Ivy Cundill Global Manager Performance
The fund retains a Market Volatility (i.e., Beta) of 0.0, which attests to not very significant fluctuations relative to the market. the returns on MARKET and Ivy Cundill are completely uncorrelated.
Risk-Adjusted Performance
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Over the last 90 days Ivy Cundill Global has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong fundamental drivers, Ivy Cundill is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Fifty Two Week Low | 14.57 | |
| Fifty Two Week High | 17.26 | |
| Annual Report Expense Ratio | 4.03% | |
| Trailing Annual Dividend Yield | 1.38% |
Ivy |
Ivy Cundill Relative Risk vs. Return Landscape
If you would invest (100.00) in Ivy Cundill Global on January 20, 2024 and sell it today you would earn a total of 100.00 from holding Ivy Cundill Global or generate -100.0% return on investment over 90 days. Ivy Cundill Global 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 Cundill Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Ivy Cundill's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Ivy Cundill Global, and traders can use it to determine the average amount a Ivy Cundill'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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Based on monthly moving average Ivy Cundill 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 Cundill by adding Ivy Cundill to a well-diversified portfolio.
Ivy Cundill Fundamentals Growth
Ivy Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Ivy Cundill, and Ivy Cundill 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 | 1.70 X | |||
| Price To Book | 1.18 X | |||
| Price To Sales | 0.84 X | |||
| Total Asset | 230.63 M | |||
Things to note about Ivy Cundill Global performance evaluation
Checking the ongoing alerts about Ivy Cundill for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Ivy Cundill Global help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Ivy Cundill Global is not yet fully synchronised with the market data | |
| Ivy Cundill Global has some characteristics of a very speculative penny stock | |
| Ivy Cundill Global has a very high chance of going through financial distress in the upcoming years | |
| Ivy Cundill Global generated five year return of -4.0% | |
| This fund retains about 5.79% of its assets under management (AUM) in cash |
- Analyzing Ivy Cundill'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 Cundill's stock is overvalued or undervalued compared to its peers.
- Examining Ivy Cundill'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 Cundill's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Ivy Cundill's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Ivy Cundill's mutual fund. These opinions can provide insight into Ivy Cundill'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 tightly coupled with the direction of predictive economic indicators such as signals in bureau of labor statistics. Note that the Ivy Cundill Global information on this page should be used as a complementary analysis to other Ivy Cundill's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Commodity Directory module to find actively traded commodities issued by global exchanges.
Other Consideration for investing in Ivy Mutual Fund
If you are still planning to invest in Ivy Cundill Global 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 Cundill's history and understand the potential risks before investing.
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