IVY SCIENCE Competition
| ISTIX Fund | USD 85.12 1.31 1.56% |
IVY SCIENCE vs SMEAD VALUE Correlation View
Moderate diversification
IVY SCIENCE currently posts a 0.35 correlation with SMEAD VALUE, indicating a Moderate diversification relationship for the active sample. In portfolio terms, the overlap shows how much shared movement remains after combining both positions.
Moving together with IVY Mutual Fund
The mean reversion principle applied to IVY SCIENCE's suggests that neither prolonged outperformance nor underperformance is permanent. Identifying the root cause of IVY SCIENCE's price dislocation is essential before acting on a mean reversion signal. The mean reversion tendency in IVY SCIENCE's price is a well-documented phenomenon in academic research. In many cases, IVY SCIENCE's price extremes present statistical patterns that have recurred historically.
IVY SCIENCE Competition Correlation Matrix
Competition correlation for Ivy Science And matters because related securities often respond to the same industry, factor, or macro drivers even when their business stories differ. This matrix is most informative when investors want to know whether adding another peer would improve diversification, increase crowding, or leave total risk largely unchanged.
| 0.37 | 0.41 | 0.47 | 0.39 | 0.31 | SLCAX | ||
| 0.37 | 0.96 | 0.88 | 0.94 | 0.92 | LBDRX | ||
| 0.41 | 0.96 | 0.9 | 0.93 | 0.87 | GQLVX | ||
| 0.47 | 0.88 | 0.9 | 0.93 | 0.87 | GMLVX | ||
| 0.39 | 0.94 | 0.93 | 0.93 | 0.97 | PAVLX | ||
| 0.31 | 0.92 | 0.87 | 0.87 | 0.97 | SMVLX | ||
Risk-Adjusted Indicators
Strong recent returns in IVY Mutual Fund do not always mean IVY SCIENCE Mutual Fund is outperforming peers on business quality. Without risk-adjusted context, investors may overweight short-term returns and underweight the volatility required to achieve them. These indicators are quantitative in nature and help investors evaluate volatility and risk-adjusted expected returns across different positions.| Mean Deviation | Jensen Alpha | Sortino Ratio | Treynor Ratio | Semi Deviation | Expected Shortfall | Potential Upside | Value @Risk | Maximum Drawdown | ||
|---|---|---|---|---|---|---|---|---|---|---|
| SLCAX | 1.79 | 0.91 | 1.11 | 0.77 | 0.00 | 1.08 | 59.94 | |||
| LBDRX | 0.54 | 0.07 | 0.12 | 0.03 | 0.68 | 1.15 | 3.47 | |||
| GQLVX | 0.61 | 0.06 | 0.09 | 0.01 | 0.77 | 1.08 | 4.20 | |||
| GMLVX | 0.97 | 0.20 | 0.13 | 0.13 | 1.35 | 2.03 | 7.82 | |||
| PAVLX | 0.55 | 0.11 | 0.15 | 0.07 | 0.71 | 1.17 | 3.06 | |||
| SMVLX | 0.64 | 0.12 | 0.17 | 0.10 | 0.68 | 1.84 | 3.74 |
IVY SCIENCE Competitive Analysis
| Better Than Average | Worse Than Peers | View Performance Chart |
IVY SCIENCE Competition Peer Performance Charts
How to Analyze IVY SCIENCE Against Peers
IVY SCIENCE's peer analysis compares IVY SCIENCE with related companies to put valuation, quality, and risk metrics in context. This helps determine whether recent performance is company-specific or broadly sector-driven. A practical workflow includes:- Set a relevant peer group: Include direct competitors and close alternatives with comparable business exposure.
- Benchmark core financials: Compare profitability, growth, capital structure, and cash flow quality.
- Check valuation dispersion: Review whether IVY SCIENCE trades at a premium or discount versus peers and why.
- Evaluate risk profile: Compare volatility, drawdowns, and correlation to avoid false diversification assumptions.
- Document the thesis: Record where IVY SCIENCE leads or lags and what catalysts could close or widen the gap.
Peer Comparison Metrics & Methodology
IVY SCIENCE's beta is lower than the peer group average, meaning its stock tends to swing less during broad market moves. Relative analysis can highlight whether current pricing already reflects peer-group strengths or weaknesses.
Inputs for Ivy Science And come from fund disclosures and market reference feeds and are mapped into a consistent reporting framework. Some fields can appear with publication lag.