Ivy Global Bond Fund Market Value
| IVSAX Fund | USD 9.23 0.01 0.11% |
| Symbol | Ivy |
Ivy Global '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 Global'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 Global.
| 10/28/2025 |
| 01/26/2026 |
If you would invest 0.00 in Ivy Global on October 28, 2025 and sell it all today you would earn a total of 0.00 from holding Ivy Global Bond or generate 0.0% return on investment in Ivy Global over 90 days. Ivy Global is related to or competes with Timothy Plan, Mfs Diversified, American Funds, Harbor Diversified, Fidelity Advisor, and Aqr Diversified. The fund invests at least 80 percent of its net assets in a diversified portfolio of bonds of foreign and U.S More
Ivy Global 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 Global'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 Global Bond upside and downside potential and time the market with a certain degree of confidence.
| Information Ratio | (0.62) | |||
| Maximum Drawdown | 0.5417 | |||
| Value At Risk | (0.32) | |||
| Potential Upside | 0.1087 |
Ivy Global Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Ivy Global's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Ivy Global's standard deviation. In reality, there are many statistical measures that can use Ivy Global historical prices to predict the future Ivy Global's volatility.| Risk Adjusted Performance | (0.08) | |||
| Jensen Alpha | (0.02) | |||
| Total Risk Alpha | (0.03) | |||
| Treynor Ratio | (0.21) |
Ivy Global January 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 | (0.08) | |||
| Market Risk Adjusted Performance | (0.20) | |||
| Mean Deviation | 0.1072 | |||
| Coefficient Of Variation | (2,115) | |||
| Standard Deviation | 0.1366 | |||
| Variance | 0.0187 | |||
| Information Ratio | (0.62) | |||
| Jensen Alpha | (0.02) | |||
| Total Risk Alpha | (0.03) | |||
| Treynor Ratio | (0.21) | |||
| Maximum Drawdown | 0.5417 | |||
| Value At Risk | (0.32) | |||
| Potential Upside | 0.1087 | |||
| Skewness | (0.73) | |||
| Kurtosis | (0.08) |
Ivy Global Bond Backtested Returns
Ivy Global Bond holds Efficiency (Sharpe) Ratio of -0.0756, which attests that the entity had a -0.0756 % return per unit of risk over the last 3 months. Ivy Global Bond exposes twenty-one different technical indicators, which can help you to evaluate volatility embedded in its price movement. Please check out Ivy Global's Market Risk Adjusted Performance of (0.20), standard deviation of 0.1366, and Risk Adjusted Performance of (0.08) to validate the risk estimate we provide. The fund retains a Market Volatility (i.e., Beta) of 0.0768, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Ivy Global's returns are expected to increase less than the market. However, during the bear market, the loss of holding Ivy Global is expected to be smaller as well.
Auto-correlation | -0.01 |
Very weak reverse predictability
Ivy Global Bond has very weak reverse predictability. Overlapping area represents the amount of predictability between Ivy Global time series from 28th of October 2025 to 12th of December 2025 and 12th of December 2025 to 26th 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 Global Bond price movement. The serial correlation of -0.01 indicates that just 1.0% of current Ivy Global price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.01 | |
| Spearman Rank Test | 0.11 | |
| Residual Average | 0.0 | |
| Price Variance | 0.0 |
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 Global 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 Global security.
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