Ivy Wilshire Financials
| IWGNX Fund | USD 8.42 0.03 0.36% |
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 Wilshire Fund Summary
Ivy Wilshire competes with Ivy Large, Ivy Small, Ivy High, Ivy Apollo, and Ivy Small. The fund is a fund-of-funds that seeks to achieve its objective primarily by allocating its assets among a diverse group of equity and fixed-income mutual funds, including affiliated and unaffiliated equity and fixed-income mutual funds and unaffiliated exchange-traded funds , and directly investing in stocks and bonds. Under normal circumstances, the funds policy asset mix is 65 percent invested in equities and 35 percent invested in fixed income.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 | 800 777 6472 |
| Currency | USD - US Dollar |
Ivy Wilshire Key Financial Ratios
Ivy Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Ivy Wilshire's current stock value. Our valuation model uses many indicators to compare Ivy Wilshire value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Ivy Wilshire competition to find correlations between indicators driving Ivy Wilshire's intrinsic value. More Info.Ivy Wilshire Global is rated fourth overall fund in annual yield among similar funds. It is rated second overall fund in year to date return among similar funds creating about 541.90 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 Wilshire's earnings, one of the primary drivers of an investment's value.Ivy Wilshire Global Systematic Risk
Ivy Wilshire's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Ivy Wilshire 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 ten with a total number of output elements of fifty-one. The Beta measures systematic risk based on how returns on Ivy Wilshire Global correlated with the market. If Beta is less than 0 Ivy Wilshire generally moves in the opposite direction as compared to the market. If Ivy Wilshire Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Ivy Wilshire Global is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Ivy Wilshire is generally in the same direction as the market. If Beta > 1 Ivy Wilshire moves generally in the same direction as, but more than the movement of the benchmark.
Ivy Wilshire November 30, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Ivy Wilshire help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Ivy Wilshire Global. We use our internally-developed statistical techniques to arrive at the intrinsic value of Ivy Wilshire Global 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 Wilshire's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.5362 | |||
| Information Ratio | (0.21) | |||
| Maximum Drawdown | 2.06 | |||
| Value At Risk | (0.72) | |||
| Potential Upside | 0.7317 |
Other Information on Investing in Ivy Mutual Fund
Ivy Wilshire 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 Wilshire security.
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