Ivy E's market value is the price at which a share of Ivy E trades on a public exchange. It measures the collective expectations of Ivy E Equity investors about its performance. Ivy E is trading at 22.96 as of the 28th of January 2026; that is 0.61 percent increase since the beginning of the trading day. The fund's open price was 22.82. With this module, you can estimate the performance of a buy and hold strategy of Ivy E Equity and determine expected loss or profit from investing in Ivy E over a given investment horizon. Check out Ivy E Correlation, Ivy E Volatility and Ivy E Alpha and Beta module to complement your research on Ivy E.
Please note, there is a significant difference between Ivy E's value and its price as these two are different measures arrived at by different means. Investors typically determine if Ivy E is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Ivy E'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.
Ivy E '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 E'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 E.
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10/30/2025
No Change 0.00
0.0
In 3 months and 1 day
01/28/2026
0.00
If you would invest 0.00 in Ivy E on October 30, 2025 and sell it all today you would earn a total of 0.00 from holding Ivy E Equity or generate 0.0% return on investment in Ivy E over 90 days. Ivy E is related to or competes with Dodge Cox, Ab Global, Morningstar Global, T Rowe, Rbc Bluebay, and Us Global. The fund seeks to achieve its objective by investing, under normal circumstances, at least 80 percent of its net assets ... More
Ivy E 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 E'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 E Equity upside and downside potential and time the market with a certain degree of confidence.
Today, many novice investors tend to focus exclusively on investment returns with little concern for Ivy E's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Ivy E's standard deviation. In reality, there are many statistical measures that can use Ivy E historical prices to predict the future Ivy E's volatility.
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Ivy E's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Ivy E appears to be very steady, given 3 months investment horizon. Ivy E Equity holds Efficiency (Sharpe) Ratio of 0.15, which attests that the entity had a 0.15 % return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Ivy E Equity, which you can use to evaluate the volatility of the entity. Please utilize Ivy E's Risk Adjusted Performance of 0.1215, downside deviation of 0.9357, and Market Risk Adjusted Performance of 0.3688 to validate if our risk estimates are consistent with your expectations. The fund retains a Market Volatility (i.e., Beta) of 0.64, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Ivy E's returns are expected to increase less than the market. However, during the bear market, the loss of holding Ivy E is expected to be smaller as well.
Auto-correlation
-0.31
Poor reverse predictability
Ivy E Equity has poor reverse predictability. Overlapping area represents the amount of predictability between Ivy E time series from 30th of October 2025 to 14th of December 2025 and 14th of December 2025 to 28th of January 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 E Equity price movement. The serial correlation of -0.31 indicates that nearly 31.0% of current Ivy E price fluctuation can be explain by its past prices.
Correlation Coefficient
-0.31
Spearman Rank Test
-0.18
Residual Average
0.0
Price Variance
0.1
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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.
Ivy E 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 E security.