Ivy Asset Financials
| IVAEX Fund | USD 23.45 0.07 0.30% |
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 Asset Fund Summary
Ivy Asset competes with Gabelli Global, John Hancock, Prudential Jennison, and Davis Financial. The fund seeks to achieve its objective by allocating its assets among different asset classes of varying correlation around the globe. The funds investment manager primarily invests a portion of the funds assets in global equity securities that the manager believes can outperform the funds benchmark index, the MSCI ACWI Index, over a full market cycle before taking into account fund expenses .Specialization | World Allocation, Large Growth |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US4660018643 |
| Business Address | Ivy Funds |
| Mutual Fund Family | Ivy Funds |
| Mutual Fund Category | World Allocation |
| Benchmark | Dow Jones Industrial |
| Phone | 800 777 6472 |
| Currency | USD - US Dollar |
Ivy Asset Key Financial Ratios
Ivy Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Ivy Asset's current stock value. Our valuation model uses many indicators to compare Ivy Asset value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Ivy Asset competition to find correlations between indicators driving Ivy Asset's intrinsic value. More Info.Ivy Asset Strategy 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 0.11 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Ivy Asset Strategy is roughly 8.70 . 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 Asset's earnings, one of the primary drivers of an investment's value.Ivy Asset Strategy Systematic Risk
Ivy Asset's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Ivy Asset 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 three with a total number of output elements of fifty-eight. The Beta measures systematic risk based on how returns on Ivy Asset Strategy correlated with the market. If Beta is less than 0 Ivy Asset generally moves in the opposite direction as compared to the market. If Ivy Asset Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Ivy Asset Strategy is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Ivy Asset is generally in the same direction as the market. If Beta > 1 Ivy Asset moves generally in the same direction as, but more than the movement of the benchmark.
Ivy Asset November 24, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Ivy Asset help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Ivy Asset Strategy. We use our internally-developed statistical techniques to arrive at the intrinsic value of Ivy Asset Strategy 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 Asset's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.6266 | |||
| Information Ratio | (0.17) | |||
| Maximum Drawdown | 3.09 | |||
| Value At Risk | (1.11) | |||
| Potential Upside | 0.8452 |
Other Information on Investing in Ivy Mutual Fund
Ivy Asset 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 Asset security.
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