Ivy Global Financials
| IVBDX Fund | USD 9.14 0.03 0.33% |
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 Global Fund Summary
Ivy Global competes with Ivy Large, Ivy Small, Ivy High, Ivy Apollo, and Ivy Apollo. The fund invests at least 80 percent of its net assets in a diversified portfolio of bonds of foreign and U.S. issuers. It invests at least 40 percent of its total assets in securities of non-U.S. issuers, including those located in at least three countries including the United States. The fund may invest up to 100 percent of its total assets in foreign securities and in securities denominated in currencies other than the U.S. dollar. It may invest in securities of any maturity.Specialization | World Bond, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Ivy Funds |
| Mutual Fund Family | Ivy Funds |
| Mutual Fund Category | World Bond |
| Benchmark | Dow Jones Industrial |
| Phone | 888 923 3355 |
| Currency | USD - US Dollar |
Ivy Global Key Financial Ratios
Ivy Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Ivy Global's current stock value. Our valuation model uses many indicators to compare Ivy Global value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Ivy Global competition to find correlations between indicators driving Ivy Global's intrinsic value. More Info.Ivy Global Bond 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 0.13 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Ivy Global Bond is roughly 7.68 . 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 Global's earnings, one of the primary drivers of an investment's value.Ivy Global Bond Systematic Risk
Ivy Global's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Ivy Global 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 Global Bond correlated with the market. If Beta is less than 0 Ivy Global generally moves in the opposite direction as compared to the market. If Ivy Global Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Ivy Global Bond is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Ivy Global is generally in the same direction as the market. If Beta > 1 Ivy Global moves generally in the same direction as, but more than the movement of the benchmark.
Ivy Global December 26, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Ivy Global help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Ivy Global Bond. We use our internally-developed statistical techniques to arrive at the intrinsic value of Ivy Global Bond 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 Global's daily price indicators and compare them against related drivers.
| Information Ratio | (0.31) | |||
| Maximum Drawdown | 1.41 | |||
| Value At Risk | (0.43) | |||
| Potential Upside | 0.4315 |
Other Information on Investing in Ivy Mutual Fund
Ivy Global 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 Global security.
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