Ivy Small Financials
| IRGFX Fund | USD 24.49 0.01 0.04% |
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 Small Fund Summary
Ivy Small competes with Absolute Convertible, Rational/pier, Gabelli Convertible, Advent Claymore, and Rationalpier. The fund seeks to achieve its objective by investing, under normal circumstances, at least 80 percent of its net assets in common stocks of small-capitalization companies. For purposes of this fund, small-capitalization companies typically are companies with market capitalizations similar to those of issuers included in the Russell 2000 Growth Index over the last 13 months at the time of acquisition.Specialization | Small Growth, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Ivy Funds |
| Mutual Fund Family | Ivy Funds |
| Mutual Fund Category | Small Growth |
| Benchmark | Dow Jones Industrial |
| Phone | 800 777 6472 |
| Currency | USD - US Dollar |
Ivy Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Ivy Small's current stock value. Our valuation model uses many indicators to compare Ivy Small value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Ivy Small competition to find correlations between indicators driving Ivy Small's intrinsic value. More Info.Ivy Small Cap 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 0.15 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Ivy Small Cap is roughly 6.73 . 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 Small's earnings, one of the primary drivers of an investment's value.Ivy Small Cap Systematic Risk
Ivy Small's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Ivy Small 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 twenty-eight with a total number of output elements of thirty-three. The Beta measures systematic risk based on how returns on Ivy Small Cap correlated with the market. If Beta is less than 0 Ivy Small generally moves in the opposite direction as compared to the market. If Ivy Small Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Ivy Small Cap is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Ivy Small is generally in the same direction as the market. If Beta > 1 Ivy Small moves generally in the same direction as, but more than the movement of the benchmark.
Ivy Small December 2, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Ivy Small help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Ivy Small Cap. We use our internally-developed statistical techniques to arrive at the intrinsic value of Ivy Small Cap 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 Small's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.2 | |||
| Information Ratio | (0.01) | |||
| Maximum Drawdown | 7.33 | |||
| Value At Risk | (1.70) | |||
| Potential Upside | 2.14 |
Other Information on Investing in Ivy Mutual Fund
Ivy Small 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 Small security.
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