Ivy E Equity Fund Manager Performance Evaluation
| ICEQX Fund | USD 22.30 2.22 9.05% |
The fund retains a Market Volatility (i.e., Beta) of 0.89, which attests to possible diversification benefits within a given portfolio. Ivy E returns are very sensitive to returns on the market. As the market goes up or down, Ivy E is expected to follow.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Ivy E Equity has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Ivy E is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.6700 |
Ivy |
Ivy E Relative Risk vs. Return Landscape
If you would invest 2,283 in Ivy E Equity on September 16, 2024 and sell it today you would lose (53.00) from holding Ivy E Equity or give up 2.32% of portfolio value over 90 days. Ivy E Equity is currently producing negative expected returns and takes up 1.3332% volatility of returns over 90 trading days. Put another way, 11% 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 E Current Valuation
Fairly Valued
Today
Please note that Ivy E's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Ivy E Equity retains a regular Real Value of $22.62 per share. The prevalent price of the fund is $22.3. We determine the value of Ivy E 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 E is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Ivy Mutual Fund. However, Ivy E'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 22.3 | Real 22.62 | Hype 22.3 | Naive 22.12 |
The intrinsic value of Ivy E'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 E'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 E 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 E more accurately as focusing exclusively on Ivy E's fundamentals will not take into account other important factors: Ivy E Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Ivy E's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Ivy E Equity, and traders can use it to determine the average amount a Ivy E'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 = -0.0202
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| Negative Returns | ICEQX |
Estimated Market Risk
| 1.33 actual daily | 11 89% of assets are more volatile |
Expected Return
| -0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.02 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Ivy E 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 E by adding Ivy E to a well-diversified portfolio.
Ivy E Fundamentals Growth
Ivy Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Ivy E, and Ivy E 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 | 21.79 X | ||||
| Price To Book | 2.87 X | ||||
| Price To Sales | 2.62 X | ||||
| Total Asset | 3.7 B | ||||
About Ivy E Performance
Evaluating Ivy E's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Ivy E 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 E 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 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.Things to note about Ivy E Equity performance evaluation
Checking the ongoing alerts about Ivy E for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Ivy E Equity help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Ivy E Equity generated a negative expected return over the last 90 days | |
| The fund retains 95.83% of its assets under management (AUM) in equities |
- Analyzing Ivy E'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 E's stock is overvalued or undervalued compared to its peers.
- Examining Ivy E'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 E's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Ivy E's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Ivy E's mutual fund. These opinions can provide insight into Ivy E's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Ivy Mutual Fund
Ivy E 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 E security.
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon | |
| Competition Analyzer Analyze and compare many basic indicators for a group of related or unrelated entities |