Ivy High Income Fund Market Value
| WHIAX Fund | USD 5.96 0.01 0.17% |
| Symbol | Ivy |
Ivy High '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 High'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 High.
| 10/27/2025 |
| 01/25/2026 |
If you would invest 0.00 in Ivy High on October 27, 2025 and sell it all today you would earn a total of 0.00 from holding Ivy High Income or generate 0.0% return on investment in Ivy High over 90 days. Ivy High is related to or competes with Delaware Investments, Franklin Federal, Nuveen Short, T Rowe, Vanguard Ultra-short-term, and Easterly Snow. The investment seeks to provide total return through a combination of high current income and capital appreciation More
Ivy High 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 High'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 High Income upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.2865 | |||
| Information Ratio | (0.29) | |||
| Maximum Drawdown | 1.19 | |||
| Value At Risk | (0.34) | |||
| Potential Upside | 0.3413 |
Ivy High Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Ivy High's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Ivy High's standard deviation. In reality, there are many statistical measures that can use Ivy High historical prices to predict the future Ivy High's volatility.| Risk Adjusted Performance | 0.0324 | |||
| Total Risk Alpha | (0.01) | |||
| Sortino Ratio | (0.22) |
Ivy High January 25, 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 | 0.0324 | |||
| Mean Deviation | 0.1437 | |||
| Semi Deviation | 0.099 | |||
| Downside Deviation | 0.2865 | |||
| Coefficient Of Variation | 1296.25 | |||
| Standard Deviation | 0.2145 | |||
| Variance | 0.046 | |||
| Information Ratio | (0.29) | |||
| Total Risk Alpha | (0.01) | |||
| Sortino Ratio | (0.22) | |||
| Maximum Drawdown | 1.19 | |||
| Value At Risk | (0.34) | |||
| Potential Upside | 0.3413 | |||
| Downside Variance | 0.0821 | |||
| Semi Variance | 0.0098 | |||
| Expected Short fall | (0.26) | |||
| Skewness | 0.3247 | |||
| Kurtosis | 1.68 |
Ivy High Income Backtested Returns
At this stage we consider Ivy Mutual Fund to be very steady. Ivy High Income holds Efficiency (Sharpe) Ratio of 0.0771, which attests that the entity had a 0.0771 % return per unit of risk over the last 3 months. We have found twenty-four technical indicators for Ivy High Income, which you can use to evaluate the volatility of the entity. Please check out Ivy High's Risk Adjusted Performance of 0.0324, coefficient of variation of 1296.25, and Mean Deviation of 0.1437 to validate if the risk estimate we provide is consistent with the expected return of 0.0165%. The fund retains a Market Volatility (i.e., Beta) of 0.0, which attests to not very significant fluctuations relative to the market. the returns on MARKET and Ivy High are completely uncorrelated.
Auto-correlation | 0.08 |
Virtually no predictability
Ivy High Income has virtually no predictability. Overlapping area represents the amount of predictability between Ivy High time series from 27th of October 2025 to 11th of December 2025 and 11th of December 2025 to 25th 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 High Income price movement. The serial correlation of 0.08 indicates that barely 8.0% of current Ivy High price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.08 | |
| Spearman Rank Test | 0.16 | |
| 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 High 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 High security.
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