Ivy Core Financials
| ICIEX Fund | USD 20.97 0.19 0.91% |
Ivy |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Ivy Core Fund Summary
Ivy Core competes with Hawaii Municipal, Federated Government, Pace Municipal, Community Reinvestment, and Morningstar Municipal. The fund seeks to achieve its objective by investing, under normal circumstances, at least 80 percent of its net assets in equity securities, primarily in common stocks of large-capitalization companies. It seeks to invest in companies that the manager believes are high-quality, have sustainable competitive advantages accompanied by financial strength and earnings stability, and have leading positions in their industries. The fund invests in securities that have the potential for capital appreciation, or that the manager expects to resist market decline.Specialization | Large Blend, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US4660001631 |
| Business Address | Ivy Funds |
| Mutual Fund Family | Ivy Funds |
| Mutual Fund Category | Large Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 800 777 6472 |
| Currency | USD - US Dollar |
Ivy Core Key Financial Ratios
Ivy Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Ivy Core's current stock value. Our valuation model uses many indicators to compare Ivy Core value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Ivy Core competition to find correlations between indicators driving Ivy Core's intrinsic value. More Info.Ivy E Equity is currently considered the top fund in price to earning among similar funds. It also is currently considered the top fund in price to book among similar funds fabricating about 0.12 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Ivy E Equity is roughly 8.56 . 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 Core's earnings, one of the primary drivers of an investment's value.Ivy E Equity Systematic Risk
Ivy Core's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Ivy Core volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was twenty with a total number of output elements of fourty-one. The Beta measures systematic risk based on how returns on Ivy E Equity correlated with the market. If Beta is less than 0 Ivy Core generally moves in the opposite direction as compared to the market. If Ivy Core Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Ivy E Equity is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Ivy Core is generally in the same direction as the market. If Beta > 1 Ivy Core moves generally in the same direction as, but more than the movement of the benchmark.
Ivy Core March 20, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Ivy Core help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Ivy E Equity. We use our internally-developed statistical techniques to arrive at the intrinsic value of Ivy E Equity based on widely used predictive technical indicators. In general, we focus on analyzing Ivy Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Ivy Core's daily price indicators and compare them against related drivers.
| Information Ratio | (0.1) | |||
| Maximum Drawdown | 9.48 | |||
| Value At Risk | (1.90) | |||
| Potential Upside | 1.27 |
Other Information on Investing in Ivy Mutual Fund
Ivy Core 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 Core security.
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