Ivy Asset Strategy Fund Manager Performance Evaluation
| WASAX Fund | USD 23.17 0.41 1.74% |
The fund retains a Market Volatility (i.e., Beta) of 0.46, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Ivy Asset's returns are expected to increase less than the market. However, during the bear market, the loss of holding Ivy Asset is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Ivy Asset Strategy are ranked lower than 14 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Ivy Asset showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio Date | 31st of July 2025 | |
| Expense Ratio | 1.1200 |
Ivy |
Ivy Asset Relative Risk vs. Return Landscape
If you would invest 2,033 in Ivy Asset Strategy on November 4, 2025 and sell it today you would earn a total of 284.00 from holding Ivy Asset Strategy or generate 13.97% return on investment over 90 days. Ivy Asset Strategy is currently producing 0.2216% returns and takes up 1.221% volatility of returns over 90 trading days. Put another way, 10% 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 Asset Current Valuation
Undervalued
Today
Please note that Ivy Asset's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Ivy Asset Strategy retains a regular Real Value of $24.85 per share. The prevalent price of the fund is $23.17. We determine the value of Ivy Asset Strategy 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 Asset is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Ivy Mutual Fund. However, Ivy Asset'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 23.17 | Real 24.85 | Hype 23.17 | Naive 23.86 |
The intrinsic value of Ivy Asset'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 Asset'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 Asset Strategy 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 Asset more accurately as focusing exclusively on Ivy Asset's fundamentals will not take into account other important factors: Ivy Asset Target Price Odds to finish over Current Price
The tendency of Ivy Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 23.17 | 90 days | 23.17 | about 14.62 |
Based on a normal probability distribution, the odds of Ivy Asset to move above the current price in 90 days from now is about 14.62 (This Ivy Asset Strategy probability density function shows the probability of Ivy Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Ivy Asset has a beta of 0.46. This entails as returns on the market go up, Ivy Asset average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Ivy Asset Strategy will be expected to be much smaller as well. Additionally Ivy Asset Strategy has an alpha of 0.1825, implying that it can generate a 0.18 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Ivy Asset Price Density |
| Price |
Predictive Modules for Ivy Asset
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Ivy Asset Strategy. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Ivy Asset Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Ivy Asset is not an exception. The market had few large corrections towards the Ivy Asset's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Ivy Asset Strategy, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Ivy Asset within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.18 | |
β | Beta against Dow Jones | 0.46 | |
σ | Overall volatility | 1.32 | |
Ir | Information ratio | 0.13 |
Ivy Asset Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Ivy Asset for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Ivy Asset Strategy can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Buy These 3 Small-Cap Value Mutual Funds for Exciting Returns - Intellectia AI |
Ivy Asset Fundamentals Growth
Ivy Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Ivy Asset, and Ivy Asset 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 | 21.23 X | |||
| Price To Book | 2.44 X | |||
| Price To Sales | 2.54 X | |||
| Total Asset | 1.28 B | |||
About Ivy Asset Performance
Evaluating Ivy Asset's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Ivy Asset 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 Asset 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 allocating its assets among different asset classes of varying correlation around the globe. Ivy Asset is traded on NASDAQ Exchange in the United States.Things to note about Ivy Asset Strategy performance evaluation
Checking the ongoing alerts about Ivy Asset for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Ivy Asset Strategy help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Buy These 3 Small-Cap Value Mutual Funds for Exciting Returns - Intellectia AI |
- Analyzing Ivy Asset'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 Asset's stock is overvalued or undervalued compared to its peers.
- Examining Ivy Asset'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 Asset's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Ivy Asset's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Ivy Asset's mutual fund. These opinions can provide insight into Ivy Asset's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Ivy Mutual Fund
Ivy Asset 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 Asset security.
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