Ivy E Equity Fund Fundamentals
| WCEAX Fund | USD 19.88 0.13 0.66% |
Ivy E Equity fundamentals help investors to digest information that contributes to Ivy Core'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 Core'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 Core mutual fund.
Ivy |
Ivy E Equity Mutual Fund One Year Return Analysis
Ivy Core'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 Core One Year Return | 36.94 % |
Most of Ivy Core'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 E Equity 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.
| Competition |
Based on the recorded statements, Ivy E Equity has an One Year Return of 36.941%. This is 192.72% higher than that of the Delaware Funds by Macquarie family and significantly higher than that of the Large Blend category. The one year return for all United States funds is notably lower than that of the firm.
Ivy E Equity Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Ivy Core's current stock value. Our valuation model uses many indicators to compare Ivy Core value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Ivy Core competition to find correlations between indicators driving Ivy Core's intrinsic value. More Info.Ivy E Equity 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 0.12 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Ivy E Equity is roughly 8.56 . 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 Core'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 Core'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 Core could also be used in its relative valuation, which is a method of valuing Ivy Core by comparing valuation metrics of similar companies.Ivy E is currently under evaluation in one year return among similar funds.
Fund Asset Allocation for Ivy Core
The fund consists of 95.83% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Ivy Core'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
| Price To Earning | 21.24 X | ||||
| Price To Book | 2.48 X | ||||
| Price To Sales | 2.37 X | ||||
| Total Asset | 2.66 B | ||||
| Annual Yield | 0 % | ||||
| Year To Date Return | 29.84 % | ||||
| One Year Return | 36.94 % | ||||
| Three Year Return | 10.21 % | ||||
| Five Year Return | 16.46 % | ||||
| Ten Year Return | 11.94 % | ||||
| Net Asset | 3.53 B | ||||
| Last Dividend Paid | 0.04 | ||||
| Cash Position Weight | 4.18 % | ||||
| Equity Positions Weight | 95.83 % |
About Ivy Core Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Ivy E Equity's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Ivy Core using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Ivy E Equity 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, under normal circumstances, at least 80 percent of its net assets in equity securities, primarily in common stocks of large-capitalization companies. It seeks to invest in companies that the manager believes are high-quality, have sustainable competitive advantages accompanied by financial strength and earnings stability, and have leading positions in their industries. The fund invests in securities that have the potential for capital appreciation, or that the manager expects to resist market decline.
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.Other Information on Investing in Ivy Mutual Fund
Ivy Core 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 Core security.
| Share Portfolio Track or share privately all of your investments from the convenience of any device | |
| Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios | |
| Portfolio Analyzer Portfolio analysis module that provides access to portfolio diagnostics and optimization engine | |
| Technical Analysis Check basic technical indicators and analysis based on most latest market data |