Ivy Emerging Markets Fund Market Value
| IPOIX Fund | USD 23.86 0.26 1.10% |
| Symbol | Ivy |
Ivy Emerging '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 Emerging'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 Emerging.
| 10/27/2025 |
| 01/25/2026 |
If you would invest 0.00 in Ivy Emerging on October 27, 2025 and sell it all today you would earn a total of 0.00 from holding Ivy Emerging Markets or generate 0.0% return on investment in Ivy Emerging over 90 days. Ivy Emerging is related to or competes with Mesirow Financial, Msift High, Fidelity American, Saat Tax, T Rowe, and Gmo High. The fund invests, under normal circumstances, at least 80 percent of its net assets in equity securities, primarily comm... More
Ivy Emerging 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 Emerging'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 Emerging Markets upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.7761 | |||
| Information Ratio | 0.143 | |||
| Maximum Drawdown | 9.69 | |||
| Value At Risk | (1.04) | |||
| Potential Upside | 1.46 |
Ivy Emerging Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Ivy Emerging's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Ivy Emerging's standard deviation. In reality, there are many statistical measures that can use Ivy Emerging historical prices to predict the future Ivy Emerging's volatility.| Risk Adjusted Performance | 0.1549 | |||
| Jensen Alpha | 0.2114 | |||
| Total Risk Alpha | 0.1302 | |||
| Sortino Ratio | 0.2294 | |||
| Treynor Ratio | 0.4815 |
Ivy Emerging January 25, 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 | 0.1549 | |||
| Market Risk Adjusted Performance | 0.4915 | |||
| Mean Deviation | 0.6977 | |||
| Semi Deviation | 0.3554 | |||
| Downside Deviation | 0.7761 | |||
| Coefficient Of Variation | 485.68 | |||
| Standard Deviation | 1.25 | |||
| Variance | 1.55 | |||
| Information Ratio | 0.143 | |||
| Jensen Alpha | 0.2114 | |||
| Total Risk Alpha | 0.1302 | |||
| Sortino Ratio | 0.2294 | |||
| Treynor Ratio | 0.4815 | |||
| Maximum Drawdown | 9.69 | |||
| Value At Risk | (1.04) | |||
| Potential Upside | 1.46 | |||
| Downside Variance | 0.6024 | |||
| Semi Variance | 0.1263 | |||
| Expected Short fall | (0.86) | |||
| Skewness | 4.14 | |||
| Kurtosis | 26.11 |
Ivy Emerging Markets Backtested Returns
Ivy Emerging appears to be very steady, given 3 months investment horizon. Ivy Emerging Markets holds Efficiency (Sharpe) Ratio of 0.21, which attests that the entity had a 0.21 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Ivy Emerging Markets, which you can use to evaluate the volatility of the entity. Please utilize Ivy Emerging's Risk Adjusted Performance of 0.1549, market risk adjusted performance of 0.4915, and Downside Deviation of 0.7761 to validate if our risk estimates are consistent with your expectations. The fund retains a Market Volatility (i.e., Beta) of 0.51, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Ivy Emerging's returns are expected to increase less than the market. However, during the bear market, the loss of holding Ivy Emerging is expected to be smaller as well.
Auto-correlation | -0.62 |
Very good reverse predictability
Ivy Emerging Markets has very good reverse predictability. Overlapping area represents the amount of predictability between Ivy Emerging time series from 27th of October 2025 to 11th of December 2025 and 11th of December 2025 to 25th 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 Emerging Markets price movement. The serial correlation of -0.62 indicates that roughly 62.0% of current Ivy Emerging price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.62 | |
| Spearman Rank Test | -0.58 | |
| Residual Average | 0.0 | |
| Price Variance | 0.85 |
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 Emerging 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 Emerging security.
| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing | |
| Financial Widgets Easily integrated Macroaxis content with over 30 different plug-and-play financial widgets | |
| Companies Directory Evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals | |
| Equity Analysis Research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities |