Ivy Wilshire Financial Statements From 2010 to 2024
| IWGCX Fund | USD 7.78 0.03 0.39% |
Check Ivy Wilshire financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Ivy Wilshire'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 Wilshire Valuation or Volatility modules.
Ivy |
Ivy Wilshire Global Mutual Fund One Year Return Analysis
Ivy Wilshire's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Ivy Wilshire One Year Return | 16.18 % |
Most of Ivy Wilshire's fundamental indicators, such as One Year 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 Wilshire Global is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
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Based on the recorded statements, Ivy Wilshire Global has an One Year Return of 16.1809%. This is much higher than that of the Ivy Funds family and significantly higher than that of the World Allocation category. The one year return for all United States funds is notably lower than that of the firm.
Ivy Wilshire Global Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Ivy Wilshire's current stock value. Our valuation model uses many indicators to compare Ivy Wilshire value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Ivy Wilshire competition to find correlations between indicators driving Ivy Wilshire's intrinsic value. More Info.Ivy Wilshire Global is rated below average in annual yield among similar funds. It is rated second overall fund in year to date return among similar funds creating about 988.91 of Year To Date Return per Annual Yield. 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 Wilshire's earnings, one of the primary drivers of an investment's value.About Ivy Wilshire Financial Statements
Ivy Wilshire investors use historical fundamental indicators, such as Ivy Wilshire'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 Wilshire. Please read more on our technical analysis and fundamental analysis pages.
The fund is a fund-of-funds that seeks to achieve its objective primarily by allocating its assets among a diverse group of equity and fixed-income mutual funds, including affiliated and unaffiliated equity and fixed-income mutual funds and unaffiliated exchange-traded funds , and directly investing in stocks and bonds. Under normal circumstances, the funds policy asset mix is 65 percent invested in equities and 35 percent invested in fixed income.
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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.Other Information on Investing in Ivy Mutual Fund
Ivy Wilshire 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 Wilshire security.
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