Ivy Natural Resources Fund Market Value
| IGNRX Fund | USD 23.77 0.04 0.17% |
| Symbol | 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.
| 11/28/2025 |
| 02/26/2026 |
If you would invest 0.00 in Ivy Natural on November 28, 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 Ivy Large, Ivy Small, Ivy High, Ivy Small, Ivy Emerging, Ivy Small, and Ivy Asset. 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 | 1.64 | |||
| Information Ratio | 0.1756 | |||
| Maximum Drawdown | 7.02 | |||
| Value At Risk | (2.44) | |||
| Potential Upside | 2.0 |
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 | 0.1999 | |||
| Jensen Alpha | 0.3642 | |||
| Total Risk Alpha | 0.1648 | |||
| Sortino Ratio | 0.1494 | |||
| Treynor Ratio | (1.71) |
Ivy Natural February 26, 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 | 0.1999 | |||
| Market Risk Adjusted Performance | (1.70) | |||
| Mean Deviation | 1.07 | |||
| Semi Deviation | 1.29 | |||
| Downside Deviation | 1.64 | |||
| Coefficient Of Variation | 394.37 | |||
| Standard Deviation | 1.4 | |||
| Variance | 1.95 | |||
| Information Ratio | 0.1756 | |||
| Jensen Alpha | 0.3642 | |||
| Total Risk Alpha | 0.1648 | |||
| Sortino Ratio | 0.1494 | |||
| Treynor Ratio | (1.71) | |||
| Maximum Drawdown | 7.02 | |||
| Value At Risk | (2.44) | |||
| Potential Upside | 2.0 | |||
| Downside Variance | 2.69 | |||
| Semi Variance | 1.66 | |||
| Expected Short fall | (1.22) | |||
| Skewness | (0.87) | |||
| Kurtosis | 1.43 |
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 0.23, which attests that the entity had a 0.23 % return per unit of risk over the last 3 months. We have found twenty-eight 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 0.1999, downside deviation of 1.64, and Market Risk Adjusted Performance of (1.70) to validate if our risk estimates are consistent with your expectations. The fund retains a Market Volatility (i.e., Beta) of -0.2, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Ivy Natural are expected to decrease at a much lower rate. During the bear market, Ivy Natural is likely to outperform the market.
Auto-correlation | 0.72 |
Good predictability
Ivy Natural Resources has good predictability. Overlapping area represents the amount of predictability between Ivy Natural time series from 28th of November 2025 to 12th of January 2026 and 12th of January 2026 to 26th 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 0.72 indicates that around 72.0% of current Ivy Natural price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.72 | |
| Spearman Rank Test | 0.72 | |
| Residual Average | 0.0 | |
| Price Variance | 0.47 |
Also Currently Popular
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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