Ivy Asset Five Year Return vs. One Year Return
| IASTX Fund | USD 23.74 0.12 0.51% |
For Ivy Asset profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Ivy Asset to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Ivy Asset Strategy utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Ivy Asset's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Ivy Asset Strategy over time as well as its relative position and ranking within its peers.
Ivy |
Ivy Asset Strategy One Year Return vs. Five Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Ivy Asset's current stock value. Our valuation model uses many indicators to compare Ivy Asset value to that of its competitors to determine the firm's financial worth. Ivy Asset Strategy is currently considered the top fund in five year return among similar funds. It also is currently considered the top fund in one year return among similar funds reporting about 2.27 of One Year Return per Five 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 Asset's earnings, one of the primary drivers of an investment's value.Ivy One Year Return vs. Five Year Return
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.
Ivy Asset |
| = | 9.34 % |
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.
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.
Ivy Asset |
| = | 21.15 % |
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.
Ivy One Year Return Comparison
Ivy Asset is currently under evaluation in one year return among similar funds.
Ivy Asset Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Ivy Asset, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Ivy Asset will eventually generate negative long term returns. The profitability progress is the general direction of Ivy Asset's change in net profit over the period of time. It can combine multiple indicators of Ivy Asset, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The fund seeks to achieve its objective by allocating its assets among different asset classes of varying correlation around the globe. The funds investment manager primarily invests a portion of the funds assets in global equity securities that the manager believes can outperform the funds benchmark index, the MSCI ACWI Index, over a full market cycle before taking into account fund expenses .
Ivy Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Ivy Asset. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Ivy Asset position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Ivy Asset's important profitability drivers and their relationship over time.
Use Ivy Asset in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Ivy Asset position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Ivy Asset will appreciate offsetting losses from the drop in the long position's value.Ivy Asset Pair Trading
Ivy Asset Strategy Pair Trading Analysis
The ability to find closely correlated positions to Ivy Asset could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Ivy Asset when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Ivy Asset - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Ivy Asset Strategy to buy it.
The correlation of Ivy Asset is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Ivy Asset moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Ivy Asset Strategy moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Ivy Asset can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Ivy Asset position
In addition to having Ivy Asset in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Copper Thematic Idea Now
Copper
Companies involved in production of copper. The Copper theme has 45 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Copper Theme or any other thematic opportunities.
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Other Information on Investing in Ivy Mutual Fund
To fully project Ivy Asset's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Ivy Asset Strategy at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Ivy Asset's income statement, its balance sheet, and the statement of cash flows.
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