
Most of Ivy Value's 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 Value Fund 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.
CompetitionAccording to the company's disclosures, Ivy Value Fund has a Year To Date Return of 7.3022%. This is much higher than that of the Ivy Funds family and significantly higher than that of the Large Value category. The year to date return for all United States funds is notably lower than that of the firm.
Ivy Value Fund Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Ivy Value's current stock value. Our valuation model uses many indicators to compare Ivy Value value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Ivy Value competition to find correlations between indicators driving Ivy Value's intrinsic value. More Info.Ivy Value Fund is currently considered the top fund in price to earning among similar funds. It is rated fifth overall fund 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 Value Fund is roughly 167.33 . 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 Value's earnings, one of the primary drivers of an investment's value.About Ivy Value Financial Statements
Ivy Value investors use historical fundamental indicators, such as Ivy Value's 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 Value. Please read more on our technical analysis and fundamental analysis pages.
The fund seeks to achieve its objective by investing in the common stocks of primarily large-capitalization companies that the advisor believes are undervalued, trading at a significant discount relative to the intrinsic value of the company as estimated by the manager andor are out of favor in the financial markets but have a favorable outlook for capital appreciation. Ivy Value is traded on NASDAQ Exchange in the United States.
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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.Check out Risk vs Return Analysis to better understand how to build diversified portfolios. 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 bureau of economic analysis. You can also try the Latest Portfolios module to quick portfolio dashboard that showcases your latest portfolios.
Other Consideration for investing in Ivy Mutual Fund
If you are still planning to invest in Ivy Value Fund check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Ivy Value's history and understand the potential risks before investing.
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