Ivy Municipal Bond Fund Fundamentals
| IMBNXDelisted Fund | USD 10.29 0.00 0.00% |
Ivy Municipal Bond fundamentals help investors to digest information that contributes to Ivy Municipal'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 Municipal'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 Municipal mutual fund.
Ivy |
Ivy Municipal Bond Mutual Fund Five Year Return Analysis
Ivy Municipal's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
More About Five Year Return | All Equity Analysis
Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Ivy Municipal Five Year Return | 2.40 % |
Most of Ivy Municipal's fundamental indicators, such as Five 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 Municipal Bond is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
CompetitionAccording to the company disclosure, Ivy Municipal Bond has a Five Year Return of 2.4%. This is 88.96% lower than that of the Delaware Funds by Macquarie family and significantly higher than that of the Muni National Interm category. The five year return for all United States funds is notably lower than that of the firm.
Ivy Municipal Bond Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Ivy Municipal's current stock value. Our valuation model uses many indicators to compare Ivy Municipal value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Ivy Municipal competition to find correlations between indicators driving Ivy Municipal's intrinsic value. More Info.Ivy Municipal Bond is currently considered the top fund in one year return among similar funds. It also is currently considered the top fund in three year return among similar funds reporting about 1.02 of Three Year Return per One Year Return. 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 Municipal's earnings, one of the primary drivers of an investment's value.Ivy Five Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Ivy Municipal's direct or indirect competition against its Five 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 Municipal could also be used in its relative valuation, which is a method of valuing Ivy Municipal by comparing valuation metrics of similar companies.Ivy Municipal is currently under evaluation in five year return among similar funds.
Fund Asset Allocation for Ivy Municipal
The fund invests most of its assets under management in various types of exotic instruments, with the rest of asset invested in bonds.Asset allocation divides Ivy Municipal'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 | 560.14 M | |||
| One Year Return | 2.74 % | |||
| Three Year Return | 2.80 % | |||
| Five Year Return | 2.40 % | |||
| Ten Year Return | 2.88 % | |||
| Net Asset | 560.14 M | |||
| Last Dividend Paid | 0.02 | |||
| Bond Positions Weight | 16.27 % |
About Ivy Municipal Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Ivy Municipal Bond's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Ivy Municipal using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Ivy Municipal Bond 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 seeks to achieve its objective by investing at least 80 percent of its net assets in municipal bonds. Ivy Municipal 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 FinTech Suite module to use AI to screen and filter profitable investment opportunities.
Other Consideration for investing in Ivy Mutual Fund
If you are still planning to invest in Ivy Municipal Bond 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 Municipal's history and understand the potential risks before investing.
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