Ivy Asset Financials
| WASAX Fund | USD 23.28 0.41 1.79% |
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 Volumetric Fund, Balanced Fund, Materials Portfolio, Arrow Managed, and Iaadx. The fund seeks to achieve its objective by allocating its assets among different asset classes of varying correlation around the globe. Ivy Asset is traded on NASDAQ Exchange in the United States.Specialization | null, Large Growth |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US4660007596 |
| Business Address | Ivy Funds |
| Mutual Fund Family | Nomura |
| 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 presently regarded as number one fund in price to earning among similar funds. It also is presently regarded as number one 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 February 8, 2026 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 | 0.7019 | |||
| Information Ratio | 0.0989 | |||
| Maximum Drawdown | 10.31 | |||
| Value At Risk | (1.08) | |||
| Potential Upside | 0.9247 |
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.
| Analyst Advice Analyst recommendations and target price estimates broken down by several categories | |
| Transaction History View history of all your transactions and understand their impact on performance | |
| Bond Analysis Evaluate and analyze corporate bonds as a potential investment for your portfolios. |