Ivy Value Fund Financials
IYAIXDelisted Fund | USD 17.68 0.00 0.00% |
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 Value Fund Summary
Ivy Value competes with Pace Smallmedium, Vy Baron, Artisan Small, Crafword Dividend, and Eip Growth. 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.Instrument | USA Mutual Fund View All |
Exchange | NMFQS Exchange |
ISIN | US4658997899 |
Business Address | Ivy Funds |
Mutual Fund Family | Ivy Funds |
Mutual Fund Category | Large Value |
Benchmark | Dow Jones Industrial |
Phone | 800 777 6472 |
Currency | USD - US Dollar |
Ivy Value Key Financial Ratios
Ivy Financial Ratios 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 also is currently considered the top fund in price to book among similar funds fabricating about 0.51 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Ivy Value Fund is roughly 1.95 . 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.Ivy Value Market Pulse
Quote | 17.68 |
Change(%) | 0.00 |
Change | 0.00 |
Open | 17.68 |
Low | 17.68 |
High | 17.68 |
Volume | 0 |
Exchange | NMFQS |
Ivy Value December 22, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Ivy Value help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Ivy Value Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Ivy Value Fund 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 Value's daily price indicators and compare them against related drivers.
Downside Deviation | 0.5853 | |||
Information Ratio | 0.0174 | |||
Maximum Drawdown | 2.92 | |||
Value At Risk | (0.94) | |||
Potential Upside | 1.09 |
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 gross domestic product. You can also try the Cryptocurrency Center module to build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency.
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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