Ivy Balanced Fund Manager Performance Evaluation
| IBARX Fund | USD 24.26 0.04 0.16% |
The fund retains a Market Volatility (i.e., Beta) of 0.57, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Ivy Balanced's returns are expected to increase less than the market. However, during the bear market, the loss of holding Ivy Balanced is expected to be smaller as well.
Risk-Adjusted Performance
14 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Ivy Balanced Fund are ranked lower than 14 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Ivy Balanced is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.7200 |
Ivy |
Ivy Balanced Relative Risk vs. Return Landscape
If you would invest 2,293 in Ivy Balanced Fund on August 31, 2024 and sell it today you would earn a total of 133.00 from holding Ivy Balanced Fund or generate 5.8% return on investment over 90 days. Ivy Balanced Fund is currently producing 0.0907% returns and takes up 0.4807% volatility of returns over 90 trading days. Put another way, 4% 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 Balanced Current Valuation
Fairly Valued
Today
Please note that Ivy Balanced's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Ivy Balanced retains a regular Real Value of $24.08 per share. The prevalent price of the fund is $24.26. We determine the value of Ivy Balanced 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.
Since Ivy Balanced is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Ivy Mutual Fund. However, Ivy Balanced'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 24.26 | Real 24.08 | Hype 24.26 |
The intrinsic value of Ivy Balanced'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 Balanced'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 Balanced Fund 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 Balanced more accurately as focusing exclusively on Ivy Balanced's fundamentals will not take into account other important factors: Ivy Balanced Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Ivy Balanced's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Ivy Balanced Fund, and traders can use it to determine the average amount a Ivy Balanced'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 = 0.1886
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| Cash | IBARX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.48 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.09 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.19 actual daily | 14 86% of assets perform better |
Based on monthly moving average Ivy Balanced is performing at about 14% 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 Balanced by adding it to a well-diversified portfolio.
Ivy Balanced Fundamentals Growth
Ivy Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Ivy Balanced, and Ivy Balanced 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 | 2.69 X | ||||
| Price To Book | 2.32 X | ||||
| Price To Sales | 2.28 X | ||||
| Total Asset | 2.11 B | ||||
About Ivy Balanced Performance
Evaluating Ivy Balanced's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Ivy Balanced has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Ivy Balanced has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund seeks to achieve its objective by investing primarily in a diversified mix of stocks, debt securities and short-term instruments, depending on market conditions. Regarding its income-generating equity investments, it invests primarily in medium to large, well-established companies. The fund invests at least 50 percent of its total assets in equity securities including convertible securities.Things to note about Ivy Balanced performance evaluation
Checking the ongoing alerts about Ivy Balanced for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Ivy Balanced help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains about 7.57% of its assets under management (AUM) in cash |
- Analyzing Ivy Balanced'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 Balanced's stock is overvalued or undervalued compared to its peers.
- Examining Ivy Balanced'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 Balanced's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Ivy Balanced's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Ivy Balanced's mutual fund. These opinions can provide insight into Ivy Balanced's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Ivy Mutual Fund
Ivy Balanced 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 Balanced security.
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