Ivy E Equity Fund Manager Performance Evaluation
| ICIEX Fund | USD 22.83 0.20 0.88% |
The fund retains a Market Volatility (i.e., Beta) of 0.6, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Ivy E's returns are expected to increase less than the market. However, during the bear market, the loss of holding Ivy E 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 E Equity are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, Ivy E showed solid returns over the last few months and may actually be approaching a breakup point.
...moreIvy |
Ivy E Relative Risk vs. Return Landscape
If you would invest 1,992 in Ivy E Equity on November 4, 2025 and sell it today you would earn a total of 291.00 from holding Ivy E Equity or generate 14.61% return on investment over 90 days. Ivy E Equity is currently producing 0.2352% returns and takes up 1.5648% volatility of returns over 90 trading days. Put another way, 14% of traded mutual funds are less volatile than Ivy, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Ivy E Current Valuation
Undervalued
Today
Please note that Ivy E's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Ivy E Equity retains a regular Real Value of $24.36 per share. The prevalent price of the fund is $22.83. We determine the value of Ivy E Equity 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 E is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Ivy Mutual Fund. However, Ivy E'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 22.83 | Real 24.36 | Hype 22.83 | Naive 23.36 |
The intrinsic value of Ivy E'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 E'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 E Equity 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 E more accurately as focusing exclusively on Ivy E's fundamentals will not take into account other important factors: Ivy E 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 |
| 22.83 | 90 days | 22.83 | about 14.54 |
Based on a normal probability distribution, the odds of Ivy E to move above the current price in 90 days from now is about 14.54 (This Ivy E Equity probability density function shows the probability of Ivy Mutual Fund to fall within a particular range of prices over 90 days) .
Ivy E Price Density |
| Price |
Predictive Modules for Ivy E
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 E Equity. 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.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Ivy E's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Ivy E Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Ivy E is not an exception. The market had few large corrections towards the Ivy E'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 E Equity, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Ivy E within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.20 | |
β | Beta against Dow Jones | 0.60 | |
σ | Overall volatility | 1.42 | |
Ir | Information ratio | 0.11 |
Ivy E 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 E for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Ivy E Equity 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 99.77% of its assets under management (AUM) in equities |
Ivy E Fundamentals Growth
Ivy Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Ivy E, and Ivy E 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 | 21.24 X | |||
| Price To Book | 2.48 X | |||
| Price To Sales | 2.37 X | |||
| Total Asset | 5.27 B | |||
About Ivy E Performance
Evaluating Ivy E's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Ivy E 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 E 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, primarily in common stocks of large-capitalization companies. Ivy Core is traded on NASDAQ Exchange in the United States.Things to note about Ivy E Equity performance evaluation
Checking the ongoing alerts about Ivy E for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Ivy E Equity 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 99.77% of its assets under management (AUM) in equities |
- Analyzing Ivy E'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 E's stock is overvalued or undervalued compared to its peers.
- Examining Ivy E'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 E's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Ivy E's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Ivy E's mutual fund. These opinions can provide insight into Ivy E's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Ivy Mutual Fund
Ivy E 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 E security.
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