Ivy Micro Cap Manager Performance
The fund retains a Market Volatility (i.e., Beta) of 0.0, which attests to not very significant fluctuations relative to the market. the returns on MARKET and Ivy Micro are completely uncorrelated.
Risk-Adjusted Performance
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Over the last 90 days Ivy Micro Cap has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong technical and fundamental indicators, Ivy Micro is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Ivy Micro Relative Risk vs. Return Landscape
If you would invest (100.00) in Ivy Micro Cap on October 10, 2024 and sell it today you would earn a total of 100.00 from holding Ivy Micro Cap or generate -100.0% return on investment over 90 days. Ivy Micro Cap 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 Micro Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Ivy Micro's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Ivy Micro Cap, and traders can use it to determine the average amount a Ivy Micro's 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
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Based on monthly moving average Ivy Micro 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 Micro by adding Ivy Micro to a well-diversified portfolio.
Ivy Micro Fundamentals Growth
Ivy Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Ivy Micro, and Ivy Micro 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 | 208.09 M | |||
Things to note about Ivy Micro Cap performance evaluation
Checking the ongoing alerts about Ivy Micro for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Ivy Micro Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Ivy Micro Cap is not yet fully synchronised with the market data | |
| Ivy Micro Cap has some characteristics of a very speculative penny stock | |
| Ivy Micro Cap has a very high chance of going through financial distress in the upcoming years | |
| The fund retains about 15.33% of its assets under management (AUM) in cash |
- Analyzing Ivy Micro'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 Micro's stock is overvalued or undervalued compared to its peers.
- Examining Ivy Micro'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 Micro's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Ivy Micro's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Ivy Micro's mutual fund. These opinions can provide insight into Ivy Micro's 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 price. You can also try the Instant Ratings module to determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance.
Other Consideration for investing in Ivy Mutual Fund
If you are still planning to invest in Ivy Micro Cap 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 Micro's history and understand the potential risks before investing.
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