Ivy Natural Annual Yield vs. Ten Year Return
| INRSX Fund | USD 15.45 0.17 1.11% |
For Ivy Natural profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Ivy Natural to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Ivy Natural Resources utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Ivy Natural's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Ivy Natural Resources over time as well as its relative position and ranking within its peers.
Ivy |
Ivy Natural Resources Ten Year Return vs. Annual Yield Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Ivy Natural's current stock value. Our valuation model uses many indicators to compare Ivy Natural value to that of its competitors to determine the firm's financial worth. Ivy Natural Resources is currently considered the top fund in annual yield among similar funds. It also is currently considered the top fund in ten year return among similar funds . 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 Natural's earnings, one of the primary drivers of an investment's value.Ivy Ten Year Return vs. Annual Yield
Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.
Ivy Natural |
| = | 0.02 % |
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
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 Natural |
| = | (4.26) % |
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 Natural is currently under evaluation in ten year return among similar funds.
Ivy Natural Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Ivy Natural, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Ivy Natural will eventually generate negative long term returns. The profitability progress is the general direction of Ivy Natural's change in net profit over the period of time. It can combine multiple indicators of Ivy Natural, 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 seeks to achieve its objective by investing, under normal circumstances, at least 80 percent of its net assets in equity securities of companies with operations throughout the world that own, explore or develop natural resources and other basic commodities or supply goods and services to such companies. Under normal circumstances, the manager anticipates that a significant portion of the funds portfolio will consist of issuers in the energy and materials sectors.
Ivy Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Ivy Natural. 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 Natural 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 Natural's important profitability drivers and their relationship over time.
Use Ivy Natural 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 Natural 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 Natural will appreciate offsetting losses from the drop in the long position's value.Ivy Natural Pair Trading
Ivy Natural Resources Pair Trading Analysis
The ability to find closely correlated positions to Ivy Natural 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 Natural 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 Natural - 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 Natural Resources to buy it.
The correlation of Ivy Natural 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 Natural moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Ivy Natural Resources 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 Natural 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 Natural position
In addition to having Ivy Natural 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 Compulsion Thematic Idea Now
Compulsion
Companies involved in research, development, and manufacturing of products with compulsion characteristics such as cigarettes, addictive drugs and alcohol. The Compulsion theme has 40 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 Compulsion Theme or any other thematic opportunities.
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Other Information on Investing in Ivy Mutual Fund
To fully project Ivy Natural's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Ivy Natural Resources 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 Natural's income statement, its balance sheet, and the statement of cash flows.
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