Ivy Asset Strategy Fund Market Value
| WASAX Fund | USD 23.34 0.11 0.47% |
| Symbol | Ivy |
Ivy Asset '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 Asset'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 Asset.
| 10/28/2025 |
| 01/26/2026 |
If you would invest 0.00 in Ivy Asset on October 28, 2025 and sell it all today you would earn a total of 0.00 from holding Ivy Asset Strategy or generate 0.0% return on investment in Ivy Asset over 90 days. Ivy Asset is related to or competes with Siit Ultra, Delaware Investments, Touchstone Ultra, Seix Us, Angel Oak, Cmg Ultra, and Vanguard Ultra-short-term. The fund seeks to achieve its objective by allocating its assets among different asset classes of varying correlation ar... More
Ivy Asset 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 Asset'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 Asset Strategy upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.5439 | |||
| Information Ratio | 0.1071 | |||
| Maximum Drawdown | 9.66 | |||
| Value At Risk | (0.74) | |||
| Potential Upside | 0.9247 |
Ivy Asset Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Ivy Asset's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Ivy Asset's standard deviation. In reality, there are many statistical measures that can use Ivy Asset historical prices to predict the future Ivy Asset's volatility.| Risk Adjusted Performance | 0.1317 | |||
| Jensen Alpha | 0.1643 | |||
| Total Risk Alpha | 0.0843 | |||
| Sortino Ratio | 0.228 | |||
| Treynor Ratio | 0.4681 |
Ivy Asset 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 | 0.1317 | |||
| Market Risk Adjusted Performance | 0.4781 | |||
| Mean Deviation | 0.5248 | |||
| Downside Deviation | 0.5439 | |||
| Coefficient Of Variation | 571.95 | |||
| Standard Deviation | 1.16 | |||
| Variance | 1.34 | |||
| Information Ratio | 0.1071 | |||
| Jensen Alpha | 0.1643 | |||
| Total Risk Alpha | 0.0843 | |||
| Sortino Ratio | 0.228 | |||
| Treynor Ratio | 0.4681 | |||
| Maximum Drawdown | 9.66 | |||
| Value At Risk | (0.74) | |||
| Potential Upside | 0.9247 | |||
| Downside Variance | 0.2958 | |||
| Semi Variance | (0.03) | |||
| Expected Short fall | (0.65) | |||
| Skewness | 5.93 | |||
| Kurtosis | 43.21 |
Ivy Asset Strategy Backtested Returns
Ivy Asset appears to be very steady, given 3 months investment horizon. Ivy Asset Strategy holds Efficiency (Sharpe) Ratio of 0.18, which attests that the entity had a 0.18 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Ivy Asset Strategy, which you can use to evaluate the volatility of the entity. Please utilize Ivy Asset's Market Risk Adjusted Performance of 0.4781, risk adjusted performance of 0.1317, and Coefficient Of Variation of 571.95 to validate if our risk estimates are consistent with your expectations. The fund retains a Market Volatility (i.e., Beta) of 0.41, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Ivy Asset's returns are expected to increase less than the market. However, during the bear market, the loss of holding Ivy Asset is expected to be smaller as well.
Auto-correlation | -0.17 |
Insignificant reverse predictability
Ivy Asset Strategy has insignificant reverse predictability. Overlapping area represents the amount of predictability between Ivy Asset 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 Asset Strategy price movement. The serial correlation of -0.17 indicates that over 17.0% of current Ivy Asset price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.17 | |
| Spearman Rank Test | 0.07 | |
| Residual Average | 0.0 | |
| Price Variance | 0.1 |
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 Asset 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 Asset security.
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