IVY HIGH Total Risk Alpha
| IVHIX Fund | | | USD 5.77 -0.03 -0.52% |
The Total Risk Alpha profile for Ivy High Income is based on historical price and volume observations. All inputs reflect available trading data across supported markets. Normalization methods and data feeds may affect reported values. For portfolio construction context, review
Risk vs Return Analysis. Clearer exposure analysis supports long-term portfolio balance. The allocation shows a weighting toward Ivy High Income. The weighting is visible within the allocation breakdown. The sizing of each position reflects the overall allocation strategy. The dataset is presented as structured reference material for independent review. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as
signals in gross domestic product.
Ivy High Income has current Total Risk Alpha of
-0.0033. The total risk alpha measures the performance of an asset by comparing its returns with those of a selected benchmark portfolio.
Total Risk Alpha | = | RFR + (ER[b] - ER[a]) | x | STD[a] / STD[b] |
| = | -0.0033 | |
| ER[a] | = | Expected return on investing in IVY HIGH |
| ER[b] | = | Expected return on market index or selected benchmark |
| STD[a] | = | Standard Deviation of returns on IVY HIGH |
| STD[b] | = | Standard Deviation of selected market or benchmark |
| RFR | = | Risk Free Rate of return. Typically T-Bill Rate |
Total Risk Alpha Peers Comparison
Total Risk Alpha Relative To Other Indicators
Ivy High Income is rated
below average in total risk alpha among similar funds. It is currently under evaluation in maximum drawdown among similar funds .
The benchmark portfolio represents the market risk matched to the total risk of the stock ETF or fund.
Compare IVY HIGH to Peers
Other Technical Indicators