Ivy E Equity Fund Buy Hold or Sell Recommendation

ICIEX Fund  USD 21.04  0.14  0.67%   
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Ivy E Equity is 'Strong Buy'. Macroaxis provides Ivy E buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding Ivy E positions. The advice algorithm takes into account all of Ivy E's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Ivy E's buy or sell advice are summarized below:
Real Value
21.7
Hype Value
20.9
Market Value
21.04
Naive Value
20.98
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Ivy E Equity given historical horizon and risk tolerance towards Ivy E. When Macroaxis issues a 'buy' or 'sell' recommendation for Ivy E Equity, the advice is generated through an automated system that utilizes algorithms and statistical models.
  
Check out Ivy E Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
In addition, we conduct extensive research on individual funds such as Ivy and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards Ivy E Equity. 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 income.

Execute Ivy E Buy or Sell Advice

The Ivy recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Ivy E Equity. Macroaxis does not own or have any residual interests in Ivy E Equity or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Ivy E's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Ivy EBuy Ivy E
Strong Buy

Market Performance

SolidDetails

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

UndervaluedDetails

Odds Of Distress

Below AverageDetails

Economic Sensitivity

Almost mirrors the marketDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Ivy E Equity has a Risk Adjusted Performance of 0.1572, Jensen Alpha of 0.0564, Total Risk Alpha of 0.0284, Sortino Ratio of 0.0863 and Treynor Ratio of 0.1798
Our trade recommendations module complements current analysts and expert consensus on Ivy E Equity. It analyzes the fund potential to grow using all fundamental, technical, and market related data available at the time. Use Ivy E price to earning, annual yield, as well as the relationship between the Annual Yield and ten year return to ensure your buy or sell decision on Ivy E Equity is adequate.

Ivy E Trading Alerts and Improvement Suggestions

The fund retains 99.77% of its assets under management (AUM) in equities

Ivy E Returns Distribution Density

The distribution of Ivy E's historical returns is an attempt to chart the uncertainty of Ivy E's future price movements. The chart of the probability distribution of Ivy E daily returns describes the distribution of returns around its average expected value. We use Ivy E Equity price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Ivy E returns is essential to provide solid investment advice for Ivy E.
Mean Return
0.19
Value At Risk
-1.03
Potential Upside
1.18
Standard Deviation
0.69
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Ivy E historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Ivy E Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Ivy E or Ivy Funds sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Ivy E's price will be affected by overall mutual fund market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Ivy fund's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over NYSE Composite
0.06
β
Beta against NYSE Composite1.02
σ
Overall volatility
0.71
Ir
Information ratio 0.08

Ivy E Volatility Alert

Ivy E Equity exhibits relatively low volatility with skewness of -0.2 and kurtosis of 0.86. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Ivy E's mutual fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Ivy E's mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.

Ivy E Fundamentals Vs Peers

Comparing Ivy E's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Ivy E's direct or indirect competition across all of the common fundamentals between Ivy E and the related equities. This way, we can detect undervalued stocks with similar characteristics as Ivy E or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Ivy E's fundamental indicators could also be used in its relative valuation, which is a method of valuing Ivy E by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Ivy E to competition
FundamentalsIvy EPeer Average
Price To Earning21.24 X6.53 X
Price To Book2.48 X0.74 X
Price To Sales2.37 X0.61 X
Annual Yield0 %0.29 %
Year To Date Return12.48 %0.39 %
One Year Return35.97 %4.15 %
Three Year Return12.13 %3.60 %
Five Year Return16.61 %3.24 %
Ten Year Return12.28 %1.79 %
Net Asset4.74 B4.11 B
Last Dividend Paid0.070.65
Cash Position Weight0.23 %10.61 %
Equity Positions Weight99.77 %63.90 %

Ivy E Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Ivy . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.

About Ivy E Buy or Sell Advice

When is the right time to buy or sell Ivy E Equity? Buying financial instruments such as Ivy Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

Use Investing Ideas to Build Portfolios

In addition to having Ivy E in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Currency Funds Thematic Idea Now

Currency Funds
Currency Funds Theme
Funds or Etfs investing in a single currency or combination of currencies from different countries in order to replicate respective foreign exchange markets. The Currency Funds theme has 46 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Currency Funds Theme or any other thematic opportunities.
View All  Next Launch
Check out Ivy E Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
Note that the Ivy E Equity information on this page should be used as a complementary analysis to other Ivy E'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 Crypto Correlations module to use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins.

Complementary Tools for Ivy Mutual Fund analysis

When running Ivy E's price analysis, check to measure Ivy E's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Ivy E is operating at the current time. Most of Ivy E's value examination focuses on studying past and present price action to predict the probability of Ivy E's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Ivy E's price. Additionally, you may evaluate how the addition of Ivy E to your portfolios can decrease your overall portfolio volatility.
Stock Tickers
Use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites
Equity Valuation
Check real value of public entities based on technical and fundamental data
Efficient Frontier
Plot and analyze your portfolio and positions against risk-return landscape of the market.
Portfolio Analyzer
Portfolio analysis module that provides access to portfolio diagnostics and optimization engine
Sync Your Broker
Sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors.
Theme Ratings
Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance
Analyst Advice
Analyst recommendations and target price estimates broken down by several categories
Idea Optimizer
Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio
Portfolio Center
All portfolio management and optimization tools to improve performance of your portfolios
Share Portfolio
Track or share privately all of your investments from the convenience of any device
Equity Forecasting
Use basic forecasting models to generate price predictions and determine price momentum
Sign In To Macroaxis
Sign in to explore Macroaxis' wealth optimization platform and fintech modules
AI Portfolio Architect
Use AI to generate optimal portfolios and find profitable investment opportunities
Please note, there is a significant difference between Ivy E's value and its price as these two are different measures arrived at by different means. Investors typically determine if Ivy E is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Ivy E's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.