Ivy Science And Fund Manager Performance Evaluation
| ISTNX Fund | USD 81.47 0.27 0.33% |
The fund retains a Market Volatility (i.e., Beta) of 1.05, which attests to a somewhat significant risk relative to the market. Ivy Science returns are very sensitive to returns on the market. As the market goes up or down, Ivy Science is expected to follow.
Risk-Adjusted Performance
7 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Ivy Science And are ranked lower than 7 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Ivy Science may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio | 0.8400 |
Ivy |
Ivy Science Relative Risk vs. Return Landscape
If you would invest 7,546 in Ivy Science And on August 28, 2024 and sell it today you would earn a total of 601.00 from holding Ivy Science And or generate 7.96% return on investment over 90 days. Ivy Science And is currently producing 0.1306% returns and takes up 1.3413% volatility of returns over 90 trading days. Put another way, 11% of traded mutual funds are less volatile than Ivy, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Ivy Science Current Valuation
Fairly Valued
Today
Please note that Ivy Science's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Ivy Science And retains a regular Real Value of $80.33 per share. The prevalent price of the fund is $81.47. We determine the value of Ivy Science And 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 Science is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Ivy Mutual Fund. However, Ivy Science'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 81.47 | Real 80.33 | Hype 81.47 | Naive 80.24 |
The intrinsic value of Ivy Science'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 Science'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 Science And 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 Science more accurately as focusing exclusively on Ivy Science's fundamentals will not take into account other important factors: Ivy Science Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Ivy Science's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Ivy Science And, and traders can use it to determine the average amount a Ivy Science'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 = 0.0974
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| Cash | ISTNX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 1.34 actual daily | 11 89% of assets are more volatile |
Expected Return
| 0.13 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.1 actual daily | 7 93% of assets perform better |
Based on monthly moving average Ivy Science is performing at about 7% of its full potential. 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 Science by adding it to a well-diversified portfolio.
Ivy Science Fundamentals Growth
Ivy Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Ivy Science, and Ivy Science 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 | 25.89 X | ||||
| Price To Book | 2.57 X | ||||
| Price To Sales | 1.60 X | ||||
| Total Asset | 10.17 B | ||||
About Ivy Science Performance
Evaluating Ivy Science's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Ivy Science 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 Science 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 primarily in the equity securities of science and technology companies around the globe. Under normal circumstances, it invests at least 80 percent of its net assets in securities of science or technology companies. The fund also may invest in companies that utilize science andor technology as an agent of change to significantly enhance their business opportunities. It may invest in securities issued by companies of any size, and may invest without limitation in foreign securities, including securities of issuers within emerging markets. The fund is non-diversified.Things to note about Ivy Science And performance evaluation
Checking the ongoing alerts about Ivy Science for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Ivy Science And 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 about 7.48% of its assets under management (AUM) in cash |
- Analyzing Ivy Science'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 Science's stock is overvalued or undervalued compared to its peers.
- Examining Ivy Science'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 Science's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Ivy Science's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Ivy Science's mutual fund. These opinions can provide insight into Ivy Science's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Ivy Mutual Fund
Ivy Science 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 Science security.
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