Ivy E Financial Statements From 2010 to 2024

WTRCX Fund  USD 12.33  0.08  0.65%   
Ivy E financial statements provide useful quarterly and yearly information to potential Ivy E Equity investors about the company's current and past financial position, as well as its overall management performance and changes in financial position over time. Historical trend examination of various income statement and balance sheet accounts found on Ivy E financial statements helps investors assess Ivy E's valuation, profitability, and current liquidity needs. Key fundamental drivers impacting Ivy E's valuation are summarized below:
Ivy E Equity does not presently have any fundamental trends for analysis.
Check Ivy E financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Ivy main balance sheet or income statement drivers, such as , as well as many exotic indicators such as . Ivy financial statements analysis is a perfect complement when working with Ivy E Valuation or Volatility modules.
  
This module can also supplement various Ivy E Technical models . Check out the analysis of Ivy E Correlation against competitors.

Ivy Ten Year Return Analysis

Ivy E's 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.

Ten Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

More About Ten Year Return | All Equity Analysis

Current Ivy E Ten Year Return

    
  11.06 %  
Most of Ivy E's fundamental indicators, such as Ten 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 E Equity is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
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.
Competition

Ivy E Ten Year Return Component Assessment

Based on the latest financial disclosure, Ivy E Equity has a Ten Year Return of 11.06%. This is much higher than that of the Ivy Funds family and significantly higher than that of the Large Blend category. The ten year return for all United States funds is notably lower than that of the firm.

Ivy E Equity Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Ivy E's current stock value. Our valuation model uses many indicators to compare Ivy E value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Ivy E competition to find correlations between indicators driving Ivy E's intrinsic value. More Info.
Ivy E Equity is presently regarded as number one fund in one year return among similar funds. It is presently regarded as number one fund in net asset among similar funds making up about  141,773,694  of Net Asset per One Year Return. . Comparative valuation analysis is a catch-all model that can be used if you cannot value Ivy E by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Ivy E'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 E's earnings, one of the primary drivers of an investment's value.

About Ivy E Financial Statements

There are typically three primary documents that fall into the category of financial statements. These documents include Ivy E income statement, its balance sheet, and the statement of cash flows. Ivy E investors use historical funamental indicators, such as Ivy E's revenue or net income, to determine how well the company is positioned to perform in the future. Although Ivy E investors may use each financial statement separately, they are all related. The changes in Ivy E's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Ivy E's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. We offer a historical overview of the basic patterns found on Ivy E Financial Statements. Understanding these patterns can help to make the right decision on long term investment in Ivy E. Please read more on our technical analysis and fundamental analysis pages.
The fund seeks to achieve its objective by investing, under normal circumstances, at least 80 percent of its net assets in equity securities, primarily in common stocks of large-capitalization companies. It seeks to invest in companies that the manager believes are high-quality, have sustainable competitive advantages accompanied by financial strength and earnings stability, and have leading positions in their industries. The fund invests in securities that have the potential for capital appreciation, or that the manager expects to resist market decline.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Ivy E in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Ivy E's short interest history, or implied volatility extrapolated from Ivy E options trading.

Also Currently Popular

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.
Check out the analysis of Ivy E Correlation against competitors.
Note that the Ivy E Equity information on this page should be used as a complementary analysis to other Ivy E's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Economic Indicators module to top statistical indicators that provide insights into how an economy is performing.

Complementary Tools for Ivy Mutual Fund analysis

When running Ivy E's price analysis, check to measure Ivy E's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Ivy E is operating at the current time. Most of Ivy E's value examination focuses on studying past and present price action to predict the probability of Ivy E's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Ivy E's price. Additionally, you may evaluate how the addition of Ivy E to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Ivy E's value and its price as these two are different measures arrived at by different means. Investors typically determine if Ivy E is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Ivy E's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.