Ivy Advantus Real Fund Manager Performance Evaluation
| IRSRX Fund | USD 14.69 0.22 1.52% |
The fund retains a Market Volatility (i.e., Beta) of 0.51, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Ivy Advantus' returns are expected to increase less than the market. However, during the bear market, the loss of holding Ivy Advantus is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Ivy Advantus Real has generated negative risk-adjusted returns adding no value to fund investors. In spite of unfluctuating performance in the last few months, the Fund's basic indicators remain fairly strong which may send shares a bit higher in January 2025. The current disturbance may also be a sign of long term up-swing for the fund investors.
...more| Expense Ratio | 1.4500 |
Ivy |
Ivy Advantus Relative Risk vs. Return Landscape
If you would invest 1,765 in Ivy Advantus Real on September 24, 2024 and sell it today you would lose (296.00) from holding Ivy Advantus Real or give up 16.77% of portfolio value over 90 days. Ivy Advantus Real is currently producing negative expected returns and takes up 1.7098% volatility of returns over 90 trading days. Put another way, 15% 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 Advantus Current Valuation
Undervalued
Today
Please note that Ivy Advantus' price fluctuation is not too volatile at this time. At this time, the entity appears to be undervalued. Ivy Advantus Real retains a regular Real Value of $15.09 per share. The prevalent price of the fund is $14.69. We determine the value of Ivy Advantus Real 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 Advantus is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Ivy Mutual Fund. However, Ivy Advantus' 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 14.69 | Real 15.09 | Hype 14.69 |
The intrinsic value of Ivy Advantus' 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 Advantus' 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 Advantus Real 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 Advantus more accurately as focusing exclusively on Ivy Advantus' fundamentals will not take into account other important factors: Ivy Advantus Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Ivy Advantus' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Ivy Advantus Real, and traders can use it to determine the average amount a Ivy Advantus' 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 = -0.1586
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| Negative Returns | IRSRX |
Estimated Market Risk
| 1.71 actual daily | 15 85% of assets are more volatile |
Expected Return
| -0.27 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.16 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Ivy Advantus 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 Advantus by adding Ivy Advantus to a well-diversified portfolio.
Ivy Advantus Fundamentals Growth
Ivy Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Ivy Advantus, and Ivy Advantus 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 | 3.09 X | ||||
| Price To Book | 2.84 X | ||||
| Price To Sales | 8.12 X | ||||
| Total Asset | 288.1 M | ||||
About Ivy Advantus Performance
Evaluating Ivy Advantus' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Ivy Advantus 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 Advantus 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 to achieve its objective by investing, under normal circumstances, at least 80 percent of its net assets, plus any borrowings for investment purposes, in the securities of companies in the real estate or real estate-related industries. Real estate securities include securities offered by issuers that receive at least 50 percent of their gross revenue from the construction, ownership, leasing, management, financing or sale of residential, commercial or industrial real estate.Things to note about Ivy Advantus Real performance evaluation
Checking the ongoing alerts about Ivy Advantus for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Ivy Advantus Real help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Ivy Advantus Real generated a negative expected return over the last 90 days | |
| The fund generated three year return of -2.0% | |
| Ivy Advantus Real retains 99.0% of its assets under management (AUM) in equities |
- Analyzing Ivy Advantus' 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 Advantus' stock is overvalued or undervalued compared to its peers.
- Examining Ivy Advantus' 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 Advantus' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Ivy Advantus' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Ivy Advantus' mutual fund. These opinions can provide insight into Ivy Advantus' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Ivy Mutual Fund
Ivy Advantus 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 Advantus security.
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets | |
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. |