Ivy Advantus Real Fund Manager Performance Evaluation
| IREIX Fund | USD 14.51 0.16 1.11% |
The fund retains a Market Volatility (i.e., Beta) of -0.0449, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Ivy Advantus are expected to decrease at a much lower rate. During the bear market, Ivy Advantus is likely to outperform the market.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Ivy Advantus Real are ranked lower than 14 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Ivy Advantus showed solid returns over the last few months and may actually be approaching a breakup point.
...moreIvy |
Ivy Advantus Relative Risk vs. Return Landscape
If you would invest 1,027 in Ivy Advantus Real on November 20, 2025 and sell it today you would earn a total of 424.00 from holding Ivy Advantus Real or generate 41.29% return on investment over 90 days. Ivy Advantus Real is currently producing 0.6269% returns and takes up 3.4097% volatility of returns over 90 trading days. Put another way, 30% of traded mutual funds are less volatile than Ivy, and 88% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Ivy Advantus Current Valuation
Overvalued
Today
Please note that Ivy Advantus' price fluctuation is somewhat reliable at this time. At this time, the entity appears to be overvalued. Ivy Advantus Real retains a regular Real Value of $12.9 per share. The prevalent price of the fund is $14.51. We determine the value of Ivy Advantus Real 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 Advantus is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Ivy Mutual Fund. However, Ivy Advantus' 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 14.51 | Real 12.9 | Hype 14.51 |
The intrinsic value of Ivy Advantus' 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 Advantus' 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 Advantus Real 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 Advantus more accurately as focusing exclusively on Ivy Advantus' fundamentals will not take into account other important factors: Ivy Advantus 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 |
| 14.51 | 90 days | 14.51 | about 7.33 |
Based on a normal probability distribution, the odds of Ivy Advantus to move above the current price in 90 days from now is about 7.33 (This Ivy Advantus Real probability density function shows the probability of Ivy Mutual Fund to fall within a particular range of prices over 90 days) .
Ivy Advantus Price Density |
| Price |
Predictive Modules for Ivy Advantus
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 Advantus Real. 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 Advantus Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Ivy Advantus is not an exception. The market had few large corrections towards the Ivy Advantus' 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 Advantus Real, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Ivy Advantus within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.51 | |
β | Beta against Dow Jones | -0.04 | |
σ | Overall volatility | 1.44 | |
Ir | Information ratio | 0.14 |
Ivy Advantus 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 Advantus for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Ivy Advantus Real can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Ivy Advantus Real appears to be risky and price may revert if volatility continues | |
| Latest headline from news.google.com: One-size-fits-all foundation apprenticeships just wont work - FE Week | |
| The fund retains 99.0% of its assets under management (AUM) in equities |
Ivy Advantus Fundamentals Growth
Ivy Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Ivy Advantus, and Ivy Advantus 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 | 3.11 X | ||||
| Price To Book | 2.84 X | ||||
| Price To Sales | 8.12 X | ||||
| Total Asset | 241.91 M | ||||
About Ivy Advantus Performance
Evaluating Ivy Advantus' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Ivy Advantus 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 Advantus 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 to achieve its objective by investing, under normal circumstances, at least 80 percent of its net assets, plus any borrowings for investment purposes, in the securities of companies in the real estate or real estate-related industries. Real estate securities include securities offered by issuers that receive at least 50 percent of their gross revenue from the construction, ownership, leasing, management, financing or sale of residential, commercial or industrial real estate.Things to note about Ivy Advantus Real performance evaluation
Checking the ongoing alerts about Ivy Advantus for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Ivy Advantus Real help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Ivy Advantus Real appears to be risky and price may revert if volatility continues | |
| Latest headline from news.google.com: One-size-fits-all foundation apprenticeships just wont work - FE Week | |
| The fund retains 99.0% of its assets under management (AUM) in equities |
- Analyzing Ivy Advantus' 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 Advantus' stock is overvalued or undervalued compared to its peers.
- Examining Ivy Advantus' 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 Advantus' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Ivy Advantus' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Ivy Advantus' mutual fund. These opinions can provide insight into Ivy Advantus' potential for growth and whether the stock is currently undervalued or overvalued.
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.
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