Ivy E Equity Fund Market Value
| WCEAX Fund | USD 17.06 0.13 0.77% |
| Symbol | Ivy |
Ivy Core '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 Core'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 Core.
| 12/05/2025 |
| 03/05/2026 |
If you would invest 0.00 in Ivy Core on December 5, 2025 and sell it all today you would earn a total of 0.00 from holding Ivy E Equity or generate 0.0% return on investment in Ivy Core over 90 days. Ivy Core is related to or competes with Ivy Asset, Ivy Small, Ivy Science, Delaware National, Delaware Tax-free, First Investors, and First Investors. The fund seeks to achieve its objective by investing, under normal circumstances, at least 80 percent of its net assets ... More
Ivy Core 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 Core'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 E Equity upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.9065 | |||
| Information Ratio | 0.0998 | |||
| Maximum Drawdown | 17.19 | |||
| Value At Risk | (1.36) | |||
| Potential Upside | 0.9895 |
Ivy Core Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Ivy Core's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Ivy Core's standard deviation. In reality, there are many statistical measures that can use Ivy Core historical prices to predict the future Ivy Core's volatility.| Risk Adjusted Performance | 0.098 | |||
| Jensen Alpha | 0.2112 | |||
| Total Risk Alpha | 0.1417 | |||
| Sortino Ratio | 0.2179 | |||
| Treynor Ratio | 0.3871 |
Ivy Core March 5, 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 | 0.098 | |||
| Market Risk Adjusted Performance | 0.3971 | |||
| Mean Deviation | 0.8367 | |||
| Semi Deviation | 0.5909 | |||
| Downside Deviation | 0.9065 | |||
| Coefficient Of Variation | 819.35 | |||
| Standard Deviation | 1.98 | |||
| Variance | 3.92 | |||
| Information Ratio | 0.0998 | |||
| Jensen Alpha | 0.2112 | |||
| Total Risk Alpha | 0.1417 | |||
| Sortino Ratio | 0.2179 | |||
| Treynor Ratio | 0.3871 | |||
| Maximum Drawdown | 17.19 | |||
| Value At Risk | (1.36) | |||
| Potential Upside | 0.9895 | |||
| Downside Variance | 0.8217 | |||
| Semi Variance | 0.3492 | |||
| Expected Short fall | (0.96) | |||
| Skewness | 6.23 | |||
| Kurtosis | 46.35 |
Ivy E Equity Backtested Returns
Ivy Core appears to be not too volatile, given 3 months investment horizon. Ivy E Equity holds Efficiency (Sharpe) Ratio of 0.12, which attests that the entity had a 0.12 % return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Ivy E Equity, which you can use to evaluate the volatility of the entity. Please utilize Ivy Core's Downside Deviation of 0.9065, risk adjusted performance of 0.098, and Market Risk Adjusted Performance of 0.3971 to validate if our risk estimates are consistent with your expectations. The fund retains a Market Volatility (i.e., Beta) of 0.6, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Ivy Core's returns are expected to increase less than the market. However, during the bear market, the loss of holding Ivy Core is expected to be smaller as well.
Auto-correlation | -0.3 |
Weak reverse predictability
Ivy E Equity has weak reverse predictability. Overlapping area represents the amount of predictability between Ivy Core time series from 5th of December 2025 to 19th of January 2026 and 19th of January 2026 to 5th of March 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 E Equity price movement. The serial correlation of -0.3 indicates that nearly 30.0% of current Ivy Core price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.3 | |
| Spearman Rank Test | -0.49 | |
| Residual Average | 0.0 | |
| Price Variance | 0.03 |
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 Core 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 Core security.
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