Ivy Advantus Real Fund Market Outlook
| IREIX Fund | USD 14.35 0.19 1.34% |
Slightly above 55% of Ivy Advantus' investors are presently thinking to get in. The analysis of overall sentiment of trading Ivy Advantus Real mutual fund suggests that some investors are interested at this time. Ivy Advantus' investing sentiment can be driven by a variety of factors including economic data, Ivy Advantus' earnings reports, geopolitical events, and overall market trends.
Comfort Level 55
Impartial
Panic | Confidence |
Today, several news technology companies offer sentiment data to assist traders in manufacturing news sentiment indicators for investment decisions. We partner with these technology firms in helping retail investors build forecasting models that use Ivy Advantus' input sentiment indicators derived from textual data and news published on major financial information outlets and social sites. These indicators can be used to analyze time-dependent numerical information representing public perception toward Ivy Advantus Real.
News SentimentNeutral | Hype SentimentBullish | Insider SentimentWaiting |
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Ivy Advantus Real is 'Strong Sell'. A buy or sell recommendation is an automated directive regarding whether to purchase or sell Ivy Advantus Real given historical horizon and risk tolerance. When we issue a 'buy' or 'sell' recommendation for Ivy Advantus Real, the advice is generated through an automated system that utilizes algorithms and statistical models.
Execute Ivy Advantus Advice
The Ivy recommendation should be used to complement the investment advice compiled from the current analysts' consensus on Ivy Advantus Real. Macroaxis does not own or have any residual interests in Ivy Advantus Real or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Ivy Advantus' advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Sell
Market Performance | Good | Details | |
Volatility | Somewhat reliable | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Moves indifferently to market moves | Details | |
Analyst Consensus | Not Available | Details |
For the selected time horizon Ivy Advantus Real has a Mean Deviation of 1.0, Standard Deviation of 3.27, Variance of 10.69, Downside Variance of 0.6535, Semi Variance of (0.17) and Expected Short fall of (1.20)Our advice tool can cross-verify current analyst consensus on Ivy Advantus and to analyze the fund potential to grow in the current economic cycle. Use Ivy Advantus price to earning, year to date return, as well as the relationship between the Year To Date Return and last dividend paid to ensure your buy or sell decision on Ivy Advantus Real is adequate.
Ivy Advantus Trading Alerts and Improvement Suggestions
| Ivy Advantus Real appears to be risky and price may revert if volatility continues | |
| The fund retains 99.0% of its assets under management (AUM) in equities |
Ivy Advantus Returns Distribution Density
The distribution of Ivy Advantus' historical returns is an attempt to chart the uncertainty of Ivy Advantus' future price movements. The chart of the probability distribution of Ivy Advantus daily returns describes the distribution of returns around its average expected value. We use Ivy Advantus Real price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Ivy Advantus returns is essential to provide solid investment analysis for Ivy Advantus.
| Mean Return | 0.52 | Value At Risk | -1.14 | Potential Upside | 1.34 | Standard Deviation | 3.27 |
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 Advantus 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 Advantus 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 Advantus 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 Advantus' 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 Dow Jones | 0.51 | |
β | Beta against Dow Jones | -0.04 | |
σ | Overall volatility | 3.41 | |
Ir | Information ratio | 0.14 |
Ivy Advantus Volatility Alert
Ivy Advantus Real has low volatility with Treynor Ratio of -12.73, Maximum Drawdown of 27.64 and kurtosis of 59.48. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Ivy Advantus' 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 Advantus' 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 Advantus Fundamentals Vs Peers
Comparing Ivy Advantus' 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 Advantus' direct or indirect competition across all of the common fundamentals between Ivy Advantus and the related equities. This way, we can detect undervalued stocks with similar characteristics as Ivy Advantus or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Ivy Advantus' fundamental indicators could also be used in its relative valuation, which is a method of valuing Ivy Advantus by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Ivy Advantus to competition |
| Fundamentals | Ivy Advantus | Peer Average |
| Price To Earning | 3.11 X | 6.53 X |
| Price To Book | 2.84 X | 0.74 X |
| Price To Sales | 8.12 X | 0.61 X |
| Annual Yield | 0.02 % | 0.29 % |
| Year To Date Return | 8.88 % | 0.39 % |
| One Year Return | 12.91 % | 4.15 % |
| Three Year Return | 7.68 % | 3.60 % |
| Five Year Return | 7.21 % | 3.24 % |
| Ten Year Return | 8.32 % | 1.79 % |
| Net Asset | 462.15 M | 4.11 B |
| Last Dividend Paid | 0.17 | 0.65 |
| Cash Position Weight | 1.00 % | 10.61 % |
| Equity Positions Weight | 99.00 % | 63.90 % |
Ivy Advantus 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.
| Daily Balance Of Power | 9.2 T | |||
| Rate Of Daily Change | 1.01 | |||
| Day Median Price | 14.35 | |||
| Day Typical Price | 14.35 | |||
| Price Action Indicator | 0.095 | |||
| Period Momentum Indicator | 0.19 |
About Ivy Advantus Buy or Sell Advice
When is the right time to buy or sell Ivy Advantus Real? 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 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.Did You Try This Idea?
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Healthcare Funds
Funds or Etfs investing in medical and healthcare goods or services as well as hospital management or maintenance organizations. The Healthcare Funds theme has 43 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 Healthcare Funds Theme or any other thematic opportunities.
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Other Information on Investing in Ivy Mutual Fund
Ivy Advantus 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 Advantus security.
| Volatility Analysis Get historical volatility and risk analysis based on latest market data | |
| Analyst Advice Analyst recommendations and target price estimates broken down by several categories | |
| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing |