Ivy Emerging Three Year Return vs. Net Asset
| IPOCX Fund | USD 14.96 0.01 0.07% |
For Ivy Emerging profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Ivy Emerging to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Ivy Emerging Markets utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Ivy Emerging's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Ivy Emerging Markets over time as well as its relative position and ranking within its peers.
Ivy |
Ivy Emerging Markets Net Asset vs. Three Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Ivy Emerging's current stock value. Our valuation model uses many indicators to compare Ivy Emerging value to that of its competitors to determine the firm's financial worth. Ivy Emerging Markets is rated third overall fund in three year return among similar funds. It also is rated third overall fund in net asset among similar funds . 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 Emerging's earnings, one of the primary drivers of an investment's value.Ivy Net Asset vs. Three Year Return
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.
Ivy Emerging |
| = | (4.36) % |
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.
Net Asset is the current market value of a fund less its liabilities. In a nutshell, if the fund is liquidated or all of the assets is sold out, the net asset will be the amount that the shareholders would demand back from the fund.
Ivy Emerging |
| = | 2.15 B |
Net Asset is the value used in calculating NAV of a fund. NAV (or Net Asset Value) is computed once a day based on the formula that uses closing prices of all positions in the fund's portfolio.
Ivy Net Asset Comparison
Ivy Emerging is currently under evaluation in net asset among similar funds.
Ivy Emerging Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Ivy Emerging, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Ivy Emerging will eventually generate negative long term returns. The profitability progress is the general direction of Ivy Emerging's change in net profit over the period of time. It can combine multiple indicators of Ivy Emerging, 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 invests, under normal circumstances, at least 80 percent of its net assets in equity securities, primarily common stock, of companies from countries considered to be emerging market countries or that are economically linked to emerging market countries. It may invest up to 100 percent of its total assets in foreign securities and may invest in depositary receipts of foreign issuers. The fund also may invest up to 20 percent of its net assets in companies that are not located in, or economically linked to, emerging market countries.
Ivy Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Ivy Emerging. 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 Emerging 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 Emerging's important profitability drivers and their relationship over time.
Use Ivy Emerging 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 Emerging 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 Emerging will appreciate offsetting losses from the drop in the long position's value.Ivy Emerging Pair Trading
Ivy Emerging Markets Pair Trading Analysis
The ability to find closely correlated positions to Ivy Emerging 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 Emerging 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 Emerging - 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 Emerging Markets to buy it.
The correlation of Ivy Emerging 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 Emerging moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Ivy Emerging Markets 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 Emerging 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 Emerging position
In addition to having Ivy Emerging 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 Shipbuilding Railroad Equipment Thematic Idea Now
Shipbuilding Railroad Equipment
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Shipbuilding Railroad Equipment theme has 16 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 Shipbuilding Railroad Equipment Theme or any other thematic opportunities.
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Other Information on Investing in Ivy Mutual Fund
To fully project Ivy Emerging's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Ivy Emerging Markets 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 Emerging's income statement, its balance sheet, and the statement of cash flows.
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