Ivy Balanced Fund Price on November 27, 2024
| IBNCX Fund | USD 23.81 0.13 0.55% |
Below is the normalized historical share price chart for Ivy Balanced Fund extending back to December 19, 2003. 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 Balanced stands at 23.81, as last reported on the 1st of December, with the highest price reaching 23.81 and the lowest price hitting 23.81 during the day.
If you're considering investing in Ivy Mutual Fund, it is important to understand the factors that can impact its price. At this stage we consider Ivy Mutual Fund to be very steady. Ivy Balanced holds Efficiency (Sharpe) Ratio of 0.19, which attests that the entity had a 0.19% return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Ivy Balanced, which you can use to evaluate the volatility of the entity. Please check out Ivy Balanced's Downside Deviation of 0.5682, risk adjusted performance of 0.1091, and Market Risk Adjusted Performance of 0.1271 to validate if the risk estimate we provide is consistent with the expected return of 0.0938%.
Ivy Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Ivy |
Sharpe Ratio = 0.1935
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Estimated Market Risk
| 0.48 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.09 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.19 actual daily | 15 85% of assets perform better |
Based on monthly moving average Ivy Balanced is performing at about 15% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Ivy Balanced by adding it to a well-diversified portfolio.
Ivy Balanced Valuation on November 27, 2024
It is possible to determine the worth of Ivy Balanced on a given historical date. On November 27, 2024 Ivy was worth 23.68 at the beginning of the trading date compared to the closed value of 23.68. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Ivy Balanced mutual fund. Still, in general, we apply an absolute valuation method to find Ivy Balanced's value based on its fundamental and technical indicators available within our service. As compared to an absolute model, our relative valuation model uses a comparative analysis of Ivy Balanced where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Ivy Balanced's related companies.
| Open | High | Low | Close | Volume | |
| 23.71 | 23.71 | 23.71 | 23.71 | 1.00 | |
11/27/2024 | 23.68 | 23.68 | 23.68 | 23.68 | 1.00 |
| 23.81 | 23.81 | 23.81 | 23.81 | 1.00 |
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Ivy Balanced Trading Date Momentum on November 27, 2024
| On November 29 2024 Ivy Balanced Fund was traded for 23.81 at the closing time. The highest daily price throughout the period was 23.81 and the lowest price was 23.81 . There was no trading activity during the period 1.0. Lack of trading volume on 11/29/2024 added to the next day price jump. The trading delta at closing time to closing price of the next trading day was 0.55% . The trading delta at closing time to current closing price is 0.55% . |
Ivy Balanced Fundamentals Correlations and Trends
By evaluating Ivy Balanced's financials over time, investors can gain insight into future company performance. However, you can also analyze the published financial statements to find patterns among Ivy Balanced's main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. Ivy financial account trend analysis is a perfect complement when working with valuation or volatility modules.About Ivy Balanced Mutual Fund history
Ivy Balanced investors dedicate a lot of time and effort to gaining insight into how a market's past behavior relates to its future. Access to timely market data for Ivy is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Ivy Balanced will depend on recognizing future opportunities and eliminating past mistakes. Historical data analysis is the study of market behavior over a given time. Recorded market-related data such as price, volatility, and volume can be quantified and studied over a defined period. Through a detailed examination of a market's past behavior, traders and investors can gain perspective on the inner workings of that market. The information obtained throughout analyzing Ivy Balanced stock prices may prove useful in developing a viable investing in Ivy Balanced
The fund seeks to achieve its objective by investing primarily in a diversified mix of stocks, debt securities and short-term instruments, depending on market conditions. Regarding its income-generating equity investments, it invests primarily in medium to large, well-established companies. The fund invests at least 50 percent of its total assets in equity securities including convertible securities.
Ivy Balanced Mutual Fund Technical Analysis
Ivy Balanced technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
Price Boundaries
Ivy Balanced Period Price Range
Low | December 1, 2024
| High |
0.00 | 0.00 |
Ivy Balanced Fund cannot be verified against its exchange. Please verify the symbol is currently traded on NMFQS Exchange. If you still believe the symbol you are trying to look up is valid, please let us know, and we will check it as soon as possible.
Ivy Balanced December 1, 2024 Market Strength
Market strength indicators help investors to evaluate how Ivy Balanced mutual fund reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Ivy Balanced shares will generate the highest return on investment. By undertsting and applying Ivy Balanced mutual fund market strength indicators, traders can identify Ivy Balanced Fund entry and exit signals to maximize returns
Ivy Balanced Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Ivy Balanced's price direction in advance. Along with the technical and fundamental analysis of Ivy Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Ivy to make sure they correctly time the market and exploit it's hidden potentials. Even though most predictive indicators are useful for the short-term horizon, it's virtually impossible to predict the unforeseen market. For traders with a short-term horizon, predictive indicators add value when properly applied. Long-term investors, however, may find many predictive indicators less useful.
| Risk Adjusted Performance | 0.1091 | |||
| Jensen Alpha | (0.01) | |||
| Total Risk Alpha | (0.02) | |||
| Sortino Ratio | (0.11) | |||
| Treynor Ratio | 0.1171 |
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Other Information on Investing in Ivy Mutual Fund
Ivy Balanced financial ratios help investors to determine whether Ivy Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Ivy with respect to the benefits of owning Ivy Balanced security.
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