Ivy International E Fund Manager Performance Evaluation
| IVIAX Fund | USD 23.60 0.13 0.55% |
The fund retains a Market Volatility (i.e., Beta) of 0.18, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Ivy International's returns are expected to increase less than the market. However, during the bear market, the loss of holding Ivy International is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Ivy International E are ranked lower than 13 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Ivy International showed solid returns over the last few months and may actually be approaching a breakup point.
...more1 | Macquarie International Core Equity Fund Q3 2025 Commentary - Seeking Alpha | 11/18/2025 |
| Expense Ratio Date | 31st of July 2025 | |
| Expense Ratio | 1.0200 |
Ivy |
Ivy International Relative Risk vs. Return Landscape
If you would invest 1,999 in Ivy International E on October 29, 2025 and sell it today you would earn a total of 361.00 from holding Ivy International E or generate 18.06% return on investment over 90 days. Ivy International E is currently producing 0.2903% returns and takes up 1.6856% volatility of returns over 90 trading days. Put another way, 15% 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 International Current Valuation
Undervalued
Today
Please note that Ivy International's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Ivy International retains a regular Real Value of $25.03 per share. The prevalent price of the fund is $23.6. We determine the value of Ivy International 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 International is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Ivy Mutual Fund. However, Ivy International'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 23.6 | Real 25.03 | Hype 23.6 | Naive 23.72 |
The intrinsic value of Ivy International'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 International'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 International E 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 International more accurately as focusing exclusively on Ivy International's fundamentals will not take into account other important factors: Ivy International 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 |
| 23.60 | 90 days | 23.60 | about 5.76 |
Based on a normal probability distribution, the odds of Ivy International to move above the current price in 90 days from now is about 5.76 (This Ivy International E 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 International has a beta of 0.18. This usually indicates as returns on the market go up, Ivy International average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Ivy International E will be expected to be much smaller as well. Additionally Ivy International E has an alpha of 0.2389, implying that it can generate a 0.24 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Ivy International Price Density |
| Price |
Predictive Modules for Ivy International
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 International. 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 International Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Ivy International is not an exception. The market had few large corrections towards the Ivy International'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 International E, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Ivy International within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.24 | |
β | Beta against Dow Jones | 0.18 | |
σ | Overall volatility | 1.60 | |
Ir | Information ratio | 0.11 |
Ivy International 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 International for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Ivy International 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 99.24% of its assets under management (AUM) in equities |
Ivy International Fundamentals Growth
Ivy Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Ivy International, and Ivy International 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 | 1.94 X | |||
| Price To Book | 1.45 X | |||
| Price To Sales | 0.92 X | |||
| Total Asset | 450.47 M | |||
About Ivy International Performance
Evaluating Ivy International's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Ivy International 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 International 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, under normal circumstances, at least 80 percent of its net assets in equity securities. It will invest primarily in common stocks of non-U.S. companies, which may include companies located or operating in developed or emerging markets. The funds investment in emerging market companies will not exceed the greater of 35 percent of the funds net assets or the weight of emerging markets in the funds benchmark index, the MSCI ACWI ex USA Index. It also may invest in depositary receipts of foreign issuers.Things to note about Ivy International performance evaluation
Checking the ongoing alerts about Ivy International for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Ivy International 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 99.24% of its assets under management (AUM) in equities |
- Analyzing Ivy International'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 International's stock is overvalued or undervalued compared to its peers.
- Examining Ivy International'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 International's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Ivy International's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Ivy International's mutual fund. These opinions can provide insight into Ivy International's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Ivy Mutual Fund
Ivy International 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 International security.
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