XPO shareholders have earned a 48 percent CAGR over the last three years
| WSGAX Fund | USD 14.16 0.07 0.49% |
Slightly above 67% of Ivy Small's investor base is looking to short. The analysis of overall sentiment of trading Ivy Small Cap mutual fund suggests that many investors are alarmed at this time. Ivy Small's investing sentiment can be driven by a variety of factors including economic data, Ivy Small's earnings reports, geopolitical events, and overall market trends.
Ivy |
By buying an index fund, investors can approximate the average market return. But if you pick the right individual...
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Ivy Small Fundamental Analysis
We analyze Ivy Small's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Ivy Small using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Ivy Small 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.
Year To Date Return
Year To Date Return Comparative Analysis
Ivy Small is currently under evaluation in year to date return among similar funds. Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
Ivy Small Cap Potential Pair-trading
One of the popular trading techniques among algorithmic traders is to use market-neutral strategies where every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses. Below are some of the equities that can be combined with Ivy Small mutual fund to make a market-neutral strategy. Peer analysis of Ivy Small could also be used in its relative valuation, which is a method of valuing Ivy Small by comparing valuation metrics with similar companies.
Peers
Ivy Small Related Equities
| GABTX | Gamco Global | 0.96 | ||||
| OKMUX | Oklahoma Municipal | 0.28 | ||||
| HHMAX | The Hartford | 0.24 | ||||
| BCHIX | California High-yield | 0.20 | ||||
| MSTPX | Morningstar Municipal | 0.20 | ||||
| PRFHX | T Rowe | 0.18 | ||||
| FGUAX | Federated Government | 0.10 |
Other Information on Investing in Ivy Mutual Fund
Ivy Small 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 Small security.
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon | |
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