Ivy Mid Competition

Mutual Funds USA . 
Fund . Ivy Mid Cap
WMGAX Fund  USD 28.80  0.50  1.77%   
Ivy Mid Cap competes with Optimum Small, Optimum Small, Ivy Apollo, Optimum Fixed, and Ivy Asset; as well as few others. The fund is listed under Mid-Cap Growth category and is part of Delaware Funds by Macquarie family. Analyzing Ivy Mid 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 Mid to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Ivy Mid Correlation with its peers.
You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Ivy Mid competition on your existing holdings.
  
Specify up to 10 symbols:
Hype
Prediction
LowEstimatedHigh
27.7828.8029.82
Details
Intrinsic
Valuation
LowRealHigh
27.4228.4429.46
Details
Naive
Forecast
LowNextHigh
27.2528.2729.29
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
28.1628.6329.10
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Ivy Mid. Your research has to be compared to or analyzed against Ivy Mid's peers to derive any actionable benefits. When done correctly, Ivy Mid's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Ivy Mid Cap.

Ivy Mid Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Ivy Mid 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 Mid Cap does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
OCSGX
+ 0.96
OASVX
OCSGX
+ 0.95
WSGAX
OCLGX
+ 0.94
OASVX
OCLVX
+ 0.93
OASVX
OCSGX
+ 0.92
OASGX
OASVX
+ 0.91
OASGX
  
High negative correlations   
OCLGX
- 0.74
OCFIX
OCFIX
- 0.71
OASVX
OCFIX
- 0.61
OASGX
OCSGX
- 0.59
OCFIX
OCLVX
- 0.59
OCFIX
WSGAX
- 0.46
OCFIX

Risk-Adjusted Indicators

There is a big difference between Ivy Mutual Fund performing well and Ivy Mid 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 Mid's 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 DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
OASGX  0.86  0.09 (0.01) 0.75  1.00 
(0.93)
 1.91 
(1.64)
 5.94 
OASVX  0.80  0.01  0.06  0.13  0.64 
(0.95)
 1.85 
(1.43)
 6.37 
IMAAX  0.34 (0.04)(0.28)(0.02) 0.41 
(0.35)
 0.62 
(0.62)
 2.28 
OCFIX  0.22 (0.03) 0.00  0.65  0.00 
 0.00 
 0.45 
(0.57)
 1.26 
WASAX  0.45  0.01 (0.18)(0.11) 0.60 
(0.46)
 0.82 
(1.09)
 3.08 
WSGAX  0.98 (0.07)(0.01) 0.07  1.08 
(1.14)
 2.15 
(1.70)
 7.25 
OCIEX  0.61 (0.03) 0.00  1.18  0.00 
 0.00 
 1.23 
(1.32)
 3.78 
OCLVX  0.51 (0.02)(0.07) 0.10  0.40 
(0.61)
 1.05 
(0.81)
 3.34 
OCLGX  0.75 (0.01)(0.01) 0.11  1.15 
(0.73)
 1.59 
(2.15)
 5.02 
OCSGX  0.86 (0.02) 0.02  0.10  0.93 
(0.94)
 1.91 
(1.66)
 6.05 
All Fundamental Data

