Ivy Advantus Financials
| IRSYX Fund | USD 14.73 0.05 0.34% |
Ivy |
Please note that past performance is not an indicator of the future performance of Ivy Advantus, 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 Advantus Fund Summary
Ivy Advantus competes with Franklin Natural, Templeton Developing, Barloworld, Morningstar Unconstrained, and High Yield. The fund to achieve its objective by investing, under normal circumstances, at least 80 percent of its net assets, plus any borrowings for investment purposes, in the securities of companies in the real estate or real estate-related industries. Real estate securities include securities offered by issuers that receive at least 50 percent of their gross revenue from the construction, ownership, leasing, management, financing or sale of residential, commercial or industrial real estate.Specialization | Real Estate, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US4658984434 |
| Business Address | Ivy Funds |
| Mutual Fund Family | Ivy Funds |
| Mutual Fund Category | Real Estate |
| Benchmark | NYSE Composite |
| Phone | 800 777 6472 |
| Currency | USD - US Dollar |
You should never invest in Ivy Advantus Real 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 Advantus' 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 Advantus Key Financial Ratios
Generally speaking, Ivy Advantus' financial ratios allow both analysts and investors to convert raw data from Ivy Advantus' financial statements into concise, actionable information that can be used to evaluate the performance of Ivy Advantus 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 Advantus Real reports annually and quarterly.Ivy Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Ivy Advantus's current stock value. Our valuation model uses many indicators to compare Ivy Advantus value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Ivy Advantus competition to find correlations between indicators driving Ivy Advantus's intrinsic value. More Info.Ivy Advantus Real is currently considered the top fund in price to earning among similar funds. It is currently considered the top fund in price to book among similar funds fabricating about 0.91 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Ivy Advantus Real is roughly 1.10 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Ivy Advantus by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Ivy Advantus' 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 Advantus' earnings, one of the primary drivers of an investment's value.Ivy Advantus Real Systematic Risk
Ivy Advantus' systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Ivy Advantus 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 Advantus Real correlated with the market. If Beta is less than 0 Ivy Advantus generally moves in the opposite direction as compared to the market. If Ivy Advantus Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Ivy Advantus Real is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Ivy Advantus is generally in the same direction as the market. If Beta > 1 Ivy Advantus moves generally in the same direction as, but more than the movement of the benchmark.
Ivy Advantus May 2, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Ivy Advantus help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Ivy Advantus Real. We use our internally-developed statistical techniques to arrive at the intrinsic value of Ivy Advantus Real 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 Advantus's daily price indicators and compare them against related drivers.
| Information Ratio | (0.12) | |||
| Maximum Drawdown | 6.01 | |||
| Value At Risk | (1.93) | |||
| Potential Upside | 1.94 |
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Ivy Advantus Real. 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 manufacturing. You can also try the AI Portfolio Architect module to use AI to generate optimal portfolios and find profitable investment opportunities.