Ivy Advantus Competition

Ivy Advantus Real competes with Rbc Bluebay, T Rowe, Touchstone Ohio, Kinetics Spin-off, and T Rowe; as well as few others. The fund is listed under Real Estate category and is part of Delaware Funds by Macquarie family. Analyzing Ivy Advantus competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Ivy Advantus to its intrinsic valuation because they are able to contrast its competitors on a relative basis. 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 discontinued.

Ivy Advantus vs Federated Bond Correlation

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Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Ivy Advantus' price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.

Hype

Prediction

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Intrinsic

Valuation

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Ivy Advantus Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Ivy Advantus and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Ivy and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Ivy Advantus Real does not affect the price movement of the other competitor.

	RGHYX	PATFX	TOHIX	LSHEX	PACEX	TRZOX	OKMUX	FDBLX
RGHYX		0.82	0.86	0.79	0.94	0.92	0.92	0.88	RGHYX
PATFX	0.82		0.98	0.89	0.88	0.9	0.96	0.78	PATFX
TOHIX	0.86	0.98		0.87	0.9	0.94	0.97	0.81	TOHIX
LSHEX	0.79	0.89	0.87		0.84	0.81	0.9	0.72	LSHEX
PACEX	0.94	0.88	0.9	0.84		0.91	0.94	0.76	PACEX
TRZOX	0.92	0.9	0.94	0.81	0.91		0.94	0.84	TRZOX
OKMUX	0.92	0.96	0.97	0.9	0.94	0.94		0.82	OKMUX
FDBLX	0.88	0.78	0.81	0.72	0.76	0.84	0.82		FDBLX
	RGHYX	PATFX	TOHIX	LSHEX	PACEX	TRZOX	OKMUX	FDBLX

Risk-Adjusted Indicators

There is a big difference between Ivy Mutual Fund performing well and Ivy Advantus Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Ivy Advantus' multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
RGHYX	0.10	0.02	(0.14)	0.42	0.00	(0.14)	0.20	(0.20)	1.11
PATFX	0.09	0.01	(0.25)	1.01	0.00	(0.14)	0.27	(0.18)	0.81
TOHIX	0.07	0.01	(0.28)	2.01	0.00	(0.13)	0.19	(0.09)	0.65
LSHEX	2.07	0.45	0.21	0.46	1.76	(2.47)	5.75	(3.02)	14.38
PACEX	0.08	0.01	(0.34)	1.14	0.00	(0.16)	0.21	(0.11)	0.75
TRZOX	0.07	0.01	0.00	(0.80)	0.00	0.00	0.22	(0.22)	0.44
OKMUX	0.07	0.02	0.00	2.21	0.00	0.00	0.28	(0.09)	0.66
FDBLX	0.12	0.01	(0.22)	0.29	0.00	(0.18)	0.35	(0.24)	0.71

Ivy Advantus Competitive Analysis

The better you understand Ivy Advantus competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Ivy Advantus' competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Ivy Advantus' competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

