Ivy High Income Fund Manager Performance Evaluation
| IVHIX Fund | USD 5.73 -0.04 -0.69% |
The fund retains a Beta (Market Risk) of 0.0785, which indicates very low measured sensitivity to broad market movements. IVY HIGH moves in the same direction as the market but with less intensity, offering a degree of cushion during selloffs.
Risk-Adjusted Performance
Weak
Weak | Strong |
Over the last 90 days, Ivy High Income generated negative risk-adjusted returns and added little value for fund investors. The current category mapping is High Yield Bond. Despite somewhat strong forward indicators, IVY HIGH is not utilizing all of its potential. The current price disturbance may contribute to short-term losses for investors. Learn More
IVY |
Relative Risk vs. Return Landscape
If you had invested $ 583.00 in Ivy High Income on December 22, 2025 and sold it today you would have lost $ 10.00 from holding Ivy High Income or given up 1.72% of portfolio value over 90 days. Ivy High Income is currently producing negative expected returns and carries 0.2425% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds are less volatile than IVY, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Historical Prices of Ivy High Income
Below is the normalized historical share price chart for Ivy High Income extending back to April 04, 2007. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of IVY HIGH stands at 5.73, as last reported on the 22nd of March, with the highest price reaching 5.73 and the lowest price hitting 5.73 during the day.Macro event markers
Target Price Odds to finish over Current Price
For IVY Mutual Fund, the tendency of price to converge toward a long-term average provides a useful baseline for forecasting. Nonetheless, studies have found that some funds are persistently mispriced, with the spread correcting only when market dynamics shift significantly.
| Current Price | Horizon | Target Price | Odds moving above the current price in 90 days |
| 5.73 | 90 days | 5.73 | close to 99 |
Based on standard probability analysis, the odds of IVY HIGH moving above the current price in 90 days from now are close to 99 (The chart above shows the probability distribution of IVY Mutual Fund prices over the next 90 days).
IVY HIGH Price Density |
| Price |
Predictive Modules for IVY HIGH
Accurately predicting the fund market is one of the most challenging tasks in investing. For Ivy High Income, a range of forecasting tools can be applied, though none offer certainty. Despite this, systematic forecasting is a critical step in the investment process - comparing methods and results provides context to develop a more nuanced view of potential outcomes.The mean reversion principle applied to IVY HIGH's suggests that neither prolonged outperformance nor underperformance is permanent. Investors exploit this by positioning against extremes in price relative to fundamental value.
Primary Risk Indicators
The past 10-20 years have brought considerable volatility to the mutual fund market, and IVY HIGH has been no exception. Sharp price drops and strong rallies have made hedging an important tool for managing portfolio risk. Investors in Ivy High Income should monitor IVY HIGH's fundamental risk indicators to stay ahead of market swings.α | Alpha over Dow Jones | -0.0308 | |
β | Beta against Dow Jones | 0.08 | |
σ | Overall volatility | 0.04 | |
Ir | Information ratio | 0.24 |
Investor Alerts and Insights
Alerts and suggestions for IVY HIGH give investors a structured way to monitor the fund for material events. Ivy High Income notifications flag important changes in technical indicators, fundamentals, and market conditions that may warrant attention.| Ivy High Income generated a negative expected return over the last 90 days | |
| The fund retains about 16.21% of its assets under management (AUM) in fixed income securities |
IVY HIGH Fundamentals Growth
IVY Mutual Fund performance is fundamentally tied to IVY HIGH's financial health and growth outlook. Revenue and earnings trends, operating margins, and capital structure decisions all play a significant role in shaping investor expectations for IVY Mutual Fund.
| Price To Earning | 800.00 X | |||
| Price To Book | 257.07 X | |||
| Price To Sales | 0.30 X | |||
| Total Asset | 2.61 B | |||
Performance Metrics & Calculation Methodology
IVY HIGH performance is typically evaluated through NAV-based returns relative to category peers and stated objectives. Certain defensive traits may reduce sensitivity to broader macroeconomic fluctuations.
Inputs for Ivy High Income come from fund disclosures and market reference feeds and are mapped into a consistent schema for analysis. Some fields can appear with publication lag. Return and risk statistics are calculated from historical price series.