Ivy Natural Resources Fund Price To Earning
| IGNIX Fund | USD 23.97 0.99 3.97% |
As of the 2nd of February, Ivy Natural retains the Market Risk Adjusted Performance of 0.2895, downside deviation of 1.47, and Risk Adjusted Performance of 0.1636. Ivy Natural technical analysis makes it possible for you to employ historical prices and volume momentum with the intention to determine a pattern that calculates the direction of the entity's future prices.
Ivy Natural's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Ivy Natural's valuation are provided below:Ivy Natural Resources does not presently have any fundamental trends for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. Ivy |
Ivy Natural 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Ivy Natural's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Ivy Natural.
| 11/04/2025 |
| 02/02/2026 |
If you would invest 0.00 in Ivy Natural on November 4, 2025 and sell it all today you would earn a total of 0.00 from holding Ivy Natural Resources or generate 0.0% return on investment in Ivy Natural over 90 days. Ivy Natural is related to or competes with Ab Bond, Arrow Managed, Lincoln Inflation, Aqr Managed, Ab Bond, Nationwide Inflation-protec, and Ab Bond. The fund seeks to achieve its objective by investing, under normal circumstances, at least 80 percent of its net assets ... More
Ivy Natural Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Ivy Natural's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Ivy Natural Resources upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 1.47 | |||
| Information Ratio | 0.1826 | |||
| Maximum Drawdown | 4.11 | |||
| Value At Risk | (2.08) | |||
| Potential Upside | 1.68 |
Ivy Natural Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Ivy Natural's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Ivy Natural's standard deviation. In reality, there are many statistical measures that can use Ivy Natural historical prices to predict the future Ivy Natural's volatility.| Risk Adjusted Performance | 0.1636 | |||
| Jensen Alpha | 0.2178 | |||
| Total Risk Alpha | 0.1923 | |||
| Sortino Ratio | 0.1452 | |||
| Treynor Ratio | 0.2795 |
Ivy Natural February 2, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.1636 | |||
| Market Risk Adjusted Performance | 0.2895 | |||
| Mean Deviation | 0.9035 | |||
| Semi Deviation | 1.13 | |||
| Downside Deviation | 1.47 | |||
| Coefficient Of Variation | 452.69 | |||
| Standard Deviation | 1.17 | |||
| Variance | 1.37 | |||
| Information Ratio | 0.1826 | |||
| Jensen Alpha | 0.2178 | |||
| Total Risk Alpha | 0.1923 | |||
| Sortino Ratio | 0.1452 | |||
| Treynor Ratio | 0.2795 | |||
| Maximum Drawdown | 4.11 | |||
| Value At Risk | (2.08) | |||
| Potential Upside | 1.68 | |||
| Downside Variance | 2.17 | |||
| Semi Variance | 1.29 | |||
| Expected Short fall | (0.95) | |||
| Skewness | (1.09) | |||
| Kurtosis | 1.6 |
Ivy Natural Resources Backtested Returns
Ivy Natural appears to be very steady, given 3 months investment horizon. Ivy Natural Resources holds Efficiency (Sharpe) Ratio of 0.28, which attests that the entity had a 0.28 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Ivy Natural Resources, which you can use to evaluate the volatility of the entity. Please utilize Ivy Natural's Risk Adjusted Performance of 0.1636, market risk adjusted performance of 0.2895, and Downside Deviation of 1.47 to validate if our risk estimates are consistent with your expectations. The fund retains a Market Volatility (i.e., Beta) of 0.89, which attests to possible diversification benefits within a given portfolio. Ivy Natural returns are very sensitive to returns on the market. As the market goes up or down, Ivy Natural is expected to follow.
Auto-correlation | 0.82 |
Very good predictability
Ivy Natural Resources has very good predictability. Overlapping area represents the amount of predictability between Ivy Natural time series from 4th of November 2025 to 19th of December 2025 and 19th of December 2025 to 2nd of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Ivy Natural Resources price movement. The serial correlation of 0.82 indicates that around 82.0% of current Ivy Natural price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.82 | |
| Spearman Rank Test | 0.79 | |
| Residual Average | 0.0 | |
| Price Variance | 1.18 |
Generally speaking, the Price to Earnings ratio gives investors an idea of what the market is willing to pay for the company's current earnings.
| Competition |
Based on the latest financial disclosure, Ivy Natural Resources has a Price To Earning of 3.45 times. This is much higher than that of the Ivy Funds family and significantly higher than that of the Natural Resources category. The price to earning for all United States funds is notably lower than that of the firm.
Ivy Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Ivy Natural's current stock value. Our valuation model uses many indicators to compare Ivy Natural value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Ivy Natural competition to find correlations between indicators driving Ivy Natural's intrinsic value. More Info.Ivy Natural Resources is currently considered the top fund in price to earning among similar funds. It also is currently considered the top fund in price to book among similar funds fabricating about 0.53 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Ivy Natural Resources is roughly 1.88 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Ivy Natural's earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for Ivy Natural
The fund consists of 95.67% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Ivy Natural's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors for a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will manage securities in the fund's portfolio as market conditions and the fund's objectives change.
Ivy Fundamentals
| Price To Earning | 3.45 X | ||||
| Price To Book | 1.84 X | ||||
| Price To Sales | 1.92 X | ||||
| Total Asset | 243.2 M | ||||
| Year To Date Return | 14.83 % | ||||
| One Year Return | 53.48 % | ||||
| Three Year Return | 14.40 % | ||||
| Five Year Return | 18.74 % | ||||
| Ten Year Return | (4.18) % | ||||
| Net Asset | 511.63 M | ||||
| Last Dividend Paid | 0.08 | ||||
| Cash Position Weight | 4.33 % | ||||
| Equity Positions Weight | 95.67 % |
About Ivy Natural Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Ivy Natural Resources's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Ivy Natural using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Ivy Natural Resources based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Ivy Mutual Fund
Ivy Natural 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 Natural security.
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