Ivy Large Cap Fund Manager Performance Evaluation
| ILGRX Fund | USD 41.70 0.18 0.43% |
The fund retains a Market Volatility (i.e., Beta) of 0.74, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Ivy Large's returns are expected to increase less than the market. However, during the bear market, the loss of holding Ivy Large is expected to be smaller as well.
Risk-Adjusted Performance
12 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Ivy Large Cap are ranked lower than 12 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Ivy Large may actually be approaching a critical reversion point that can send shares even higher in January 2025.
...more| Expense Ratio | 0.5600 |
Ivy |
Ivy Large Relative Risk vs. Return Landscape
If you would invest 3,850 in Ivy Large Cap on September 2, 2024 and sell it today you would earn a total of 320.00 from holding Ivy Large Cap or generate 8.31% return on investment over 90 days. Ivy Large Cap is currently producing 0.1279% returns and takes up 0.7919% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Ivy, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Ivy Large Current Valuation
Fairly Valued
Today
Please note that Ivy Large's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Ivy Large Cap retains a regular Real Value of $41.23 per share. The prevalent price of the fund is $41.7. We determine the value of Ivy Large Cap 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 Large is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Ivy Mutual Fund. However, Ivy Large'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 41.7 | Real 41.23 | Hype 41.7 | Naive 41.69 |
The intrinsic value of Ivy Large'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 Large'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 Large Cap 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 Large more accurately as focusing exclusively on Ivy Large's fundamentals will not take into account other important factors: Ivy Large Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Ivy Large's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Ivy Large Cap, and traders can use it to determine the average amount a Ivy Large'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 = 0.1615
| Best Portfolio | Best Equity | |||
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| Cash | ILGRX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.79 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.13 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.16 actual daily | 12 88% of assets perform better |
Based on monthly moving average Ivy Large is performing at about 12% of its full potential. 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 Large by adding it to a well-diversified portfolio.
Ivy Large Fundamentals Growth
Ivy Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Ivy Large, and Ivy Large 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 | 24.89 X | ||||
| Price To Book | 4.20 X | ||||
| Price To Sales | 3.93 X | ||||
| Total Asset | 4.1 B | ||||
About Ivy Large Performance
Evaluating Ivy Large's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Ivy Large 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 Large 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 primarily in a portfolio of common stocks issued by large-capitalization, growth-oriented companies that the manager believes have a competitively advantaged business model, thereby eluding competition, and have the ability to sustain growth over the long term beyond investors expectations. Under normal circumstances, the fund invests at least 80 percent of its net assets in large-capitalization companies, which typically are companies with market capitalizations of at least 10 billion at the time of acquisition. It is non-diversified.Things to note about Ivy Large Cap performance evaluation
Checking the ongoing alerts about Ivy Large for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Ivy Large Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains 98.95% of its assets under management (AUM) in equities |
- Analyzing Ivy Large'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 Large's stock is overvalued or undervalued compared to its peers.
- Examining Ivy Large'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 Large's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Ivy Large's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Ivy Large's mutual fund. These opinions can provide insight into Ivy Large's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Ivy Mutual Fund
Ivy Large 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 Large security.
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