Ivy Wilshire Global Fund Manager Performance Evaluation
| IWGNX Fund | USD 8.42 0.03 0.36% |
The fund retains a Market Volatility (i.e., Beta) of 0.44, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Ivy Wilshire's returns are expected to increase less than the market. However, during the bear market, the loss of holding Ivy Wilshire is expected to be smaller as well.
Risk-Adjusted Performance
10 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Ivy Wilshire Global are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Ivy Wilshire is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.8200 |
Ivy |
Ivy Wilshire Relative Risk vs. Return Landscape
If you would invest 813.00 in Ivy Wilshire Global on September 1, 2024 and sell it today you would earn a total of 29.00 from holding Ivy Wilshire Global or generate 3.57% return on investment over 90 days. Ivy Wilshire Global is currently producing 0.0557% returns and takes up 0.4277% volatility of returns over 90 trading days. Put another way, 3% 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 Wilshire Current Valuation
Fairly Valued
Today
Please note that Ivy Wilshire's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Ivy Wilshire Global retains a regular Real Value of $8.38 per share. The prevalent price of the fund is $8.42. We determine the value of Ivy Wilshire Global 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 Wilshire is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Ivy Mutual Fund. However, Ivy Wilshire'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 8.42 | Real 8.38 | Hype 8.42 | Naive 8.45 |
The intrinsic value of Ivy Wilshire'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 Wilshire'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 Wilshire Global 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 Wilshire more accurately as focusing exclusively on Ivy Wilshire's fundamentals will not take into account other important factors: Ivy Wilshire Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Ivy Wilshire's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Ivy Wilshire Global, and traders can use it to determine the average amount a Ivy Wilshire'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 = 0.1302
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| Cash | IWGNX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.43 actual daily | 3 97% of assets are more volatile |
Expected Return
| 0.06 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.13 actual daily | 10 90% of assets perform better |
Based on monthly moving average Ivy Wilshire is performing at about 10% 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 Wilshire by adding it to a well-diversified portfolio.
Ivy Wilshire Fundamentals Growth
Ivy Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Ivy Wilshire, and Ivy Wilshire 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 | 1.04 B | ||||
About Ivy Wilshire Performance
Evaluating Ivy Wilshire's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Ivy Wilshire 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 Wilshire 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 is a fund-of-funds that seeks to achieve its objective primarily by allocating its assets among a diverse group of equity and fixed-income mutual funds, including affiliated and unaffiliated equity and fixed-income mutual funds and unaffiliated exchange-traded funds , and directly investing in stocks and bonds. Under normal circumstances, the funds policy asset mix is 65 percent invested in equities and 35 percent invested in fixed income.Things to note about Ivy Wilshire Global performance evaluation
Checking the ongoing alerts about Ivy Wilshire for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Ivy Wilshire Global 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 33.89% of its assets under management (AUM) in fixed income securities |
- Analyzing Ivy Wilshire'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 Wilshire's stock is overvalued or undervalued compared to its peers.
- Examining Ivy Wilshire'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 Wilshire's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Ivy Wilshire's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Ivy Wilshire's mutual fund. These opinions can provide insight into Ivy Wilshire's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Ivy Mutual Fund
Ivy Wilshire 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 Wilshire security.
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