Ivy Value Fund Three Year Return
| IVALXDelisted Fund | USD 17.90 0.00 0.00% |
Ivy Value Fund fundamentals help investors to digest information that contributes to Ivy Value'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 Value'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 Value mutual fund.
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Ivy Value Fund Mutual Fund Three Year Return Analysis
Ivy Value'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 Value Three Year Return | 5.53 % |
Most of Ivy Value'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 Value 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.
CompetitionBased on the latest financial disclosure, Ivy Value Fund has a Three Year Return of 5.5287%. This is much higher than that of the Ivy Funds family and significantly higher than that of the Large Value category. The three year return for all United States funds is notably lower than that of the firm.
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Fund Asset Allocation for Ivy Value
The fund consists of 97.22% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Ivy Value'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 | 2.51 X | |||
| Total Asset | 1.5 B | |||
| Annual Yield | 0.01 % | |||
| Year To Date Return | 7.30 % | |||
| One Year Return | 7.97 % | |||
| Three Year Return | 5.53 % | |||
| Five Year Return | 9.46 % | |||
| Ten Year Return | 8.28 % | |||
| Net Asset | 1.22 B | |||
| Last Dividend Paid | 0.18 | |||
| Cash Position Weight | 2.78 % | |||
| Equity Positions Weight | 97.22 % |
About Ivy Value Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Ivy Value Fund's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Ivy Value using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Ivy Value 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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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.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 bureau of economic analysis. You can also try the Odds Of Bankruptcy module to get analysis of equity chance of financial distress in the next 2 years.
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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