Ivy Large Cap Fund Five Year Return
Ivy Large Cap fundamentals help investors to digest information that contributes to Ivy Large'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 Large'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 Large mutual fund.
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Ivy Large Cap Mutual Fund Five Year Return Analysis
Ivy Large's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
More About Five Year Return | All Equity Analysis
Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Ivy Large Five Year Return | 14.07 % |
Most of Ivy Large's fundamental indicators, such as Five 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 Large Cap is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
CompetitionAccording to the company disclosure, Ivy Large Cap has a Five Year Return of 14.07%. This is 35.28% lower than that of the Delaware Funds by Macquarie family and significantly higher than that of the Large Growth category. The five year return for all United States funds is notably lower than that of the firm.
Ivy Five Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Ivy Large's direct or indirect competition against its Five 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 Large could also be used in its relative valuation, which is a method of valuing Ivy Large by comparing valuation metrics of similar companies.Ivy Large is currently under evaluation in five year return among similar funds.
Fund Asset Allocation for Ivy Large
The fund consists of 98.95% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Ivy Large'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 | 23.49 X | |||
| Price To Book | 4.61 X | |||
| Price To Sales | 3.35 X | |||
| Total Asset | 4.88 B | |||
| One Year Return | 23.56 % | |||
| Three Year Return | 18.03 % | |||
| Five Year Return | 14.07 % | |||
| Ten Year Return | 15.07 % | |||
| Net Asset | 4.88 B | |||
| Cash Position Weight | 1.05 % | |||
| Equity Positions Weight | 98.95 % |
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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 income. You can also try the Performance Analysis module to check effects of mean-variance optimization against your current asset allocation.
Other Consideration for investing in Ivy Mutual Fund
If you are still planning to invest in Ivy Large Cap 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 Large's history and understand the potential risks before investing.
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