Ivy Science Financials
| ISTNX Fund | USD 81.58 0.89 1.10% |
Ivy |
Please note that you must use caution to infer results of funds 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 Science Fund Summary
Ivy Science competes with Vanguard Information, Technology Portfolio, Fidelity Select, Software And, and Columbia Seligman. The fund invests primarily in the equity securities of science and technology companies around the globe. Under normal circumstances, it invests at least 80 percent of its net assets in securities of science or technology companies. The fund also may invest in companies that utilize science andor technology as an agent of change to significantly enhance their business opportunities. It may invest in securities issued by companies of any size, and may invest without limitation in foreign securities, including securities of issuers within emerging markets. The fund is non-diversified.Specialization | Technology, Large Growth |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US46600A7404 |
| Business Address | Ivy Funds |
| Mutual Fund Family | Ivy Funds |
| Mutual Fund Category | Technology |
| Benchmark | Dow Jones Industrial |
| Phone | 800 777 6472 |
| Currency | USD - US Dollar |
Ivy Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Ivy Science's current stock value. Our valuation model uses many indicators to compare Ivy Science value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Ivy Science competition to find correlations between indicators driving Ivy Science's intrinsic value. More Info.Ivy Science And is rated third overall fund in price to earning among similar funds. It is rated below average in price to book among similar funds fabricating about 0.10 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Ivy Science And is roughly 10.07 . 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 Science's earnings, one of the primary drivers of an investment's value.Ivy Science And Systematic Risk
Ivy Science's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Ivy Science 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 Science And correlated with the market. If Beta is less than 0 Ivy Science generally moves in the opposite direction as compared to the market. If Ivy Science Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Ivy Science And is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Ivy Science is generally in the same direction as the market. If Beta > 1 Ivy Science moves generally in the same direction as, but more than the movement of the benchmark.
Ivy Science Thematic Clasifications
Ivy Science And is part of Tech Funds investing theme. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Funds investing in technology. Funds or Etfs that invest in companies involved in research, development, testing, or distribution of technologically based goods and services
This theme covers Funds investing in technology. Funds or Etfs that invest in companies involved in research, development, testing, or distribution of technologically based goods and services. Get More Thematic Ideas
Ivy Science And is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of Technology category is currently estimated at about 83.97 Billion. Ivy Science holds roughly 8.2 Billion in net asset claiming about 10% of funds listed under Technology category.| Tech Funds | View |
Ivy Science December 2, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Ivy Science help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Ivy Science And. We use our internally-developed statistical techniques to arrive at the intrinsic value of Ivy Science And 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 Science's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.53 | |||
| Information Ratio | (0.01) | |||
| Maximum Drawdown | 6.38 | |||
| Value At Risk | (2.44) | |||
| Potential Upside | 1.8 |
Other Information on Investing in Ivy Mutual Fund
Ivy Science 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 Science security.
| Portfolio Anywhere Track or share privately all of your investments from the convenience of any device | |
| Global Correlations Find global opportunities by holding instruments from different markets | |
| Portfolio Center All portfolio management and optimization tools to improve performance of your portfolios | |
| Stocks Directory Find actively traded stocks across global markets |