Ivy Value Financials
| IYVLX Fund | USD 17.16 0.01 0.06% |
Ivy |
Please note that past performance is not an indicator of the future performance of Ivy Value, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Ivy Value Fund Summary
Ivy Value competes with Dodge Cox, American Funds, American Funds, American Mutual, and Vanguard Value. The fund seeks to achieve its objective by investing in the common stocks of primarily large-capitalization companies that the advisor believes are undervalued, trading at a significant discount relative to the intrinsic value of the company as estimated by the manager andor are out of favor in the financial markets but have a favorable outlook for capital appreciation. Although it primarily invests in securities issued by large-capitalization companies, the fund may invest in securities issued by companies of any size.Specialization | Large Value, Large Value |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Ivy Funds |
| Mutual Fund Family | Ivy Funds |
| Mutual Fund Category | Large Value |
| Benchmark | NYSE Composite |
| Phone | 800 777 6472 |
| Currency | USD - US Dollar |
You should never invest in Ivy Value Fund without having analyzed available financial metrics that contribute to the net asset value (NAV) of the fund. Do not rely on someone else's analysis or guesses about the future performance of Ivy Mutual Fund, because this is throwing your money away. Analyzing the key information contained in Ivy Value's prospectus and an annual reports, can give you an edge over other investors and help to ensure that your investments perform well for you.
Ivy Value Key Financial Ratios
Generally speaking, Ivy Value's financial ratios allow both analysts and investors to convert raw data from Ivy Value's financial statements into concise, actionable information that can be used to evaluate the performance of Ivy Value over time and compare it to other companies across industries. There are many critical financial ratios that investors are exposed to on a daily basis, but they are usually grouped into few meaningful categories from each financial statement that Ivy Value Fund reports annually and quarterly.Ivy Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Ivy Value's current stock value. Our valuation model uses many indicators to compare Ivy Value value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Ivy Value competition to find correlations between indicators driving Ivy Value's intrinsic value. More Info.Ivy Value Fund is rated third overall fund in price to earning among similar funds. It is rated third overall fund in price to book among similar funds fabricating about 0.48 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Ivy Value Fund is roughly 2.07 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Ivy Value by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Ivy Value's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. 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 Value's earnings, one of the primary drivers of an investment's value.Ivy Value Fund Systematic Risk
Ivy Value's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Ivy Value volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was thirty-six with a total number of output elements of twenty-five. The Beta measures systematic risk based on how returns on Ivy Value Fund correlated with the market. If Beta is less than 0 Ivy Value generally moves in the opposite direction as compared to the market. If Ivy Value Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Ivy Value Fund is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Ivy Value is generally in the same direction as the market. If Beta > 1 Ivy Value moves generally in the same direction as, but more than the movement of the benchmark.
Ivy Value May 15, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Ivy Value help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Ivy Value Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Ivy Value Fund based on widely used predictive technical indicators. In general, we focus on analyzing Ivy Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Ivy Value's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.6152 | |||
| Information Ratio | (0.05) | |||
| Maximum Drawdown | 2.95 | |||
| Value At Risk | (1.08) | |||
| Potential Upside | 0.6377 |
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Ivy Value Fund. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in bureau of economic analysis. You can also try the Price Transformation module to use Price Transformation models to analyze the depth of different equity instruments across global markets.