Ivy E Equity Fund Manager Performance Evaluation
| WCEYX Fund | USD 19.04 0.11 0.57% |
The fund retains a Market Volatility (i.e., Beta) of 0.19, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Ivy E's returns are expected to increase less than the market. However, during the bear market, the loss of holding Ivy E is expected to be smaller as well.
Risk-Adjusted Performance
9 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Ivy E Equity are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Ivy E is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.9700 |
Ivy |
Ivy E Relative Risk vs. Return Landscape
If you would invest 1,793 in Ivy E Equity on January 19, 2024 and sell it today you would earn a total of 111.00 from holding Ivy E Equity or generate 6.19% return on investment over 90 days. Ivy E Equity is currently producing 0.0985% returns and takes up 0.7903% volatility of returns over 90 trading days. Put another way, 6% 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 E Current Valuation
Fairly Valued
Today
Please note that Ivy E's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Ivy E Equity retains a regular Real Value of $19.02 per share. The prevalent price of the fund is $19.04. We determine the value of Ivy E Equity 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.
Our valuation method for Ivy E Equity is useful when determining the fair value of the Ivy mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Ivy E. Since Ivy E is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Ivy Mutual Fund. However, Ivy E'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 19.04 | Real 19.02 | Hype 19.04 | Naive 18.75 |
The real value of Ivy Mutual Fund, also known as its intrinsic value, is the underlying worth of Ivy E Equity Mutual Fund, which is reflected in its stock price. It is based on Ivy E's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Ivy E'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 E'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 E Equity 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 E more accurately as focusing exclusively on Ivy E's fundamentals will not take into account other important factors: Ivy E Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Ivy E's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Ivy E Equity, and traders can use it to determine the average amount a Ivy E'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 = 0.1246
| Best Portfolio | Best Equity | |||
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| Cash | WCEYX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.79 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.1 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.12 actual daily | 9 91% of assets perform better |
Based on monthly moving average Ivy E is performing at about 9% of its full potential. 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 E by adding it to a well-diversified portfolio.
Ivy E Fundamentals Growth
Ivy Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Ivy E, and Ivy E 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 | 21.79 X | |||
| Price To Book | 2.87 X | |||
| Price To Sales | 2.62 X | |||
| Total Asset | 4.12 B | |||
About Ivy E Performance
To evaluate Ivy E Equity Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Ivy E generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Ivy Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Ivy E Equity market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Ivy's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.The fund seeks to achieve its objective by investing, under normal circumstances, at least 80 percent of its net assets in equity securities, primarily in common stocks of large-capitalization companies. Ivy Core is traded on NASDAQ Exchange in the United States.Things to note about Ivy E Equity performance evaluation
Checking the ongoing alerts about Ivy E for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Ivy E Equity help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund keeps 95.83% of its net assets in stocks |
- Analyzing Ivy E'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 E's stock is overvalued or undervalued compared to its peers.
- Examining Ivy E'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 E's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Ivy E's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Ivy E's mutual fund. These opinions can provide insight into Ivy E's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in 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 manufacturing. You can also try the Portfolio Diagnostics module to use generated alerts and portfolio events aggregator to diagnose current holdings.