Ivy Wilshire Global Fund Ten Year Return
| IWGNX Fund | USD 8.26 0.03 0.36% |
Ivy Wilshire Global fundamentals help investors to digest information that contributes to Ivy Wilshire'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 Wilshire'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 Wilshire mutual fund.
Ivy |
Ivy Wilshire Global Mutual Fund Ten Year Return Analysis
Ivy Wilshire's Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
More About Ten Year Return | All Equity Analysis
Ten Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Ivy Wilshire Ten Year Return | 4.81 % |
Most of Ivy Wilshire's fundamental indicators, such as Ten 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 Wilshire Global is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
| Competition |
Based on the latest financial disclosure, Ivy Wilshire Global has a Ten Year Return of 4.81%. This is much higher than that of the Ivy Funds family and significantly higher than that of the World Allocation category. The ten year return for all United States funds is notably lower than that of the firm.
Ivy Ten Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Ivy Wilshire's direct or indirect competition against its Ten 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 Wilshire could also be used in its relative valuation, which is a method of valuing Ivy Wilshire by comparing valuation metrics of similar companies.Ivy Wilshire is currently under evaluation in ten year return among similar funds.
Fund Asset Allocation for Ivy Wilshire
The fund invests 60.88% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (33.89%) , cash (4.43%) and various exotic instruments.Asset allocation divides Ivy Wilshire'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
| Total Asset | 1.04 B | ||||
| Annual Yield | 0.02 % | ||||
| Year To Date Return | 9.94 % | ||||
| One Year Return | 11.39 % | ||||
| Three Year Return | 3.04 % | ||||
| Five Year Return | 5.76 % | ||||
| Ten Year Return | 4.81 % | ||||
| Net Asset | 939.17 M | ||||
| Last Dividend Paid | 0.17 | ||||
| Cash Position Weight | 4.43 % | ||||
| Equity Positions Weight | 60.88 % | ||||
| Bond Positions Weight | 33.89 % |
About Ivy Wilshire Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Ivy Wilshire Global's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Ivy Wilshire using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Ivy Wilshire Global 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 Wilshire 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 Wilshire security.
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