Ivy Advantus' market value is the price at which a share of Ivy Advantus trades on a public exchange. It measures the collective expectations of Ivy Advantus Real investors about its performance. Ivy Advantus is trading at 14.51 as of the 18th of February 2026; that is 1.11 percent increase since the beginning of the trading day. The fund's open price was 14.35. With this module, you can estimate the performance of a buy and hold strategy of Ivy Advantus Real and determine expected loss or profit from investing in Ivy Advantus over a given investment horizon. Check out Ivy Advantus Correlation, Ivy Advantus Volatility and Ivy Advantus Performance module to complement your research on Ivy Advantus.
Please note, there is a significant difference between Ivy Advantus' value and its price as these two are different measures arrived at by different means. Investors typically determine if Ivy Advantus is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Ivy Advantus' 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 Advantus '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 Advantus' 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 Advantus.
0.00
11/20/2025
No Change 0.00
0.0
In 2 months and 31 days
02/18/2026
0.00
If you would invest 0.00 in Ivy Advantus on November 20, 2025 and sell it all today you would earn a total of 0.00 from holding Ivy Advantus Real or generate 0.0% return on investment in Ivy Advantus over 90 days. Ivy Advantus is related to or competes with Fidelity Series, Tax-managed, Harbor Large, Guidemark Large, Touchstone Large, Dana Large, and American Mutual. The fund to achieve its objective by investing, under normal circumstances, at least 80 percent of its net assets, plus ... More
Ivy Advantus 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 Advantus' 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 Advantus Real 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 Advantus' investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Ivy Advantus' standard deviation. In reality, there are many statistical measures that can use Ivy Advantus historical prices to predict the future Ivy Advantus' volatility.
Ivy Advantus appears to be somewhat reliable, given 3 months investment horizon. Ivy Advantus Real holds Efficiency (Sharpe) Ratio of 0.19, which attests that the entity had a 0.19 % return per unit of risk over the last 3 months. By evaluating Ivy Advantus' technical indicators, you can evaluate if the expected return of 0.64% is justified by implied risk. Please utilize Ivy Advantus' Risk Adjusted Performance of 0.1345, coefficient of variation of 626.05, and Market Risk Adjusted Performance of (11.40) to validate if our risk estimates are consistent with your expectations. The fund retains a Market Volatility (i.e., Beta) of -0.0449, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Ivy Advantus are expected to decrease at a much lower rate. During the bear market, Ivy Advantus is likely to outperform the market.
Auto-correlation
0.51
Modest predictability
Ivy Advantus Real has modest predictability. Overlapping area represents the amount of predictability between Ivy Advantus time series from 20th of November 2025 to 4th of January 2026 and 4th of January 2026 to 18th 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 Advantus Real price movement. The serial correlation of 0.51 indicates that about 51.0% of current Ivy Advantus price fluctuation can be explain by its past prices.
Correlation Coefficient
0.51
Spearman Rank Test
0.51
Residual Average
0.0
Price Variance
0.12
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Ivy Advantus 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 Advantus security.