Ivy Targeted Return Fund Ten Year Return
| IRBRXDelisted Fund | USD 8.48 0.00 0.00% |
Ivy Targeted Return fundamentals help investors to digest information that contributes to Ivy Targeted'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 Targeted'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 Targeted mutual fund.
Ivy |
Ivy Targeted Return Mutual Fund Ten Year Return Analysis
Ivy Targeted's Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
More About Ten Year Return | All Equity Analysis
Ten Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
CompetitionBased on the latest financial disclosure, Ivy Targeted Return has a Ten Year Return of 0.0%. This indicator is about the same for the Ivy Funds average (which is currently at 0.0) family and about the same as Nontraditional Bond (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
Ivy Ten Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Ivy Targeted's direct or indirect competition against its Ten 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 Targeted could also be used in its relative valuation, which is a method of valuing Ivy Targeted by comparing valuation metrics of similar companies.Ivy Targeted is currently under evaluation in ten year return among similar funds.
Fund Asset Allocation for Ivy Targeted
.Asset allocation divides Ivy Targeted'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 | 146.56 M | |||
| Annual Yield | 0.03 % | |||
| Year To Date Return | 7.44 % | |||
| One Year Return | 3.01 % | |||
| Three Year Return | (1.73) % | |||
| Five Year Return | 0.22 % | |||
| Net Asset | 240.87 M | |||
| Last Dividend Paid | 0.03 | |||
| Cash Position Weight | 27.83 % | |||
| Bond Positions Weight | 35.25 % |
About Ivy Targeted Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Ivy Targeted Return's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Ivy Targeted using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Ivy Targeted Return 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.
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 metropolitan statistical area. You can also try the Latest Portfolios module to quick portfolio dashboard that showcases your latest portfolios.
Other Consideration for investing in Ivy Mutual Fund
If you are still planning to invest in Ivy Targeted Return 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 Targeted's history and understand the potential risks before investing.
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