Ivy Value Fund Year To Date 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.
Ivy |
Ivy Value Fund Mutual Fund Year To Date Return Analysis
Ivy Value's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Ivy Value Year To Date Return | 7.30 % |
Most of Ivy Value's fundamental indicators, such as Year To Date 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.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
CompetitionAccording to the company's disclosures, Ivy Value Fund has a Year To Date Return of 7.3022%. This is much higher than that of the Ivy Funds family and significantly higher than that of the Large Value category. The year to date 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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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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