Ivy Energy Fund Quote
| IEYCX Fund | USD 8.28 0.04 0.49% |
Performance6 of 100
| Odds Of DistressLess than 20
|
Ivy Energy is trading at 8.28 as of the 23rd of April 2024; that is 0.49 percent increase since the beginning of the trading day. The fund's open price was 8.24. Ivy Energy has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Ivy Energy Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 24th of January 2024 and ending today, the 23rd of April 2024. Click here to learn more.
The fund seeks to achieve its objective by investing in securities of U.S. and non-U.S. issuers, including non-dollar securities and securities of emerging market issuers. It focuses its investments on equity securities and equity-related investments and may invest in common and preferred stocks, convertible securities and warrants of companies of any market capitalization. More on Ivy Energy Fund
Moving together with Ivy Mutual Fund
| 0.87 | WRHIX | Ivy High Income | PairCorr |
| 0.7 | IMACX | Ivy Apollo Multi | PairCorr |
| 0.72 | IMAIX | Ivy Apollo Multi | PairCorr |
| 0.71 | IMAYX | Ivy Apollo Multi | PairCorr |
Ivy Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Ivy Energy's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Ivy Energy or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Ivy Funds, Large Funds, Equity Energy Funds, Equity Energy, Ivy Funds, Large, Equity Energy (View all Sectors) |
| Update Date | 31st of March 2024 |
Ivy Energy Fund [IEYCX] is traded in USA and was established 23rd of April 2024. Ivy Energy is listed under Ivy Funds category by Fama And French industry classification. The fund is listed under Equity Energy category and is part of Ivy Funds family. Ivy Energy Fund currently has accumulated 572.67 M in assets under management (AUM) with no minimum investment requirements with the current yeild of 0.02%, while the total return for the last 3 years was 16.64%.
Check Ivy Energy Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Ivy Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Ivy Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Ivy Energy Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Ivy Energy Fund Mutual Fund Constituents
| CHX | ChampionX | Stock | Energy |
| BKR | Baker Hughes Co | Stock | Energy |
| WLL | Whiting Petroleum | Stock | Oil & Gas E&P |
| RES | RPC Inc | Stock | Energy |
| MPC | Marathon Petroleum Corp | Stock | Energy |
| CVX | Chevron Corp | Stock | Energy |
| DVN | Devon Energy | Stock | Energy |
Ivy Energy Target Price Odds Analysis
Based on a normal probability distribution, the odds of Ivy Energy jumping above the current price in 90 days from now is about 23.35%. The Ivy Energy Fund probability density function shows the probability of Ivy Energy mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon the mutual fund has a beta coefficient of 1.008. This usually indicates Ivy Energy Fund market returns are sensitive to returns on the market. As the market goes up or down, Ivy Energy is expected to follow. Additionally, ivy Energy Fund has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Ivy Energy to move above the current price in 90 days from now is about 23.35 (This Ivy Energy Fund probability density function shows the probability of Ivy Mutual Fund to fall within a particular range of prices over 90 days) .
Ivy Energy Fund Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Ivy Energy market risk premium is the additional return an investor will receive from holding Ivy Energy long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Ivy Energy. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Ivy Energy's alpha and beta are two of the key measurements used to evaluate Ivy Energy's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.6535 | |||
| Semi Deviation | 0.8424 | |||
| Standard Deviation | 0.8836 | |||
| Variance | 0.7807 |
Ivy Energy Against Markets
Picking the right benchmark for Ivy Energy mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Ivy Energy mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Ivy Energy is critical whether you are bullish or bearish towards Ivy Energy Fund at a given time. Please also check how Ivy Energy's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Ivy Energy without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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| All Next | Launch Module |
How to buy Ivy Mutual Fund?
Before investing in Ivy Energy, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Ivy Energy. To buy Ivy Energy fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Ivy Energy. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Ivy Energy fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Ivy Energy Fund fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Ivy Energy Fund fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Ivy Energy Fund, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Ivy Energy Fund?
The danger of trading Ivy Energy Fund is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Ivy Energy is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Ivy Energy. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Ivy Energy Fund is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Ivy Energy Fund. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in main economic indicators. Note that the Ivy Energy Fund information on this page should be used as a complementary analysis to other Ivy Energy's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Bond Analysis module to evaluate and analyze corporate bonds as a potential investment for your portfolios..