Ivy Global Equity Manager Performance
| IBIIXDelisted Fund | USD 9.26 0.00 0.00% |
The fund retains a Market Volatility (i.e., Beta) of -0.0358, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Ivy Global are expected to decrease at a much lower rate. During the bear market, Ivy Global is likely to outperform the market.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Ivy Global Equity has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward indicators, Ivy Global is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.9200 |
Ivy |
Ivy Global Relative Risk vs. Return Landscape
If you would invest 926.00 in Ivy Global Equity on September 23, 2024 and sell it today you would earn a total of 0.00 from holding Ivy Global Equity or generate 0.0% return on investment over 90 days. Ivy Global Equity is currently producing negative expected returns and takes up 0.0% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Ivy, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Ivy Global Current Valuation
Overvalued
Today
Please note that Ivy Global's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Ivy Global Equity retains a regular Real Value of $8.57 per share. The prevalent price of the fund is $9.26. We determine the value of Ivy Global Equity from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will come together.
Since Ivy Global is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Ivy Mutual Fund. However, Ivy Global's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 9.26 | Real 8.57 | Hype 9.26 |
The intrinsic value of Ivy Global's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Ivy Global's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Ivy Global Equity helps investors to forecast how Ivy mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Ivy Global more accurately as focusing exclusively on Ivy Global's fundamentals will not take into account other important factors: Ivy Global Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Ivy Global's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Ivy Global Equity, and traders can use it to determine the average amount a Ivy Global's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0
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Based on monthly moving average Ivy Global is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Ivy Global by adding Ivy Global to a well-diversified portfolio.
Ivy Global Fundamentals Growth
Ivy Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Ivy Global, and Ivy Global fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Ivy Mutual Fund performance.
| Price To Earning | 16.70 X | |||
| Price To Book | 1.82 X | |||
| Price To Sales | 1.43 X | |||
| Total Asset | 591.46 M | |||
About Ivy Global Performance
Evaluating Ivy Global's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Ivy Global has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Ivy Global has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The investment seeks to provide total return through a combination of current income and capital appreciation. Ivy Global is traded on NASDAQ Exchange in the United States.Things to note about Ivy Global Equity performance evaluation
Checking the ongoing alerts about Ivy Global for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Ivy Global Equity help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Ivy Global Equity is not yet fully synchronised with the market data | |
| Ivy Global Equity has a very high chance of going through financial distress in the upcoming years | |
| The fund retains 97.01% of its assets under management (AUM) in equities |
- Analyzing Ivy Global's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Ivy Global's stock is overvalued or undervalued compared to its peers.
- Examining Ivy Global's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Ivy Global's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Ivy Global's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Ivy Global's mutual fund. These opinions can provide insight into Ivy Global's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Risk vs Return Analysis to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Bollinger Bands module to use Bollinger Bands indicator to analyze target price for a given investing horizon.
Other Consideration for investing in Ivy Mutual Fund
If you are still planning to invest in Ivy Global Equity check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Ivy Global's history and understand the potential risks before investing.
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