Ivy Managed Year To Date Return vs. Last Dividend Paid

IVTNXDelisted Fund  USD 5.48  0.00  0.00%   
Based on the measurements of profitability obtained from Ivy Managed's financial statements, Ivy Managed International may not be well positioned to generate adequate gross income at this time. It has a very high probability of underperforming in January. Profitability indicators assess Ivy Managed's ability to earn profits and add value for shareholders.
For Ivy Managed profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Ivy Managed to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Ivy Managed International utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Ivy Managed's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Ivy Managed International over time as well as its relative position and ranking within its peers.
  
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.
Please note, there is a significant difference between Ivy Managed's value and its price as these two are different measures arrived at by different means. Investors typically determine if Ivy Managed is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Ivy Managed's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

Ivy Managed International Last Dividend Paid vs. Year To Date Return Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining Ivy Managed's current stock value. Our valuation model uses many indicators to compare Ivy Managed value to that of its competitors to determine the firm's financial worth.
Ivy Managed International is currently considered the top fund in year to date return among similar funds. It also is currently considered the top fund in last dividend paid among similar funds creating about  0.02  of Last Dividend Paid per Year To Date Return. The ratio of Year To Date Return to Last Dividend Paid for Ivy Managed International is roughly  52.89 . 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 Managed's earnings, one of the primary drivers of an investment's value.

Ivy Last Dividend Paid vs. Year To Date Return

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 Managed

YTD Return

 = 

(Mean of Monthly Returns - 1)

X

100%

 = 
6.35 %
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
Last Dividend Paid refers to dividend per share(DPS) paid to the shareholder the last time dividends were issued by a company. In its conventional sense, dividends refer to the distribution of some of a company's net earnings or capital gains decided by the board of directors.

Ivy Managed

Last Dividend

 = 

Last Profit Distribution Amount

Total Shares

 = 
0.12
Many stable companies today pay out dividends to their shareholders in the form of the income distribution, but high-growth firms rarely offer dividends because all of their earnings are reinvested back to the business.

Ivy Managed Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Ivy Managed, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Ivy Managed will eventually generate negative long term returns. The profitability progress is the general direction of Ivy Managed's change in net profit over the period of time. It can combine multiple indicators of Ivy Managed, 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 is a fund-of-funds that seeks to achieve its objective by providing investors a diversified portfolio of international stocks by investing primarily in Class R6 shares of certain Delaware Funds globalinternational mutual funds. Ivy Managed is traded on NASDAQ Exchange in the United States.

Ivy Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on Ivy Managed. 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 Managed 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 Managed's important profitability drivers and their relationship over time.

Use Ivy Managed 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 Managed 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 Managed will appreciate offsetting losses from the drop in the long position's value.

Ivy Managed Pair Trading

Ivy Managed International Pair Trading Analysis

The ability to find closely correlated positions to Ivy Managed 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 Managed 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 Managed - 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 Managed International to buy it.
The correlation of Ivy Managed 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 Managed moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Ivy Managed International 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 Managed 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.
Pair CorrelationCorrelation Matching

Use Investing Themes to Complement your Ivy Managed position

In addition to having Ivy Managed 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 Aggressive Funds Thematic Idea Now

Aggressive Funds
Aggressive Funds Theme
Funds or Etfs that attempt to achieve high capital gains by investing in companies with high growth potential and above average risk. The Aggressive Funds theme has 46 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 Aggressive Funds Theme or any other thematic opportunities.
View All  Next Launch
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 Performance Analysis module to check effects of mean-variance optimization against your current asset allocation.

Other Consideration for investing in Ivy Mutual Fund

If you are still planning to invest in Ivy Managed International 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 Managed's history and understand the potential risks before investing.
Crypto Correlations
Use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins
Stocks Directory
Find actively traded stocks across global markets
Global Correlations
Find global opportunities by holding instruments from different markets