Ivy E Ten Year Return vs. One Year Return
ICIEX Fund | USD 24.64 0.01 0.04% |
For Ivy E profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Ivy E to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Ivy E Equity utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Ivy E's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Ivy E Equity over time as well as its relative position and ranking within its peers.
Ivy |
Ivy E Equity One Year Return vs. Ten Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Ivy E's current stock value. Our valuation model uses many indicators to compare Ivy E value to that of its competitors to determine the firm's financial worth. Ivy E Equity is currently considered the top fund in ten year return among similar funds. It also is currently considered the top fund in one year return among similar funds reporting about 3.11 of One Year Return per Ten Year Return. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Ivy E's earnings, one of the primary drivers of an investment's value.Ivy One Year Return vs. Ten Year Return
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.
Ivy E |
| = | 12.28 % |
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.
One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
Ivy E |
| = | 38.25 % |
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
Ivy One Year Return Comparison
Ivy E is currently under evaluation in one year return among similar funds.
Ivy E Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Ivy E, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Ivy E will eventually generate negative long term returns. The profitability progress is the general direction of Ivy E's change in net profit over the period of time. It can combine multiple indicators of Ivy E, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The fund seeks to achieve its objective by investing, under normal circumstances, at least 80 percent of its net assets in equity securities, primarily in common stocks of large-capitalization companies. It seeks to invest in companies that the manager believes are high-quality, have sustainable competitive advantages accompanied by financial strength and earnings stability, and have leading positions in their industries. The fund invests in securities that have the potential for capital appreciation, or that the manager expects to resist market decline.
Ivy Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Ivy E. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Ivy E position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Ivy E's important profitability drivers and their relationship over time.
Use Ivy E in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Ivy E position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Ivy E will appreciate offsetting losses from the drop in the long position's value.Ivy E Pair Trading
Ivy E Equity Pair Trading Analysis
The ability to find closely correlated positions to Ivy E could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Ivy E when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Ivy E - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Ivy E Equity to buy it.
The correlation of Ivy E is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Ivy E moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Ivy E Equity moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Ivy E can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Ivy E position
In addition to having Ivy E in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Treasury ETFs Thematic Idea Now
Treasury ETFs
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Treasury ETFs theme has 114 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Treasury ETFs Theme or any other thematic opportunities.
View All Next | Launch |
Other Information on Investing in Ivy Mutual Fund
To fully project Ivy E's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Ivy E Equity at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Ivy E's income statement, its balance sheet, and the statement of cash flows.
Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios | |
Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments |