Ivy Government Securities Fund Fundamentals
IGJNXDelisted Fund | USD 4.61 0.00 0.00% |
Ivy Government Securities fundamentals help investors to digest information that contributes to Ivy Government's financial success or failures. It also enables traders to predict the movement of Ivy Mutual Fund. The fundamental analysis module provides a way to measure Ivy Government's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Ivy Government mutual fund.
Ivy |
Ivy Government Securities Mutual Fund One Year Return Analysis
Ivy Government's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Ivy Government One Year Return | (2.79) % |
Most of Ivy Government's fundamental indicators, such as One Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Ivy Government Securities is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
CompetitionBased on the recorded statements, Ivy Government Securities has an One Year Return of -2.789%. This is much lower than that of the Ivy Funds family and significantly lower than that of the Intermediate Government category. The one year return for all United States funds is notably higher than that of the company.
Ivy Government Securities Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Ivy Government's current stock value. Our valuation model uses many indicators to compare Ivy Government value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Ivy Government competition to find correlations between indicators driving Ivy Government's intrinsic value. More Info.Ivy Government Securities 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 2,849 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 Government's earnings, one of the primary drivers of an investment's value.Ivy One Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Ivy Government's direct or indirect competition against its One Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Ivy Government could also be used in its relative valuation, which is a method of valuing Ivy Government by comparing valuation metrics of similar companies.Ivy Government is currently under evaluation in one year return among similar funds.
Fund Asset Allocation for Ivy Government
The fund invests most of its assets under management in various types of exotic instruments, with the rest of asset invested in cash and cash equivalents.Asset allocation divides Ivy Government's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Ivy Fundamentals
Total Asset | 187.86 M | |||
Annual Yield | 0 % | |||
Year To Date Return | 3.70 % | |||
One Year Return | (2.79) % | |||
Three Year Return | (4.23) % | |||
Five Year Return | (1.10) % | |||
Ten Year Return | 2.15 % | |||
Net Asset | 381.4 M | |||
Last Dividend Paid | 0.01 | |||
Cash Position Weight | 1.33 % |
About Ivy Government Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Ivy Government Securities's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Ivy Government using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Ivy Government Securities based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.The fund invests at least 80 percent of its net assets borrowings for investment purposes, in U.S. government securities. Ivy Government is traded on NASDAQ Exchange in the United States.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Check out Risk vs Return Analysis to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in board of governors. You can also try the ETF Categories module to list of ETF categories grouped based on various criteria, such as the investment strategy or type of investments.
Other Consideration for investing in Ivy Mutual Fund
If you are still planning to invest in Ivy Government Securities check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Ivy Government's history and understand the potential risks before investing.
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