IMAAX Mutual Fund Buy Hold or Sell Recommendation

IMAAX
 Fund
  

USD 9.89  0.07  0.71%   

Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding IVY APOLLO MULTI-ASSET is 'Not Rated'. Macroaxis provides IVY APOLLO buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding IMAAX positions. The advice algorithm takes into account all of IVY APOLLO's available fundamental, technical, and predictive indicators you will find on this site.
  
The advice is provided from IVY APOLLO's buy-and-hold perspective. Please see IVY APOLLO 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. We conduct extensive research on individual funds such as IMAAX and provide practical buy, sell, or hold recommendation based on selected investing horizon and risk tolerance towards IVY APOLLO MULTI-ASSET.

Execute IVY APOLLO Buy or Sell Advice

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

Time Horizon

Risk Tolerance

Execute Advice
Sell IVY APOLLOBuy IVY APOLLO
Cautious Hold

Volatility

Details

Hype Condition

Details

Current Valuation

Details

Odds of Distress

Details

Economic Sensitivity

Details

Analyst Consensus

Not Available
Details
For the selected time horizon IVY APOLLO MULTI-ASSET has a Mean Deviation of 0.7358, Semi Deviation of 0.7943, Standard Deviation of 0.9373, Variance of 0.8785, Downside Variance of 0.7518 and Semi Variance of 0.6309
We provide advice to complement the regular expert consensus on IVY APOLLO. Our dynamic recommendation engine utilizes a multidimensional algorithm to analyze the fund's potential to grow using all technical and fundamental data available at this particular time. Please utilize IVY APOLLO MULTI-ASSET number of employees and last dividend paid to make buy, hold, or sell decision on IVY APOLLO.

IVY APOLLO Returns Distribution Density

The distribution of IVY APOLLO's historical returns is an attempt to chart the uncertainty of IVY APOLLO's future price movements. The chart of the probability distribution of IVY APOLLO stock daily returns describes the distribution of returns around its average expected value. We use IVY APOLLO MULTI-ASSET price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of IVY APOLLO returns is essential to provide solid investment advice for IVY APOLLO.
Mean Return0.05Value At Risk-1.07
Potential Upside1.57Standard Deviation0.94
   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 APOLLO 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 APOLLO 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 APOLLO or Delaware Funds by Macquarie 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 APOLLO'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 IMAAX 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
0.037587
β
Beta against NYSE Composite0.0353
σ
Overall volatility
0.94
Ir
Information ratio -0.06

IVY APOLLO Volatility Alert

IVY APOLLO MULTI-ASSET has low volatility with Treynor Ratio of 1.16, Maximum Drawdown of 4.14 and kurtosis of 0.87. However, we advice all investors to further analyze IVY APOLLO MULTI-ASSET to make certain all market information is desiminated and is consistent with the current expectations about IVY APOLLO upside potential. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure IVY APOLLO'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 APOLLO'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 stocks as prices fall.

IVY APOLLO Fundamentals Vs Peers

Comparing IVY APOLLO'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 APOLLO's direct or indirect competition across all of the common fundamentals between IVY APOLLO and the related equities. This way, we can detect undervalued stocks with similar characteristics as IVY APOLLO or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of IVY APOLLO's fundamental indicators could also be used in its relative valuation, which is a method of valuing IVY APOLLO by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare IVY APOLLO to competition
FundamentalsIVY APOLLOPeer Average
One Year Return(4.94) %4.15 %
Three Year Return0.64 %3.60 %
Net Asset220.66 M4.11 B
Last Dividend Paid0.070.65
Cash Position Weight1.28 %10.61 %
Equity Positions Weight58.64 %63.90 %
Bond Positions Weight3.89 %11.24 %

About IVY APOLLO Buy or Sell Advice

When is the right time to buy or sell IVY APOLLO MULTI-ASSET? Buying financial instruments such as IMAAX 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 APOLLO 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 Raw Materials Thematic Idea Now

Raw Materials
Raw Materials Theme
Companies that are involved with the development and processing of raw materials such as silver or forestry. The Raw Materials theme has 11 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 Raw Materials Theme or any other thematic opportunities.
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Please see IVY APOLLO 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. Note that the IVY APOLLO MULTI-ASSET information on this page should be used as a complementary analysis to other IVY APOLLO's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Equity Valuation module to check real value of public entities based on technical and fundamental data.

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When running IVY APOLLO MULTI-ASSET price analysis, check to measure IVY APOLLO'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 APOLLO is operating at the current time. Most of IVY APOLLO's value examination focuses on studying past and present price action to predict the probability of IVY APOLLO's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move IVY APOLLO's price. Additionally, you may evaluate how the addition of IVY APOLLO to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between IVY APOLLO's value and its price as these two are different measures arrived at by different means. Investors typically determine IVY APOLLO value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IVY APOLLO'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.