Ivy High Financial Statements From 2010 to 2025
| WRHIX Fund | USD 5.99 0.01 0.17% |
Check Ivy High financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Ivy High'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 High Valuation or Volatility modules.
Ivy |
Ivy High Income Mutual Fund One Year Return Analysis
Ivy High's 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.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Ivy High One Year Return | 3.37 % |
Most of Ivy High's fundamental indicators, such as One 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 High Income is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
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.
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Based on the recorded statements, Ivy High Income has an One Year Return of 3.3657%. This is much higher than that of the Ivy Funds family and significantly higher than that of the High Yield Bond category. The one year return for all United States funds is notably lower than that of the firm.
Ivy High Income Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Ivy High's current stock value. Our valuation model uses many indicators to compare Ivy High value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Ivy High competition to find correlations between indicators driving Ivy High's intrinsic value. More Info.Ivy High Income is presently regarded as number one fund in price to earning among similar funds. It also is presently regarded as number one fund in price to book among similar funds fabricating about 0.32 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Ivy High Income is roughly 3.11 . 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 High's earnings, one of the primary drivers of an investment's value.About Ivy High Financial Statements
Ivy High investors use historical fundamental indicators, such as Ivy High'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 High. Please read more on our technical analysis and fundamental analysis pages.
The fund invests primarily in a diversified portfolio of high-yield, high-risk, fixed-income securities, including secured and unsecured loan assignments, loan participations and other loan instruments , of U.S. and foreign issuers, the risks of which are, in the judgment of the manager consistent with the funds objective. It may invest up to 100 percent of its total assets in foreign securities that are denominated in U.S. dollars or foreign currencies.
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Other Information on Investing in Ivy Mutual Fund
Ivy High 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 High security.
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