Ivy Balanced Financials
| IBNCX Fund | USD 22.56 0.28 0.43% |
Ivy |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Ivy Balanced Fund Summary
Ivy Balanced competes with Ultra-short Term, Fundvantage Trust, Rational/pier, Mirova Global, and Multisector Bond. The investment seeks to provide total return through a combination of capital appreciation and current income. Ivy Balanced is traded on NASDAQ Exchange in the United States.| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US4658985910 |
| Business Address | Ivy Funds |
| Mutual Fund Family | Ivy Funds |
| Mutual Fund Category | Allocation--50% to 70% Equity |
| Benchmark | Dow Jones Industrial |
| Phone | 800 777 6472 |
| Currency | USD - US Dollar |
Ivy Balanced Key Financial Ratios
Ivy Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Ivy Balanced's current stock value. Our valuation model uses many indicators to compare Ivy Balanced value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Ivy Balanced competition to find correlations between indicators driving Ivy Balanced's intrinsic value. More Info.Ivy Balanced Fund is currently considered the top fund in price to earning among similar funds. It also is currently considered the top fund in price to book among similar funds fabricating about 0.96 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Ivy Balanced Fund is roughly 1.04 . 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 Balanced's earnings, one of the primary drivers of an investment's value.Ivy Balanced Systematic Risk
Ivy Balanced's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Ivy Balanced volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was thirty-six with a total number of output elements of twenty-five. The Beta measures systematic risk based on how returns on Ivy Balanced correlated with the market. If Beta is less than 0 Ivy Balanced generally moves in the opposite direction as compared to the market. If Ivy Balanced Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Ivy Balanced is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Ivy Balanced is generally in the same direction as the market. If Beta > 1 Ivy Balanced moves generally in the same direction as, but more than the movement of the benchmark.
Ivy Balanced November 22, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Ivy Balanced help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Ivy Balanced Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Ivy Balanced Fund based on widely used predictive technical indicators. In general, we focus on analyzing Ivy Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Ivy Balanced's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.5712 | |||
| Information Ratio | (0.11) | |||
| Maximum Drawdown | 2.45 | |||
| Value At Risk | (0.89) | |||
| Potential Upside | 0.8551 |
Other Information on Investing in Ivy Mutual Fund
Ivy Balanced 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 Balanced security.
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