Ivy Emerging Markets Fund Market Value

IPOIX Fund  USD 19.38  0.02  0.10%   
Ivy Emerging's market value is the price at which a share of Ivy Emerging trades on a public exchange. It measures the collective expectations of Ivy Emerging Markets investors about its performance. Ivy Emerging is trading at 19.38 as of the 23rd of December 2024; that is 0.1 percent decrease since the beginning of the trading day. The fund's open price was 19.4.
With this module, you can estimate the performance of a buy and hold strategy of Ivy Emerging Markets and determine expected loss or profit from investing in Ivy Emerging over a given investment horizon. Check out Ivy Emerging Correlation, Ivy Emerging Volatility and Ivy Emerging Alpha and Beta module to complement your research on Ivy Emerging.
Symbol

Please note, there is a significant difference between Ivy Emerging's value and its price as these two are different measures arrived at by different means. Investors typically determine if Ivy Emerging is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Ivy Emerging's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

Ivy Emerging '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 Emerging'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 Emerging.
0.00
12/29/2023
No Change 0.00  0.0 
In 11 months and 26 days
12/23/2024
0.00
If you would invest  0.00  in Ivy Emerging on December 29, 2023 and sell it all today you would earn a total of 0.00 from holding Ivy Emerging Markets or generate 0.0% return on investment in Ivy Emerging over 360 days. Ivy Emerging is related to or competes with Rational Strategic, Falcon Focus, T Rowe, Qs Large, Jhancock Disciplined, Morningstar Unconstrained, and T Rowe. The fund invests, under normal circumstances, at least 80 percent of its net assets in equity securities, primarily comm... More

Ivy Emerging 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 Emerging'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 Emerging Markets upside and downside potential and time the market with a certain degree of confidence.

Ivy Emerging Market Risk Indicators

Today, many novice investors tend to focus exclusively on investment returns with little concern for Ivy Emerging's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Ivy Emerging's standard deviation. In reality, there are many statistical measures that can use Ivy Emerging historical prices to predict the future Ivy Emerging's volatility.
Hype
Prediction
LowEstimatedHigh
18.4719.3820.29
Details
Intrinsic
Valuation
LowRealHigh
16.7317.6421.32
Details
Naive
Forecast
LowNextHigh
17.8818.7919.69
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
19.1819.9920.80
Details

Ivy Emerging Markets Backtested Returns

Ivy Emerging Markets 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. Ivy Emerging Markets exposes twenty-two different technical indicators, which can help you to evaluate volatility embedded in its price movement. Please check out Ivy Emerging's Market Risk Adjusted Performance of (0.30), risk adjusted performance of (0.05), and Standard Deviation of 0.9359 to validate the risk estimate we provide. The fund retains a Market Volatility (i.e., Beta) of 0.23, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Ivy Emerging's returns are expected to increase less than the market. However, during the bear market, the loss of holding Ivy Emerging is expected to be smaller as well.

Auto-correlation

    
  -0.29  

Weak reverse predictability

Ivy Emerging Markets has weak reverse predictability. Overlapping area represents the amount of predictability between Ivy Emerging time series from 29th of December 2023 to 26th of June 2024 and 26th of June 2024 to 23rd of December 2024. 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 Emerging Markets price movement. The serial correlation of -0.29 indicates that nearly 29.0% of current Ivy Emerging price fluctuation can be explain by its past prices.
Correlation Coefficient-0.29
Spearman Rank Test-0.1
Residual Average0.0
Price Variance0.28

Ivy Emerging Markets lagged returns against current returns

Autocorrelation, which is Ivy Emerging mutual fund's lagged correlation, explains the relationship between observations of its time series of returns over different periods of time. The observations are said to be independent if autocorrelation is zero. Autocorrelation is calculated as a function of mean and variance and can have practical application in predicting Ivy Emerging's mutual fund expected returns. We can calculate the autocorrelation of Ivy Emerging returns to help us make a trade decision. For example, suppose you find that Ivy Emerging has exhibited high autocorrelation historically, and you observe that the mutual fund is moving up for the past few days. In that case, you can expect the price movement to match the lagging time series.
   Current and Lagged Values   
       Timeline  

Ivy Emerging regressed lagged prices vs. current prices

Serial correlation can be approximated by using the Durbin-Watson (DW) test. The correlation can be either positive or negative. If Ivy Emerging mutual fund is displaying a positive serial correlation, investors will expect a positive pattern to continue. However, if Ivy Emerging mutual fund is observed to have a negative serial correlation, investors will generally project negative sentiment on having a locked-in long position in Ivy Emerging mutual fund over time.
   Current vs Lagged Prices   
       Timeline  

Ivy Emerging Lagged Returns

When evaluating Ivy Emerging's market value, investors can use the concept of autocorrelation to see how much of an impact past prices of Ivy Emerging mutual fund have on its future price. Ivy Emerging autocorrelation represents the degree of similarity between a given time horizon and a lagged version of the same horizon over the previous time interval. In other words, Ivy Emerging autocorrelation shows the relationship between Ivy Emerging mutual fund current value and its past values and can show if there is a momentum factor associated with investing in Ivy Emerging Markets.
   Regressed Prices   
       Timeline  

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 Emerging 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 Emerging security.
FinTech Suite
Use AI to screen and filter profitable investment opportunities
Efficient Frontier
Plot and analyze your portfolio and positions against risk-return landscape of the market.
Positions Ratings
Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance