Ivy Limited Financial Statements From 2010 to 2024
| ILTIXDelisted Fund | USD 10.31 0.00 0.00% |
Check Ivy Limited financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Ivy Limited's main balance sheet or income statement drivers, such as , as well as many indicators such as . Ivy financial statements analysis is a perfect complement when working with Ivy Limited Valuation or Volatility modules.
Ivy |
Ivy Limited Term Bond Mutual Fund Five Year Return Analysis
Ivy Limited's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
More About Five Year Return | All Equity Analysis
Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Ivy Limited Five Year Return | 2.25 % |
Most of Ivy Limited's fundamental indicators, such as Five 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 Limited Term Bond is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
CompetitionAccording to the company disclosure, Ivy Limited Term Bond has a Five Year Return of 2.25%. This is 89.65% lower than that of the Delaware Funds by Macquarie family and significantly higher than that of the Short-Term Bond category. The five year return for all United States funds is notably lower than that of the firm.
Ivy Limited Term Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Ivy Limited's current stock value. Our valuation model uses many indicators to compare Ivy Limited value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Ivy Limited competition to find correlations between indicators driving Ivy Limited's intrinsic value. More Info.Ivy Limited Term Bond is currently considered the top fund in one year return among similar funds. It also is currently considered the top fund in three year return among similar funds reporting about 0.65 of Three Year Return per One Year Return. The ratio of One Year Return to Three Year Return for Ivy Limited Term Bond is roughly 1.54 . 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 Limited's earnings, one of the primary drivers of an investment's value.About Ivy Limited Financial Statements
Ivy Limited investors use historical fundamental indicators, such as Ivy Limited's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Ivy Limited. Please read more on our technical analysis and fundamental analysis pages.
The investment seeks to provide current income consistent with preservation of capital. Ivy Limited-Term is traded on NASDAQ Exchange in the United States.
Also Currently Popular
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 gross domestic product. You can also try the ETF Categories module to list of ETF categories grouped based on various criteria, such as the investment strategy or type of investments.
Other Consideration for investing in Ivy Mutual Fund
If you are still planning to invest in Ivy Limited Term 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 Limited's history and understand the potential risks before investing.
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