Ivy Energy's market value is the price at which a share of Ivy Energy trades on a public exchange. It measures the collective expectations of Ivy Energy Fund investors about its performance. Ivy Energy is trading at 12.22 as of the 27th of January 2026; that is 0.41 percent increase since the beginning of the trading day. The fund's open price was 12.17. With this module, you can estimate the performance of a buy and hold strategy of Ivy Energy Fund and determine expected loss or profit from investing in Ivy Energy over a given investment horizon. Check out Ivy Energy Correlation, Ivy Energy Volatility and Ivy Energy Alpha and Beta module to complement your research on Ivy Energy.
Please note, there is a significant difference between Ivy Energy's value and its price as these two are different measures arrived at by different means. Investors typically determine if Ivy Energy is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Ivy Energy'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 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.
0.00
10/29/2025
No Change 0.00
0.0
In 2 months and 31 days
01/27/2026
0.00
If you would invest 0.00 in Ivy Energy on October 29, 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 American Funds, Vanguard Ultra-short-term, Angel Oak, Riverpark Short, Hartford Municipal, Easterly Snow, and Prudential Short. The fund invests, under normal circumstances, at least 80 percent of its net assets in securities of companies within th... 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.
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.
Ivy Energy appears to be out of control, given 3 months investment horizon. Ivy Energy Fund holds Efficiency (Sharpe) Ratio of 0.24, which attests that the entity had a 0.24 % return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Ivy Energy Fund, which you can use to evaluate the volatility of the entity. Please utilize Ivy Energy's Market Risk Adjusted Performance of 0.2502, risk adjusted performance of 0.1726, and Downside Deviation of 0.836 to validate if our risk estimates are consistent with your expectations. The fund retains a Market Volatility (i.e., Beta) of 0.76, 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
0.65
Good predictability
Ivy Energy Fund has good predictability. Overlapping area represents the amount of predictability between Ivy Energy time series from 29th of October 2025 to 13th of December 2025 and 13th of December 2025 to 27th 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 Energy Fund price movement. The serial correlation of 0.65 indicates that roughly 65.0% of current Ivy Energy price fluctuation can be explain by its past prices.
Correlation Coefficient
0.65
Spearman Rank Test
0.62
Residual Average
0.0
Price Variance
0.12
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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.