Ivy High Price To Book vs. Ten Year Return
| WHIAX Fund | USD 6.13 0.02 0.33% |
For Ivy High profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Ivy High to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Ivy High Income utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Ivy High's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Ivy High Income over time as well as its relative position and ranking within its peers.
Ivy |
Ivy High Income Ten Year Return vs. Price To Book Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Ivy High's current stock value. Our valuation model uses many indicators to compare Ivy High value to that of its competitors to determine the firm's financial worth. Ivy High Income is presently regarded as number one fund in price to book among similar funds. It also is presently regarded as number one fund in ten year return among similar funds reporting about 0.02 of Ten Year Return per Price To Book. The ratio of Price To Book to Ten Year Return for Ivy High Income is roughly 43.72 . 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 High's earnings, one of the primary drivers of an investment's value.Ivy Ten Year Return vs. Price To Book
Price to Book (P/B) ratio is used to relate a company book value to its current market price. A high P/B ratio indicates that investors expect executives to generate more returns on their investments from a given set of assets. Book value is the accounting value of assets minus liabilities.
Ivy High |
| = | 257.07 X |
Price to Book ratio is mostly used in financial services industries where assets and liabilities are typically represented by dollars. Although low Price to Book ratio generally implies that the firm is undervalued, it is often a good indicator that the company may be in financial or managerial distress and should be investigated more carefully.
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.
Ivy High |
| = | 5.88 % |
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.
Ivy Ten Year Return Comparison
Ivy High is currently under evaluation in ten year return among similar funds.
Ivy High Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Ivy High, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Ivy High will eventually generate negative long term returns. The profitability progress is the general direction of Ivy High's change in net profit over the period of time. It can combine multiple indicators of Ivy High, 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 invests primarily in a diversified portfolio of high-yield, high-risk, fixed-income securities, including secured and unsecured loan assignments, loan participations and other loan instruments , of U.S. and foreign issuers, the risks of which are, in the judgment of the manager consistent with the funds objective. It may invest up to 100 percent of its total assets in foreign securities that are denominated in U.S. dollars or foreign currencies.
Ivy Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Ivy High. 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 High 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 High's important profitability drivers and their relationship over time.
Use Ivy High 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 High 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 High will appreciate offsetting losses from the drop in the long position's value.Ivy High Pair Trading
Ivy High Income Pair Trading Analysis
The ability to find closely correlated positions to Ivy High 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 High 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 High - 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 High Income to buy it.
The correlation of Ivy High 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 High moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Ivy High Income 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 High 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 High position
In addition to having Ivy High 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 Video Games Thematic Idea Now
Video Games
Companies that are involved in the building and marketing of video games or gaming software. The Video Games theme has 24 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 Video Games Theme or any other thematic opportunities.
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Other Information on Investing in Ivy Mutual Fund
To fully project Ivy High's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Ivy High Income 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 High's income statement, its balance sheet, and the statement of cash flows.
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