Ivy Science Financial Statements From 2010 to 2024
| WSTRX Fund | USD 53.30 0.52 0.97% |
Check Ivy Science financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Ivy Science'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 Science Valuation or Volatility modules.
Ivy |
Ivy Science And Mutual Fund Three Year Return Analysis
Ivy Science's 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.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Ivy Science Three Year Return | 6.15 % |
Most of Ivy Science's fundamental indicators, such as Three 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 Science And is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
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.
| Competition |
Based on the latest financial disclosure, Ivy Science And has a Three Year Return of 6.1475%. This is much higher than that of the Ivy Funds family and significantly higher than that of the Technology category. The three year return for all United States funds is notably lower than that of the firm.
Ivy Science And Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Ivy Science's current stock value. Our valuation model uses many indicators to compare Ivy Science value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Ivy Science competition to find correlations between indicators driving Ivy Science's intrinsic value. More Info.Ivy Science And is rated fourth in price to earning among similar funds. It is rated below average in price to book among similar funds fabricating about 0.10 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Ivy Science And is roughly 10.07 . 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 Science's earnings, one of the primary drivers of an investment's value.About Ivy Science Financial Statements
Ivy Science investors use historical fundamental indicators, such as Ivy Science'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 Science. Please read more on our technical analysis and fundamental analysis pages.
The fund invests primarily in the equity securities of science and technology companies around the globe. Under normal circumstances, it invests at least 80 percent of its net assets in securities of science or technology companies. The fund also may invest in companies that utilize science andor technology as an agent of change to significantly enhance their business opportunities. It may invest in securities issued by companies of any size, and may invest without limitation in foreign securities, including securities of issuers within emerging markets. The fund is non-diversified.
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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.Other Information on Investing in Ivy Mutual Fund
Ivy Science 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 Science security.
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