Ivy Balanced Fund Three Year Return
| IBARX Fund | USD 23.83 0.16 0.67% |
Ivy Balanced Fund fundamentals help investors to digest information that contributes to Ivy Balanced's financial success or failures. It also enables traders to predict the movement of Ivy Mutual Fund. The fundamental analysis module provides a way to measure Ivy Balanced's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Ivy Balanced mutual fund.
Ivy |
Ivy Balanced Fund Mutual Fund Three Year Return Analysis
Ivy Balanced's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Ivy Balanced Three Year Return | 5.65 % |
Most of Ivy Balanced's fundamental indicators, such as Three 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 Balanced Fund is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
| Competition |
Based on the latest financial disclosure, Ivy Balanced Fund has a Three Year Return of 5.6547%. This is much higher than that of the Ivy Funds family and significantly higher than that of the Allocation--50% to 70% Equity category. The three year return for all United States funds is notably lower than that of the firm.
Ivy Three Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Ivy Balanced's direct or indirect competition against its Three Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Ivy Balanced could also be used in its relative valuation, which is a method of valuing Ivy Balanced by comparing valuation metrics of similar companies.Ivy Balanced is currently under evaluation in three year return among similar funds.
Fund Asset Allocation for Ivy Balanced
The fund invests 57.93% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (1.11%) , cash (7.57%) and various exotic instruments.Asset allocation divides Ivy Balanced's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Ivy Fundamentals
| Price To Earning | 2.69 X | ||||
| Price To Book | 2.32 X | ||||
| Price To Sales | 2.28 X | ||||
| Total Asset | 2.11 B | ||||
| Annual Yield | 0.02 % | ||||
| Year To Date Return | 16.81 % | ||||
| One Year Return | 18.11 % | ||||
| Three Year Return | 5.65 % | ||||
| Five Year Return | 8.95 % | ||||
| Ten Year Return | 8.42 % | ||||
| Net Asset | 2.89 B | ||||
| Last Dividend Paid | 0.03 | ||||
| Cash Position Weight | 7.57 % | ||||
| Equity Positions Weight | 57.93 % | ||||
| Bond Positions Weight | 1.11 % |
About Ivy Balanced Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Ivy Balanced Fund's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Ivy Balanced using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Ivy Balanced Fund based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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Ivy Balanced 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 Balanced security.
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