Ivy Mid Cap Fund Manager Performance Evaluation
| IVOSX Fund | USD 17.65 0.69 0.41% |
The fund retains a Market Volatility (i.e., Beta) of -0.19, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Ivy Mid are expected to decrease at a much lower rate. During the bear market, Ivy Mid is likely to outperform the market.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Ivy Mid Cap are ranked lower than 21 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Ivy Mid showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio | 0.7300 |
Ivy |
Ivy Mid Relative Risk vs. Return Landscape
If you would invest 1,715 in Ivy Mid Cap on April 28, 2025 and sell it today you would earn a total of 264.00 from holding Ivy Mid Cap or generate 15.39% return on investment over 90 days. Ivy Mid Cap is currently producing 0.2312% returns and takes up 0.86% volatility of returns over 90 trading days. Put another way, 7% 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 Mid Current Valuation
Overvalued
Today
Please note that Ivy Mid's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Ivy Mid Cap retains a regular Real Value of $18.7 per share. The prevalent price of the fund is $19.79. We determine the value of Ivy Mid Cap 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 Mid is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Ivy Mutual Fund. However, Ivy Mid'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 19.79 | Real 18.7 | Hype 19.78 | Naive 19.83 |
The intrinsic value of Ivy Mid'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 Mid'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 Mid Cap 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 Mid more accurately as focusing exclusively on Ivy Mid's fundamentals will not take into account other important factors: Ivy Mid Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Ivy Mid's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Ivy Mid Cap, and traders can use it to determine the average amount a Ivy Mid'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 = 0.2688
| Best Portfolio | Best Equity | |||
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| Small Returns | IVOSX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.86 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.23 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.27 actual daily | 21 79% of assets perform better |
Based on monthly moving average Ivy Mid is performing at about 21% 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 Mid by adding it to a well-diversified portfolio.
Ivy Mid Fundamentals Growth
Ivy Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Ivy Mid, and Ivy Mid 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 | 1.41 B | ||||
About Ivy Mid Performance
Evaluating Ivy Mid's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Ivy Mid 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 Mid 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 primarily in a diversified portfolio of income-producing common stocks of mid-capitalization companies that the manager believes demonstrate favorable prospects for total return. Ivy Mid is traded on NASDAQ Exchange in the United States.Things to note about Ivy Mid Cap performance evaluation
Checking the ongoing alerts about Ivy Mid for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Ivy Mid Cap 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 99.27% of its assets under management (AUM) in equities |
- Analyzing Ivy Mid'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 Mid's stock is overvalued or undervalued compared to its peers.
- Examining Ivy Mid'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 Mid's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Ivy Mid's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Ivy Mid's mutual fund. These opinions can provide insight into Ivy Mid's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Ivy Mutual Fund
Ivy Mid 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 Mid security.
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon | |
| Bonds Directory Find actively traded corporate debentures issued by US companies | |
| Equity Valuation Check real value of public entities based on technical and fundamental data |