Ivy Cundill Financials
| ICVIX Fund | USD 15.44 0.17 1.11% |
Ivy |
Please note that past performance is not an indicator of the future performance of Ivy Cundill, 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 Cundill Fund Summary
Ivy Cundill competes with Dunham Porategovernment, Ridgeworth Seix, Virtus Seix, Sit Government, and Voya Government. The fund invests at least 80 percent of its net assets in equity securities of issuers that are organized, have a majority of their assets, or generate the majority of their operating income outside the U.S. Ivy Pzena is traded on NASDAQ Exchange in the United States.| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US4658981125 |
| Business Address | Ivy Funds |
| Mutual Fund Family | Ivy Funds |
| Mutual Fund Category | Foreign Large Value |
| Benchmark | NYSE Composite |
| Phone | 888 923 3355 |
| Currency | USD - US Dollar |
You should never invest in Ivy Cundill Global 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 Cundill's 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 Cundill Key Financial Ratios
Generally speaking, Ivy Cundill's financial ratios allow both analysts and investors to convert raw data from Ivy Cundill's financial statements into concise, actionable information that can be used to evaluate the performance of Ivy Cundill 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 Cundill Global reports annually and quarterly.Ivy Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Ivy Cundill's current stock value. Our valuation model uses many indicators to compare Ivy Cundill value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Ivy Cundill competition to find correlations between indicators driving Ivy Cundill's intrinsic value. More Info.Ivy Cundill Global 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 0.70 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Ivy Cundill Global is roughly 1.42 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Ivy Cundill by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Ivy Cundill's 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 Cundill's earnings, one of the primary drivers of an investment's value.Ivy Cundill Global Systematic Risk
Ivy Cundill's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Ivy Cundill 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 twenty-four with a total number of output elements of thirty-seven. The Beta measures systematic risk based on how returns on Ivy Cundill Global correlated with the market. If Beta is less than 0 Ivy Cundill generally moves in the opposite direction as compared to the market. If Ivy Cundill Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Ivy Cundill Global is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Ivy Cundill is generally in the same direction as the market. If Beta > 1 Ivy Cundill moves generally in the same direction as, but more than the movement of the benchmark.
Ivy Cundill May 8, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Ivy Cundill help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Ivy Cundill Global. We use our internally-developed statistical techniques to arrive at the intrinsic value of Ivy Cundill Global 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 Cundill's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.9547 | |||
| Information Ratio | (0.02) | |||
| Maximum Drawdown | 7.14 | |||
| Value At Risk | (1.49) | |||
| Potential Upside | 1.32 |
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Ivy Cundill Global. 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 gross domestic product. You can also try the Odds Of Bankruptcy module to get analysis of equity chance of financial distress in the next 2 years.