Ivy Mid Competitive Analysis

The better you understand Ivy Mid competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Ivy Mid's 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 Mid's competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
WMGAX OASGX OASVX IMAAX OCFIX WASAX WSGAX OCIEX OCLVX OCLGX
 1.77 
 28.80 
Ivy
 1.44 
 12.31 
Optimum
 1.32 
 15.33 
Optimum
 0.52 
 9.62 
Ivy
 0.12 
 8.70 
OPTIMUM
 0.31 
 22.83 
Ivy
 1.66 
 14.09 
Ivy
 0.08 
 12.61 
Optimum
 0.64 
 20.57 
Optimum
 0.13 
 15.31 
OPTIMUM
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Market Performance
(90 Days Performance)
OK
Modest
OK
Very Weak
Very Weak
Weak
Modest
Very Weak
OK
OK
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Low
Low
Low
Low
Low
Low
Low
Low
Current Valuation
(Equity Enterprise Value)
Fairly Valued
Fairly Valued
Under Valued
Fairly Valued
Over Valued
Over Valued
Fairly Valued
Over Valued
Fairly Valued
Fairly Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Hold
Cautious Hold
Buy
Hold
Sell
Sell
Strong Hold
Strong Sell
Strong Hold
Hold
Net Asset
6.24 B
564.02 M
559.56 M
123.8 M
2.31 B
1.81 B
1.52 B
577.72 M
1.59 B
1.71 B
Minimum Initial Investment
N/A
N/A
1 K
N/A
1 K
N/A
N/A
N/A
N/A
N/A
Price To Book
3.78
3.14
1.75
N/A
1.14
2.44
3.75
1.46
2.59
4.01
Five Year Return
8.99
11.27
7.62
3.38
-1.06
8.59
7.09
3.2
9.39
13.12
One Year Return
17.58
26.46
24.93
9.35
6.11
20.38
25.21
15.61
25.28
34.48
Last Dividend Paid
N/A
N/A
0.09
0.07
0.07
0.18
N/A
0.03
N/A
N/A
Price To Earning
24.48
2.31
15.74
N/A
12.93
21.23
26.95
13.49
15.94
23.82
Price To Sales
2.4
1.76
0.97
N/A
0.91
2.54
1.56
0.9
1.56
2.54
Cash Position Weight
0.23
2.64
2.51
1.28
3.16
5.0
0.82
1.02
1.11
1.81
Equity Positions Weight
99.77
97.34
97.35
58.64
N/A
65.58
99.18
98.96
98.89
98.19
Three Year Return
-5.75
-3.25
2.33
0.0054
-3.43
4.3
-3.75
-2.11
6.26
3.48
Annual Yield
N/A
N/A
0.0133
0.0505
0.0053
0.0261
N/A
N/A
N/A
N/A
Year To Date Return
4.18
15.31
14.38
3.36
0.93
13.99
14.85
7.33
17.11
27.56
Bond Positions Weight
N/A
N/A
N/A
3.89
91.48
2.23
N/A
N/A
N/A
N/A
Ten Year Return
13.93
11.08
4.74
N/A
2.87
5.11
12.06
3.48
7.65
13.85
Day Typical Price
28.8
12.31
15.33
9.62
8.7
22.83
14.09
12.61
20.57
15.31
Daily Balance Of Power
9.2 T
(9,223,372,036,855)
9.2 T
9.2 T
9.2 T
(9,223,372,036,855)
9.2 T
9.2 T
9.2 T
9.2 T
Period Momentum Indicator
0.5
(0.18)
0.2
0.05
0.01
(0.07)
0.23
0.01
0.13
0.02
Rate Of Daily Change
1.02
0.99
1.01
1.01
1.0
1.0
1.02
1.0
1.01
1.0
Day Median Price
28.8
12.31
15.33
9.62
8.7
22.83
14.09
12.61
20.57
15.31
Price Action Indicator
0.25
(0.09)
0.1
0.025
0.005
(0.04)
0.12
0.005
0.065
0.01
Relative Strength Index
22.06
17.6
26.12
13.82
24.38
43.6
N/A
23.63
7.91
55.98
Coefficient Of Variation
774.58
1007.19
630.14
10606.38
(1,222)
4330.5
1085.85
(3,596)
729.83
934.85
Mean Deviation
0.7583
0.8647
0.8006
0.3362
0.2204
0.4474
0.9842
0.6115
0.5062
0.7451
Jensen Alpha
(0.01)
0.0881
0.0113
(0.04)
(0.03)
0.008
(0.07)
(0.03)
(0.02)
(0.01)
Total Risk Alpha
(0.04)
(0.08)
(0.01)
(0.07)
(0.08)
(0.09)
(0.1)
(0.16)
(0.02)
(0.06)
Sortino Ratio
0.001
(0.01)
0.0555
(0.28)
N/A
(0.18)
(0.01)
N/A
(0.07)
(0.01)
Downside Variance
1.35
1.28
0.7143
0.205
N/A
0.4047
1.47
N/A
0.3086
1.69
Standard Deviation
1.02
1.16
1.12
0.4318
0.2905
0.595
1.32
0.7895
0.6576
1.06
Kurtosis
1.14
1.79
5.23
0.3651
0.6705
0.7076
2.21
0.4716
1.95
1.53
Potential Upside
1.73
1.91
1.85
0.6244
0.4525
0.8197
2.15
1.23
1.05
1.59
Treynor Ratio
0.1101
0.7477
0.1295
(0.02)
0.6544
(0.11)
0.0748
1.18
0.0994
0.1114
Maximum Drawdown
5.32
5.94
6.37
2.28
1.26
3.08
7.25
3.78
3.34
5.02
Variance
1.04
1.34
1.25
0.1864
0.0844
0.354
1.73
0.6233
0.4325
1.12
Market Risk Adjusted Performance
0.1201
0.7577
0.1395
(0.01)
0.6644
(0.1)
0.0848
1.19
0.1094
0.1214
Risk Adjusted Performance
0.1015
0.0795
0.1249
(0.0005)
(0.08)
0.0148
0.0748
(0.02)
0.1034
0.0848
Skewness
(0.32)
0.383
1.41
0.1427
(0.47)
(0.34)
0.5824
0.2245
0.791
(0.62)
Semi Deviation
1.03
0.9989
0.6445
0.412
N/A
0.6044
1.08
N/A
0.4039
1.15
Information Ratio
0.0011
(0.01)
0.0419
(0.29)
(0.53)
(0.20)
(0.01)
(0.19)
(0.06)
(0.02)
Value At Risk
(1.44)
(1.64)
(1.43)
(0.62)
(0.57)
(1.09)
(1.70)
(1.32)
(0.81)
(2.15)
Expected Short fall
(0.74)
(0.93)
(0.95)
(0.35)
N/A
(0.46)
(1.14)
N/A
(0.61)
(0.73)
Downside Deviation
1.16
1.13
0.8452
0.4528
N/A
0.6362
1.21
N/A
0.5555
1.3
Semi Variance
1.06
0.9977
0.4153
0.1697
N/A
0.3653
1.17
N/A
0.1632
1.31

Ivy Mid Competition Performance Charts

Five steps to successful analysis of Ivy Mid Competition

Ivy Mid's 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 Mid Cap in relation to its competition. Ivy Mid's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Ivy Mid 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 Mid's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Ivy Mid Cap, 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 Mid position

In addition to having Ivy Mid 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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Government Funds Theme
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Other Information on Investing in Ivy Mutual Fund

Ivy Mid financial ratios help investors to determine whether Ivy Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Ivy with respect to the benefits of owning Ivy Mid security.
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