Ivy Value Fund Manager Performance
| IVALXDelisted Fund | USD 17.90 0.00 0.00% |
The fund retains a Market Volatility (i.e., Beta) of 0.0583, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Ivy Value's returns are expected to increase less than the market. However, during the bear market, the loss of holding Ivy Value is expected to be smaller as well.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Ivy Value Fund has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong essential indicators, Ivy Value is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.7200 |
Ivy |
Ivy Value Relative Risk vs. Return Landscape
If you would invest 1,790 in Ivy Value Fund on September 29, 2024 and sell it today you would earn a total of 0.00 from holding Ivy Value Fund or generate 0.0% return on investment over 90 days. Ivy Value Fund 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 Value Current Valuation
Overvalued
Today
Please note that Ivy Value's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Ivy Value Fund retains a regular Real Value of $16.47 per share. The prevalent price of the fund is $17.9. We determine the value of Ivy Value Fund 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 Value is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Ivy Mutual Fund. However, Ivy Value'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 17.9 | Real 16.47 | Hype 17.9 |
The intrinsic value of Ivy Value'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 Value'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 Value Fund 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 Value more accurately as focusing exclusively on Ivy Value's fundamentals will not take into account other important factors: Ivy Value Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Ivy Value's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Ivy Value Fund, and traders can use it to determine the average amount a Ivy Value'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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| IVALX |
Based on monthly moving average Ivy Value 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 Value by adding Ivy Value to a well-diversified portfolio.
Ivy Value Fundamentals Growth
Ivy Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Ivy Value, and Ivy Value 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 | 2.51 X | |||
| Total Asset | 1.5 B | |||
About Ivy Value Performance
Evaluating Ivy Value's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Ivy Value 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 Value 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 in the common stocks of primarily large-capitalization companies that the advisor believes are undervalued, trading at a significant discount relative to the intrinsic value of the company as estimated by the manager andor are out of favor in the financial markets but have a favorable outlook for capital appreciation. Ivy Value is traded on NASDAQ Exchange in the United States.Things to note about Ivy Value Fund performance evaluation
Checking the ongoing alerts about Ivy Value for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Ivy Value Fund help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Ivy Value Fund is not yet fully synchronised with the market data | |
| Ivy Value Fund has a very high chance of going through financial distress in the upcoming years | |
| The fund retains 97.22% of its assets under management (AUM) in equities |
- Analyzing Ivy Value'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 Value's stock is overvalued or undervalued compared to its peers.
- Examining Ivy Value'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 Value's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Ivy Value's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Ivy Value's mutual fund. These opinions can provide insight into Ivy Value'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 bureau of economic analysis. You can also try the Analyst Advice module to analyst recommendations and target price estimates broken down by several categories.
Other Consideration for investing in Ivy Mutual Fund
If you are still planning to invest in Ivy Value Fund 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 Value's history and understand the potential risks before investing.
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