Ivy Energy Fund Market Value
| IVEIX Fund | USD 12.65 0.03 0.24% |
| Symbol | Ivy |
Ivy Energy '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 Energy'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 Energy.
| 11/18/2025 |
| 02/16/2026 |
If you would invest 0.00 in Ivy Energy on November 18, 2025 and sell it all today you would earn a total of 0.00 from holding Ivy Energy Fund or generate 0.0% return on investment in Ivy Energy over 90 days. Ivy Energy is related to or competes with Blackrock Lifepath, T Rowe, Saat Moderate, T Rowe, John Hancock, and T Rowe. The fund seeks to achieve its objective by investing in securities of U.S More
Ivy Energy 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 Energy'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 Energy Fund upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.9611 | |||
| Information Ratio | 0.1731 | |||
| Maximum Drawdown | 4.44 | |||
| Value At Risk | (1.26) | |||
| Potential Upside | 1.63 |
Ivy Energy Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Ivy Energy's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Ivy Energy's standard deviation. In reality, there are many statistical measures that can use Ivy Energy historical prices to predict the future Ivy Energy's volatility.| Risk Adjusted Performance | 0.2039 | |||
| Jensen Alpha | 0.1701 | |||
| Total Risk Alpha | 0.148 | |||
| Sortino Ratio | 0.1605 | |||
| Treynor Ratio | 0.2914 |
Ivy Energy February 16, 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 | 0.2039 | |||
| Market Risk Adjusted Performance | 0.3014 | |||
| Mean Deviation | 0.6749 | |||
| Semi Deviation | 0.6069 | |||
| Downside Deviation | 0.9611 | |||
| Coefficient Of Variation | 397.57 | |||
| Standard Deviation | 0.8913 | |||
| Variance | 0.7945 | |||
| Information Ratio | 0.1731 | |||
| Jensen Alpha | 0.1701 | |||
| Total Risk Alpha | 0.148 | |||
| Sortino Ratio | 0.1605 | |||
| Treynor Ratio | 0.2914 | |||
| Maximum Drawdown | 4.44 | |||
| Value At Risk | (1.26) | |||
| Potential Upside | 1.63 | |||
| Downside Variance | 0.9238 | |||
| Semi Variance | 0.3683 | |||
| Expected Short fall | (0.75) | |||
| Skewness | (0.18) | |||
| Kurtosis | 0.2702 |
Ivy Energy Fund Backtested Returns
Ivy Energy appears to be very steady, given 3 months investment horizon. Ivy Energy Fund holds Efficiency (Sharpe) Ratio of 0.29, which attests that the entity had a 0.29 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Ivy Energy Fund, which you can use to evaluate the volatility of the entity. Please utilize Ivy Energy's Risk Adjusted Performance of 0.2039, market risk adjusted performance of 0.3014, and Downside Deviation of 0.9611 to validate if our risk estimates are consistent with your expectations. The fund retains a Market Volatility (i.e., Beta) of 0.74, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Ivy Energy's returns are expected to increase less than the market. However, during the bear market, the loss of holding Ivy Energy is expected to be smaller as well.
Auto-correlation | 0.85 |
Very good predictability
Ivy Energy Fund has very good predictability. Overlapping area represents the amount of predictability between Ivy Energy time series from 18th of November 2025 to 2nd of January 2026 and 2nd of January 2026 to 16th 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 Energy Fund price movement. The serial correlation of 0.85 indicates that around 85.0% of current Ivy Energy price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.85 | |
| Spearman Rank Test | 0.85 | |
| Residual Average | 0.0 | |
| Price Variance | 0.14 |
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 Energy 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 Energy security.
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