Ivy Apollo Financials
| IMAYX Fund | USD 9.70 0.04 0.41% |
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 Apollo Fund Summary
Ivy Apollo competes with American Century, Gmo High, Ppm High, Msift High, and Pace High. The fund seeks to achieve its objective by primarily investing its assets among a diversified portfolio of global equity and equity-income generating securities. The portfolio manager targets approximately 30 percent high yield, high income securities 40 percent in global equity and income generating equity securities and approximately 10 percent in global real estate securities. Together, these allocations determine the 80 percent policy.Specialization | World Allocation, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Ivy Funds |
| Mutual Fund Family | Ivy Funds |
| Mutual Fund Category | World Allocation |
| Benchmark | Dow Jones Industrial |
| Phone | 888 923 3355 |
| Currency | USD - US Dollar |
Ivy Apollo Key Financial Ratios
Ivy Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Ivy Apollo's current stock value. Our valuation model uses many indicators to compare Ivy Apollo value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Ivy Apollo competition to find correlations between indicators driving Ivy Apollo's intrinsic value. More Info.Ivy Apollo Multi Asset is currently considered the top fund in annual yield among similar funds. It also is currently considered the top fund in year to date return among similar funds creating about 90.11 of Year To Date Return per Annual Yield. 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 Apollo's earnings, one of the primary drivers of an investment's value.Ivy Apollo Multi Systematic Risk
Ivy Apollo's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Ivy Apollo 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 fourteen with a total number of output elements of fourty-seven. The Beta measures systematic risk based on how returns on Ivy Apollo Multi correlated with the market. If Beta is less than 0 Ivy Apollo generally moves in the opposite direction as compared to the market. If Ivy Apollo Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Ivy Apollo Multi is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Ivy Apollo is generally in the same direction as the market. If Beta > 1 Ivy Apollo moves generally in the same direction as, but more than the movement of the benchmark.
Ivy Apollo November 27, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Ivy Apollo help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Ivy Apollo Multi Asset. We use our internally-developed statistical techniques to arrive at the intrinsic value of Ivy Apollo Multi Asset 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 Apollo's daily price indicators and compare them against related drivers.
| Information Ratio | (0.33) | |||
| Maximum Drawdown | 2.25 | |||
| Value At Risk | (0.70) | |||
| Potential Upside | 0.6154 |
Other Information on Investing in Ivy Mutual Fund
Ivy Apollo 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 Apollo security.
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