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	RGHYX	PATFX	TOHIX	LSHEX	PACEX	TRZOX	OKMUX	FDBLX
	0.1 10.05 Rbc	0.09 11.29 PATFX	0.09 10.90 Touchstone	4.68 34.91 Kinetics	0.21 9.41 PACEX	0.22 4.66 TRZOX	0.09 10.73 Oklahoma	0.23 8.57 FEDERATED
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Solid	Solid	Solid	Solid	Solid	Solid	Solid	Solid
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Over Valued	Over Valued	Over Valued	Under Valued	Over Valued	Fairly Valued	Fairly Valued	Over Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Sell	Strong Sell	Strong Sell	Strong Buy	Strong Sell	Sell	Strong Hold	Strong Sell
Net Asset	1.23 B	5.55 B	48.98 M	11.72 M	245.76 M	4.67 B	39.23 M	1.17 B
Minimum Initial Investment	1000 K	N/A	N/A	N/A	2.5 K	N/A	N/A	N/A
Price To Book	N/A	6.68 X	N/A	N/A	N/A	N/A	N/A	N/A
Five Year Return	4.58 %	1.12 %	0.84 %	20.37 %	1.34 %	N/A	(0.09) %	0.67 %
One Year Return	8.57 %	4.00 %	3.80 %	(2.94) %	7.66 %	N/A	4.95 %	6.56 %
Last Dividend Paid	0.05	0.03	0.03	0.08	0.03	0.01	N/A	0.03
Price To Earning	N/A	7.02 X	N/A	N/A	N/A	N/A	N/A	N/A
Price To Sales	N/A	0.94 X	N/A	N/A	N/A	N/A	N/A	N/A
Cash Position Weight	10.45 %	0.22 %	2.57 %	5.92 %	9.65 %	2.07 %	N/A	2.58 %
Equity Positions Weight	0.01 %	0.01 %	N/A	94.01 %	0.68 %	N/A	N/A	0.04 %
Three Year Return	8.90 %	4.55 %	3.10 %	22.97 %	6.54 %	N/A	2.72 %	4.97 %
Annual Yield	0.07 %	0.04 %	0.03 %	0 %	0.06 %	0.05 %	0 %	0.04 %
Year To Date Return	1.10 %	1.49 %	0.91 %	41.45 %	0.59 %	N/A	1.40 %	0.55 %
Bond Positions Weight	85.98 %	10.93 %	0.69 %	N/A	80.68 %	13.54 %	N/A	11.84 %
Ten Year Return	N/A	4.44 %	3.73 %	7.05 %	N/A	N/A	3.41 %	5.46 %
Daily Balance Of Power	0	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T
Day Typical Price	10.05	11.29	10.9	34.91	9.41	4.66	10.73	8.57
Period Momentum Indicator	(0.01)	0.01	0.01	1.56	0.02	0.01	0.01	0.02
Rate Of Daily Change	1.0	1.0	1.0	1.05	1.0	1.0	1.0	1.0
Day Median Price	10.05	11.29	10.9	34.91	9.41	4.66	10.73	8.57
Price Action Indicator	(0.01)	0.005	0.005	0.78	0.01	0.005	0.005	0.01
Coefficient Of Variation	407.31	505.75	510.86	535.55	590.41	569.88	317.51	596.03
Mean Deviation	0.0984	0.0911	0.0708	2.07	0.082	0.0663	0.0667	0.1248
Jensen Alpha	0.0216	0.0149	0.0107	0.4509	0.0106	0.0104	0.0209	0.0134
Total Risk Alpha	0.0145	0.0061	0.0031	0.3081	0.0019	0.0014	0.014	0.005
Sortino Ratio	(0.14)	(0.25)	(0.28)	0.2097	(0.34)	N/A	N/A	(0.22)
Downside Variance	0.061	0.0309	0.0315	4.78	0.0209	N/A	N/A	0.0378
Standard Deviation	0.1433	0.1305	0.1076	2.83	0.1249	0.1123	0.0998	0.1602
Kurtosis	6.66	2.87	4.22	2.32	5.19	3.03	4.04	0.0684
Potential Upside	0.2033	0.2693	0.185	5.75	0.213	0.2174	0.283	0.3521
Treynor Ratio	0.4226	1.01	2.01	0.4611	1.14	(0.80)	2.21	0.2942
Maximum Drawdown	1.11	0.8087	0.6504	14.38	0.7506	0.4353	0.6613	0.7092
Variance	0.0205	0.017	0.0116	8.0	0.0156	0.0126	0.01	0.0257
Market Risk Adjusted Performance	0.4326	1.02	2.02	0.4711	1.15	(0.79)	2.22	0.3042
Risk Adjusted Performance	0.1518	0.1077	0.0929	0.1578	0.0821	0.0797	0.1833	0.095
Skewness	(1.07)	0.1069	(0.09)	0.9188	1.53	0.814	1.16	(0.05)
Semi Deviation	0.0	0.0	0.0	1.76	0.0	N/A	N/A	0.0
Information Ratio	(0.24)	(0.34)	(0.45)	0.162	(0.39)	(0.45)	(0.39)	(0.27)
Value At Risk	(0.20)	(0.18)	(0.09)	(3.02)	(0.11)	(0.22)	(0.09)	(0.24)
Expected Short fall	(0.14)	(0.14)	(0.13)	(2.47)	(0.16)	N/A	N/A	(0.18)
Downside Deviation	0.247	0.1758	0.1774	2.19	0.1447	N/A	N/A	0.1943
Semi Variance	(0.02)	(0.02)	(0.02)	3.11	(0.02)	N/A	N/A	(0.01)

Ivy Advantus Competition Performance Charts

Five steps to successful analysis of Ivy Advantus Competition

Ivy Advantus' competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Ivy Advantus Real in relation to its competition. Ivy Advantus' competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Ivy Advantus in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Ivy Advantus' competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Ivy Advantus Real, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Ivy Advantus position

In addition to having Ivy Advantus 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.

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Compulsion

Companies involved in research, development, and manufacturing of products with compulsion characteristics such as cigarettes, addictive drugs and alcohol. The Compulsion theme has 40 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 Compulsion Theme or any other thematic opportunities.

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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 discontinued.

You can also try the Instant Ratings module to determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance.

Other Consideration for investing in Ivy Mutual Fund

If you are still planning to invest in Ivy Advantus Real 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 Advantus' history and understand the potential risks before investing.

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