Ivy Global Equity Fund Buy Hold or Sell Recommendation

IBIIX Fund  USD 8.99  0.02  0.22%   
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Ivy Global Equity is 'Strong Hold'. Macroaxis provides Ivy Global buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding IBIIX positions. The advice algorithm takes into account all of Ivy Global's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Ivy Global's buy or sell advice are summarized below:
Real Value
8.88
Hype Value
8.96
Market Value
8.99
Naive Value
9
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Ivy Global Equity given historical horizon and risk tolerance towards Ivy Global. When Macroaxis issues a 'buy' or 'sell' recommendation for Ivy Global Equity, the advice is generated through an automated system that utilizes algorithms and statistical models.
  
Check out Ivy Global Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
In addition, we conduct extensive research on individual funds such as Ivy and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards Ivy Global Equity. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in gross domestic product.

Execute Ivy Global Buy or Sell Advice

The Ivy recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Ivy Global Equity. Macroaxis does not own or have any residual interests in Ivy Global Equity or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Ivy Global's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Ivy GlobalBuy Ivy Global
Strong Hold

Market Performance

GoodDetails

Volatility

Very steadyDetails

Hype Condition

Low keyDetails

Current Valuation

Fairly ValuedDetails

Odds Of Distress

Below AverageDetails

Economic Sensitivity

Almost mirrors the marketDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Ivy Global Equity has a Risk Adjusted Performance of 0.1078, Jensen Alpha of 0.0031, Total Risk Alpha of (0.03), Sortino Ratio of 0.0055 and Treynor Ratio of 0.1273
We provide advice to complement the regular expert consensus on Ivy Global. Our dynamic recommendation engine utilizes a multidimensional algorithm to analyze the fund's potential to grow using all technical and fundamental data available at the time. Use Ivy Global price to earning, year to date return, as well as the relationship between the Year To Date Return and cash position weight to ensure your buy or sell decision on Ivy Global Equity is adequate.

Ivy Global Trading Alerts and Improvement Suggestions

The fund retains 97.01% of its assets under management (AUM) in equities

Ivy Global Returns Distribution Density

The distribution of Ivy Global's historical returns is an attempt to chart the uncertainty of Ivy Global's future price movements. The chart of the probability distribution of Ivy Global daily returns describes the distribution of returns around its average expected value. We use Ivy Global Equity price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Ivy Global returns is essential to provide solid investment advice for Ivy Global.
Mean Return
0.14
Value At Risk
-1.11
Potential Upside
1.35
Standard Deviation
0.73
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Ivy Global historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Ivy Global Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Ivy Global or Ivy Funds sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Ivy Global's price will be affected by overall mutual fund market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Ivy fund's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over NYSE Composite
0
β
Beta against NYSE Composite1.01
σ
Overall volatility
0.75
Ir
Information ratio 0.01

Ivy Global Volatility Alert

Ivy Global Equity exhibits relatively low volatility with skewness of 0.13 and kurtosis of 0.3. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Ivy Global's mutual fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Ivy Global's mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.

Ivy Global Fundamentals Vs Peers

Comparing Ivy Global's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Ivy Global's direct or indirect competition across all of the common fundamentals between Ivy Global and the related equities. This way, we can detect undervalued stocks with similar characteristics as Ivy Global or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Ivy Global's fundamental indicators could also be used in its relative valuation, which is a method of valuing Ivy Global by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Ivy Global to competition
FundamentalsIvy GlobalPeer Average
Price To Earning16.70 X6.53 X
Price To Book1.82 X0.74 X
Price To Sales1.43 X0.61 X
Annual Yield0.01 %0.29 %
Year To Date Return8.76 %0.39 %
One Year Return17.76 %4.15 %
Three Year Return6.77 %3.60 %
Five Year Return8.66 %3.24 %
Net Asset977.89 M4.11 B
Last Dividend Paid0.180.65
Cash Position Weight1.61 %10.61 %
Equity Positions Weight97.01 %63.90 %

Ivy Global Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Ivy . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.

About Ivy Global Buy or Sell Advice

When is the right time to buy or sell Ivy Global Equity? Buying financial instruments such as Ivy Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

Use Investing Ideas to Build Portfolios

In addition to having Ivy Global in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Petroleum and Natural Gas Thematic Idea Now

Petroleum and Natural Gas
Petroleum and Natural Gas Theme
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Petroleum and Natural Gas theme has 61 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Petroleum and Natural Gas Theme or any other thematic opportunities.
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Check out Ivy Global Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
You can also try the Pair Correlation module to compare performance and examine fundamental relationship between any two equity instruments.

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When running Ivy Global's price analysis, check to measure Ivy Global's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Ivy Global is operating at the current time. Most of Ivy Global's value examination focuses on studying past and present price action to predict the probability of Ivy Global's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Ivy Global's price. Additionally, you may evaluate how the addition of Ivy Global to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Ivy Global's value and its price as these two are different measures arrived at by different means. Investors typically determine if Ivy Global is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Ivy Global's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.