Ivy Advantus Bond Manager Performance
| IBNDXDelisted Fund | USD 9.17 0.00 0.00% |
The fund retains a Market Volatility (i.e., Beta) of -0.009, 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
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Ivy Advantus Bond has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong fundamental indicators, Ivy Advantus is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.3300 |
Ivy |
Ivy Advantus Relative Risk vs. Return Landscape
If you would invest 917.00 in Ivy Advantus Bond on September 12, 2024 and sell it today you would earn a total of 0.00 from holding Ivy Advantus Bond or generate 0.0% return on investment over 90 days. Ivy Advantus Bond is currently producing negative expected returns and takes up 0.0% volatility of returns over 90 trading days. Put another way, 0% 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 Advantus Current Valuation
Overvalued
Today
Please note that Ivy Advantus' price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Ivy Advantus Bond retains a regular Real Value of $8.46 per share. The prevalent price of the fund is $9.17. We determine the value of Ivy Advantus Bond 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 9.17 | Real 8.46 | Hype 9.17 | Naive 9.14 |
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 Bond 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 Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Ivy Advantus' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Ivy Advantus Bond, and traders can use it to determine the average amount a Ivy Advantus' 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 = 0.0
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| IBNDX |
Based on monthly moving average Ivy Advantus is not performing at its full potential. However, 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 Advantus by adding Ivy Advantus to a well-diversified portfolio.
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.
| Total Asset | 632.64 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 invests at least 80 percent of its net assets in bonds . Ivy Securian is traded on NASDAQ Exchange in the United States.Things to note about Ivy Advantus Bond 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 Bond help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Ivy Advantus Bond is not yet fully synchronised with the market data | |
| Ivy Advantus Bond has a very high chance of going through financial distress in the upcoming years | |
| The fund generated three year return of -2.0% | |
| Ivy Advantus Bond retains most of the assets under management (AUM) in different types of exotic instruments. |
- 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.
Check out Risk vs Return Analysis to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in unemployment. You can also try the Portfolio Anywhere module to track or share privately all of your investments from the convenience of any device.
Other Consideration for investing in Ivy Mutual Fund
If you are still planning to invest in Ivy Advantus Bond check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Ivy Advantus' history and understand the potential risks before investing.
| Equity Analysis Research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities | |
| Fundamental Analysis View fundamental data based on most recent published financial statements | |
| Idea Analyzer Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas | |
| Commodity Channel Use Commodity Channel Index to analyze current equity momentum |