Ivy Mid Financial Statements From 2010 to 2025
| IVOSX Fund | USD 20.04 0.04 0.20% |
Check Ivy Mid financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Ivy Mid's main balance sheet or income statement drivers, such as , as well as many indicators such as . Ivy financial statements analysis is a perfect complement when working with Ivy Mid Valuation or Volatility modules.
Ivy |
Ivy Mid Cap Mutual Fund One Year Return Analysis
Ivy Mid's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Ivy Mid One Year Return | 12.47 % |
Most of Ivy Mid's fundamental indicators, such as One Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Ivy Mid Cap is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
| Competition |
Based on the recorded statements, Ivy Mid Cap has an One Year Return of 12.4675%. This is much higher than that of the Ivy Funds family and significantly higher than that of the Mid-Cap Value category. The one year return for all United States funds is notably lower than that of the firm.
Ivy Mid Cap Fundamental Drivers 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 annual yield among similar funds. It also is currently considered the top fund in year to date return among similar funds creating about 441.06 of Year To Date Return per Annual Yield. 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.About Ivy Mid Financial Statements
Ivy Mid investors use historical fundamental indicators, such as Ivy Mid's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Ivy Mid. Please read more on our technical analysis and fundamental analysis pages.
The fund seeks to achieve its objective by investing primarily in a diversified portfolio of income-producing common stocks of mid-capitalization companies that the manager believes demonstrate favorable prospects for total return. 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 Index over the last 13 months at the time of acquisition.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.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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