Ivy Advantus Financials
| IRSEX Fund | USD 15.15 0.22 1.47% |
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 Advantus Fund Summary
Ivy Advantus competes with Realty Income, Dynex Capital, First Industrial, Healthcare Realty, and Kennedy Wilson. 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.Specialization | Real Estate, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Ivy Funds |
| Mutual Fund Family | Ivy Funds |
| Mutual Fund Category | Real Estate |
| Benchmark | Dow Jones Industrial |
| Phone | 800 777 6472 |
| Currency | USD - US Dollar |
Ivy Advantus Key Financial Ratios
Ivy Financial Ratios 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.Ivy Advantus Real Systematic Risk
Ivy Advantus' systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Ivy Advantus 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 Advantus Real correlated with the market. If Beta is less than 0 Ivy Advantus generally moves in the opposite direction as compared to the market. If Ivy Advantus Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Ivy Advantus Real is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Ivy Advantus is generally in the same direction as the market. If Beta > 1 Ivy Advantus moves generally in the same direction as, but more than the movement of the benchmark.
Ivy Advantus December 23, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Ivy Advantus help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Ivy Advantus Real. We use our internally-developed statistical techniques to arrive at the intrinsic value of Ivy Advantus Real 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 Advantus's daily price indicators and compare them against related drivers.
| Information Ratio | (0.17) | |||
| Maximum Drawdown | 12.7 | |||
| Value At Risk | (1.77) | |||
| Potential Upside | 1.21 |
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.
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