IVY ASSET Market Risk Adjusted Performance
| WASAX Fund | | | USD 22.35 -0.16 -0.71% |
Observed values used to calculate the Market Risk Adjusted Performance technical indicator for Ivy Asset Strategy. Values may reflect normalized price or volume observations.
Ivy Asset Strategy has current Market Risk Adjusted Performance of
-0.68.
MRAP | = | ER[a] + (1/BETA - 1) | X | ER[a] - RFR) |
| = | -0.68 | |
| ER[a] | = | Expected return on investing in IVY ASSET |
| RFR | = | Risk Free Rate of return. Typically T-Bill Rate |
| BETA | = | Beta of the asset with market or selected benchmark. |
IVY ASSET Market Risk Adjusted Performance Peers Comparison
IVY Market Risk Adjusted Performance Relative To Other Indicators
Ivy Asset Strategy is rated
below average in market risk adjusted performance among similar funds. It is currently under evaluation in maximum drawdown among similar funds .
Build portfolios using Macroaxis predefined set of investing ideas. Many of Macroaxis investing ideas can easily outperform a given market. Ideas can also be optimized per your risk profile before portfolio origination is invoked. Macroaxis thematic optimization helps investors identify companies most likely to benefit from changes or shifts in various micro-economic or local macro-level trends. Originating optimal thematic portfolios involves aligning investors' personal views, ideas, and beliefs with their actual investments.