Ivy Emerging Markets Fund Manager Performance Evaluation
| IPOIX Fund | USD 24.44 0.46 1.92% |
The fund retains a Market Volatility (i.e., Beta) of 0.33, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Ivy Emerging's returns are expected to increase less than the market. However, during the bear market, the loss of holding Ivy Emerging is expected to be smaller as well.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Ivy Emerging Markets are ranked lower than 18 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Ivy Emerging showed solid returns over the last few months and may actually be approaching a breakup point.
...moreIvy |
Ivy Emerging Relative Risk vs. Return Landscape
If you would invest 2,051 in Ivy Emerging Markets on October 29, 2025 and sell it today you would earn a total of 393.00 from holding Ivy Emerging Markets or generate 19.16% return on investment over 90 days. Ivy Emerging Markets is currently producing 0.2954% returns and takes up 1.266% volatility of returns over 90 trading days. Put another way, 11% of traded mutual funds are less volatile than Ivy, and 95% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Ivy Emerging Current Valuation
Undervalued
Today
Please note that Ivy Emerging's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Ivy Emerging Markets retains a regular Real Value of $25.48 per share. The prevalent price of the fund is $24.44. We determine the value of Ivy Emerging Markets 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 Emerging is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Ivy Mutual Fund. However, Ivy Emerging'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 24.44 | Real 25.48 | Hype 23.98 | Naive 24.25 |
The intrinsic value of Ivy Emerging'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 Emerging'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 Emerging Markets 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 Emerging more accurately as focusing exclusively on Ivy Emerging's fundamentals will not take into account other important factors: Ivy Emerging Target Price Odds to finish over Current Price
The tendency of Ivy Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 24.44 | 90 days | 24.44 | about 1.03 |
Based on a normal probability distribution, the odds of Ivy Emerging to move above the current price in 90 days from now is about 1.03 (This Ivy Emerging Markets probability density function shows the probability of Ivy Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Ivy Emerging has a beta of 0.33. This usually indicates as returns on the market go up, Ivy Emerging average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Ivy Emerging Markets will be expected to be much smaller as well. Additionally Ivy Emerging Markets has an alpha of 0.2423, implying that it can generate a 0.24 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Ivy Emerging Price Density |
| Price |
Predictive Modules for Ivy Emerging
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Ivy Emerging Markets. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Ivy Emerging Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Ivy Emerging is not an exception. The market had few large corrections towards the Ivy Emerging's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Ivy Emerging Markets, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Ivy Emerging within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.24 | |
β | Beta against Dow Jones | 0.33 | |
σ | Overall volatility | 1.39 | |
Ir | Information ratio | 0.16 |
Ivy Emerging Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Ivy Emerging for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Ivy Emerging Markets can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund retains 97.24% of its assets under management (AUM) in equities |
Ivy Emerging Fundamentals Growth
Ivy Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Ivy Emerging, and Ivy Emerging 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 | 1.55 X | ||||
| Price To Book | 1.73 X | ||||
| Price To Sales | 1.42 X | ||||
| Total Asset | 1.97 B | ||||
About Ivy Emerging Performance
Evaluating Ivy Emerging's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Ivy Emerging 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 Emerging 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 invests, under normal circumstances, at least 80 percent of its net assets in equity securities, primarily common stock, of companies from countries considered to be emerging market countries or that are economically linked to emerging market countries. It may invest up to 100 percent of its total assets in foreign securities and may invest in depositary receipts of foreign issuers. The fund also may invest up to 20 percent of its net assets in companies that are not located in, or economically linked to, emerging market countries.Things to note about Ivy Emerging Markets performance evaluation
Checking the ongoing alerts about Ivy Emerging for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Ivy Emerging Markets 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 97.24% of its assets under management (AUM) in equities |
- Analyzing Ivy Emerging'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 Emerging's stock is overvalued or undervalued compared to its peers.
- Examining Ivy Emerging'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 Emerging's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Ivy Emerging's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Ivy Emerging's mutual fund. These opinions can provide insight into Ivy Emerging's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Ivy Mutual Fund
Ivy Emerging 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 Emerging security.
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