Ivy Mid Financials
| IYMIX Fund | USD 29.77 0.31 1.03% |
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 Mid Fund Summary
Ivy Mid competes with Ivy High, Ivy Science, Ivy Small, Janus Triton, and Victory Sycamore. The fund seeks to achieve its objective by investing primarily in common stocks of mid-capitalization companies that the manager believes are high quality andor offer above-average growth potential. Under normal circumstances, it invests at least 80 percent of its net assets in the securities of mid-capitalization companies, which, for purposes of this fund typically are companies with market capitalizations similar to those of issuers included in the Russell Midcap Growth Index over the last 13 months at the time of acquisition.Specialization | Mid-Cap Growth, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US4660016092 |
| Business Address | Ivy Funds |
| Mutual Fund Family | Ivy Funds |
| Mutual Fund Category | Mid-Cap Growth |
| 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 Mid's current stock value. Our valuation model uses many indicators to compare Ivy Mid value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Ivy Mid competition to find correlations between indicators driving Ivy Mid's intrinsic value. More Info.Ivy Mid Cap is currently considered the top fund in price to earning among similar funds. It also is currently considered the top fund in price to book among similar funds fabricating about 0.15 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Ivy Mid Cap is roughly 6.48 . 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 Mid's earnings, one of the primary drivers of an investment's value.Ivy Mid Cap Systematic Risk
Ivy Mid's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Ivy Mid 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 function did not generate any output. Please change time horizon or modify your input parameters. The output start index for this execution was one with a total number of output elements of sixty. The Beta measures systematic risk based on how returns on Ivy Mid Cap correlated with the market. If Beta is less than 0 Ivy Mid generally moves in the opposite direction as compared to the market. If Ivy Mid Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Ivy Mid Cap is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Ivy Mid is generally in the same direction as the market. If Beta > 1 Ivy Mid moves generally in the same direction as, but more than the movement of the benchmark.
Ivy Mid December 30, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Ivy Mid help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Ivy Mid Cap. We use our internally-developed statistical techniques to arrive at the intrinsic value of Ivy Mid Cap 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 Mid's daily price indicators and compare them against related drivers.
| Information Ratio | (0.10) | |||
| Maximum Drawdown | 8.5 | |||
| Value At Risk | (2.34) | |||
| Potential Upside | 1.65 |
Other Information on Investing in Ivy Mutual Fund
Ivy Mid 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 Mid security.
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