Ivy Wilshire Global Fund Price on September 30, 2024
| IWGNX Fund | USD 8.39 0.01 0.12% |
If you're considering investing in Ivy Mutual Fund, it is important to understand the factors that can impact its price. As of today, the current price of Ivy Wilshire stands at 8.39, as last reported on the 1st of December, with the highest price reaching 8.39 and the lowest price hitting 8.39 during the day. At this stage we consider Ivy Mutual Fund to be very steady. Ivy Wilshire Global holds Efficiency (Sharpe) Ratio of 0.12, which attests that the entity had a 0.12% return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Ivy Wilshire Global, which you can use to evaluate the volatility of the entity. Please check out Ivy Wilshire's Downside Deviation of 0.4805, risk adjusted performance of 0.0819, and Market Risk Adjusted Performance of 0.995 to validate if the risk estimate we provide is consistent with the expected return of 0.0501%.
Ivy Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Ivy |
Sharpe Ratio = 0.1176
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| Negative Returns | IWGNX |
Estimated Market Risk
| 0.43 actual daily | 3 97% of assets are more volatile |
Expected Return
| 0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.12 actual daily | 9 91% of assets perform better |
Based on monthly moving average Ivy Wilshire is performing at about 9% 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 Wilshire by adding it to a well-diversified portfolio.
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Ivy Wilshire Valuation on September 30, 2024
It is possible to determine the worth of Ivy Wilshire on a given historical date. On September 30, 2024 Ivy was worth 8.35 at the beginning of the trading date compared to the closed value of 8.35. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Ivy Wilshire mutual fund. Still, in general, we apply an absolute valuation method to find Ivy Wilshire'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 Wilshire where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Ivy Wilshire's related companies.
| Open | High | Low | Close | Volume | |
| 8.38 | 8.38 | 8.38 | 8.38 | 1.00 | |
09/30/2024 | 8.35 | 8.35 | 8.35 | 8.35 | 1.00 |
| 8.32 | 8.32 | 8.32 | 8.32 | 1.00 |
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Ivy Wilshire Trading Date Momentum on September 30, 2024
| On October 01 2024 Ivy Wilshire Global was traded for 8.32 at the closing time. The highest daily price throughout the period was 8.32 and the lowest price was 8.32 . There was no trading activity during the period 1.0. Lack of trading volume on 10/01/2024 added to the next day price reduction. The trading delta at closing time to closing price of the next trading day was 0.36% . The trading delta at closing time to current closing price is 0.72% . |
Ivy Wilshire Global Fundamentals Correlations and Trends
By evaluating Ivy Wilshire'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 Wilshire'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 Wilshire Mutual Fund history
Ivy Wilshire 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 Wilshire Global 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 Wilshire stock prices may prove useful in developing a viable investing in Ivy Wilshire
The fund is a fund-of-funds that seeks to achieve its objective primarily by allocating its assets among a diverse group of affiliated equity and fixed-income mutual funds. Ivy Wilshire is traded on NASDAQ Exchange in the United States.
Ivy Wilshire Mutual Fund Technical Analysis
Ivy Wilshire 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 Wilshire Period Price Range
Low | December 1, 2024
| High |
0.00 | 0.00 |
Ivy Wilshire Global 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 Wilshire December 1, 2024 Market Strength
Market strength indicators help investors to evaluate how Ivy Wilshire 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 Wilshire shares will generate the highest return on investment. By undertsting and applying Ivy Wilshire mutual fund market strength indicators, traders can identify Ivy Wilshire Global entry and exit signals to maximize returns
Ivy Wilshire Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Ivy Wilshire'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 | 0.0819 | |||
| Jensen Alpha | 0.0349 | |||
| Total Risk Alpha | (0.03) | |||
| Sortino Ratio | (0.18) | |||
| Treynor Ratio | 0.985 |
| Cycle Indicators | ||
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| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
Other Information on Investing in Ivy Mutual Fund
Ivy Wilshire 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 Wilshire security.
| Analyst Advice Analyst recommendations and target price estimates broken down by several categories | |
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators |