Ivy Energy Fund Manager Performance Evaluation
| IVEIX Fund | USD 12.17 0.04 0.33% |
The fund retains a Market Volatility (i.e., Beta) of 0.76, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Ivy Energy's returns are expected to increase less than the market. However, during the bear market, the loss of holding Ivy Energy is expected to be smaller as well.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Ivy Energy Fund are ranked lower than 17 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Ivy Energy may actually be approaching a critical reversion point that can send shares even higher in February 2026.
...moreIvy |
Ivy Energy Relative Risk vs. Return Landscape
If you would invest 1,089 in Ivy Energy Fund on October 28, 2025 and sell it today you would earn a total of 128.00 from holding Ivy Energy Fund or generate 11.75% return on investment over 90 days. Ivy Energy Fund is currently producing 0.1857% returns and takes up 0.8231% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Ivy, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Ivy Energy Current Valuation
Undervalued
Today
Please note that Ivy Energy's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Ivy Energy Fund retains a regular Real Value of $13.66 per share. The prevalent price of the fund is $12.17. We determine the value of Ivy Energy Fund 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 Energy is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Ivy Mutual Fund. However, Ivy Energy'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 12.17 | Real 13.66 | Hype 16.41 | Naive 12.22 |
The intrinsic value of Ivy Energy'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 Energy'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 Energy Fund 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 Energy more accurately as focusing exclusively on Ivy Energy's fundamentals will not take into account other important factors: Ivy Energy 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 |
| 12.17 | 90 days | 12.17 | near 1 |
Based on a normal probability distribution, the odds of Ivy Energy to move above the current price in 90 days from now is near 1 (This Ivy Energy Fund 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 Energy has a beta of 0.76. This usually indicates as returns on the market go up, Ivy Energy average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Ivy Energy Fund will be expected to be much smaller as well. Additionally Ivy Energy Fund has an alpha of 0.1282, implying that it can generate a 0.13 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Ivy Energy Price Density |
| Price |
Predictive Modules for Ivy Energy
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 Energy Fund. 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 Energy Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Ivy Energy is not an exception. The market had few large corrections towards the Ivy Energy'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 Energy Fund, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Ivy Energy within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.13 | |
β | Beta against Dow Jones | 0.76 | |
σ | Overall volatility | 0.41 | |
Ir | Information ratio | 0.13 |
Ivy Energy 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 Energy for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Ivy Energy Fund 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: Exclusive Hedge Funds Are Back on Top After a Long Alpha Winter - The Wall Street Journal | |
| The fund generated-8.0 ten year return of -8.0% | |
| Ivy Energy Fund retains 96.44% of its assets under management (AUM) in equities |
Ivy Energy Fundamentals Growth
Ivy Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Ivy Energy, and Ivy Energy 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 | 35.02 X | ||||
| Price To Book | 1.69 X | ||||
| Price To Sales | 2.17 X | ||||
| Total Asset | 209.71 M | ||||
About Ivy Energy Performance
Evaluating Ivy Energy's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Ivy Energy 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 Energy 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 in securities of U.S. and non-U.S. issuers, including non-dollar securities and securities of emerging market issuers. It focuses its investments on equity securities and equity-related investments and may invest in common and preferred stocks, convertible securities and warrants of companies of any market capitalization. The fund is non-diversified.Things to note about Ivy Energy Fund performance evaluation
Checking the ongoing alerts about Ivy Energy for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Ivy Energy Fund 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: Exclusive Hedge Funds Are Back on Top After a Long Alpha Winter - The Wall Street Journal | |
| The fund generated-8.0 ten year return of -8.0% | |
| Ivy Energy Fund retains 96.44% of its assets under management (AUM) in equities |
- Analyzing Ivy Energy'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 Energy's stock is overvalued or undervalued compared to its peers.
- Examining Ivy Energy'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 Energy's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Ivy Energy's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Ivy Energy's mutual fund. These opinions can provide insight into Ivy Energy's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Ivy Mutual Fund
Ivy Energy 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 Energy security.
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