Ivy Emerging Markets Fund Manager Performance Evaluation
| IPOYX Fund | USD 19.00 0.01 0.05% |
The fund retains a Market Volatility (i.e., Beta) of 0.23, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Ivy Emerging's returns are expected to increase less than the market. However, during the bear market, the loss of holding Ivy Emerging is expected to be smaller as well.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Ivy Emerging Markets has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Ivy Emerging is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 1.0500 |
Ivy |
Ivy Emerging Relative Risk vs. Return Landscape
If you would invest 1,993 in Ivy Emerging Markets on September 23, 2024 and sell it today you would lose (93.00) from holding Ivy Emerging Markets or give up 4.67% of portfolio value over 90 days. Ivy Emerging Markets is currently producing negative expected returns and takes up 0.9294% volatility of returns over 90 trading days. Put another way, 8% 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 Emerging Current Valuation
Fairly Valued
Today
Please note that Ivy Emerging's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Ivy Emerging Markets retains a regular Real Value of $19.27 per share. The prevalent price of the fund is $19.0. We determine the value of Ivy Emerging Markets 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 Emerging is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Ivy Mutual Fund. However, Ivy Emerging'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 19.0 | Real 19.27 | Hype 19.0 | Naive 18.43 |
The intrinsic value of Ivy Emerging'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 Emerging'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 Emerging Markets 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 Emerging more accurately as focusing exclusively on Ivy Emerging's fundamentals will not take into account other important factors: Ivy Emerging Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Ivy Emerging's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Ivy Emerging Markets, and traders can use it to determine the average amount a Ivy Emerging'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 = -0.0745
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | IPOYX |
Estimated Market Risk
| 0.93 actual daily | 8 92% of assets are more volatile |
Expected Return
| -0.07 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.07 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Ivy Emerging 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 Emerging by adding Ivy Emerging to a well-diversified portfolio.
Ivy Emerging Fundamentals Growth
Ivy Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Ivy Emerging, and Ivy Emerging 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 | 1.60 X | ||||
| Price To Book | 1.73 X | ||||
| Price To Sales | 1.42 X | ||||
| Total Asset | 1.16 B | ||||
About Ivy Emerging Performance
Evaluating Ivy Emerging's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Ivy Emerging 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 Emerging 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 invests, under normal circumstances, at least 80 percent of its net assets in equity securities, primarily common stock, of companies from countries considered to be emerging market countries or that are economically linked to emerging market countries. It may invest up to 100 percent of its total assets in foreign securities and may invest in depositary receipts of foreign issuers. The fund also may invest up to 20 percent of its net assets in companies that are not located in, or economically linked to, emerging market countries.Things to note about Ivy Emerging Markets performance evaluation
Checking the ongoing alerts about Ivy Emerging for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Ivy Emerging Markets help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Ivy Emerging Markets generated a negative expected return over the last 90 days | |
| The fund generated three year return of -4.0% | |
| Ivy Emerging Markets retains 99.65% of its assets under management (AUM) in equities |
- Analyzing Ivy Emerging'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 Emerging's stock is overvalued or undervalued compared to its peers.
- Examining Ivy Emerging'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 Emerging's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Ivy Emerging's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Ivy Emerging's mutual fund. These opinions can provide insight into Ivy Emerging's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Ivy Mutual Fund
Ivy Emerging 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 Emerging security.
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
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