Ivy Balanced Market Risk Adjusted Performance

IBNYX Fund  USD 23.74  0.16  0.67%   
Ivy Balanced market-risk-adjusted-performance technical analysis lookup allows you to check this and other technical indicators for Ivy Balanced Fund or any other equities. You can select from a set of available technical indicators by clicking on the link to the right. Please note, not all equities are covered by this module due to inconsistencies in global equity categorizations and data normalization technicques. Please check also Equity Screeners to view more equity screening tools
  
Ivy Balanced Fund has current Market Risk Adjusted Performance of 0.0414.

MRAP

 = 

ER[a] + (1/BETA - 1)

X

ER[a] - RFR)

 = 
0.0414
ER[a] = Expected return on investing in Ivy Balanced
RFR = Risk Free Rate of return. Typically T-Bill Rate
BETA = Beta of the asset with market or selected benchmark.

Ivy Balanced Market Risk Adjusted Performance Peers Comparison

Ivy Market Risk Adjusted Performance Relative To Other Indicators

Ivy Balanced Fund is rated second overall fund in market risk adjusted performance among similar funds. It is currently under evaluation in maximum drawdown among similar funds reporting about  88.96  of Maximum Drawdown per Market Risk Adjusted Performance. The ratio of Maximum Drawdown to Market Risk Adjusted Performance for Ivy Balanced Fund is roughly  88.96 
Compare Ivy Balanced to Peers

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