Ivy Small Cap Fund Price on October 21, 2024
| WSGAX Fund | USD 14.09 0.23 1.66% |
Below is the normalized historical share price chart for Ivy Small Cap extending back to November 22, 2000. 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 Small stands at 14.09, as last reported on the 24th of November, with the highest price reaching 14.09 and the lowest price hitting 14.09 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 Small Cap holds Efficiency (Sharpe) Ratio of 0.0763, which attests that the entity had a 0.0763% return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Ivy Small Cap, which you can use to evaluate the volatility of the entity. Please check out Ivy Small's Downside Deviation of 1.21, risk adjusted performance of 0.0748, and Market Risk Adjusted Performance of 0.0848 to validate if the risk estimate we provide is consistent with the expected return of 0.0994%.
Ivy Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Ivy |
Sharpe Ratio = 0.0763
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | WSGAX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.3 actual daily | 11 89% of assets are more volatile |
Expected Return
| 0.1 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.08 actual daily | 6 94% of assets perform better |
Based on monthly moving average Ivy Small is performing at about 6% 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 Small by adding it to a well-diversified portfolio.
Ivy Small Valuation on October 21, 2024
It is possible to determine the worth of Ivy Small on a given historical date. On October 21, 2024 Ivy was worth 13.08 at the beginning of the trading date compared to the closed value of 13.08. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Ivy Small mutual fund. Still, in general, we apply an absolute valuation method to find Ivy Small'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 Small where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Ivy Small's related companies.
| Open | High | Low | Close | Volume | |
| 13.20 | 13.20 | 13.20 | 13.20 | 1.00 | |
10/21/2024 | 13.08 | 13.08 | 13.08 | 13.08 | 1.00 |
| 13.00 | 13.00 | 13.00 | 13.00 | 1.00 |
| Backtest Ivy Small | | | Ivy Small History | | | Ivy Small Valuation | Previous | Next |
Ivy Small Trading Date Momentum on October 21, 2024
| On October 22 2024 Ivy Small Cap was traded for 13.00 at the closing time. The highest daily price throughout the period was 13.00 and the lowest price was 13.00 . There was no trading activity during the period 1.0. Lack of trading volume on 10/22/2024 added to the next day price reduction. The trading price change to closing price of the next trading day was 0.61% . The trading delta at closing time to current closing price is 2.75% . |
Ivy Small Cap Fundamentals Correlations and Trends
By evaluating Ivy Small'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 Small'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 Small Mutual Fund history
Ivy Small 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 Small Cap 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 Small stock prices may prove useful in developing a viable investing in Ivy Small
The fund seeks to achieve its objective by investing, under normal circumstances, at least 80 percent of its net assets in common stocks of small-capitalization companies. For purposes of this fund, small-capitalization companies typically are companies with market capitalizations similar to those of issuers included in the Russell 2000 Growth Index over the last 13 months at the time of acquisition.
Ivy Small Mutual Fund Technical Analysis
Ivy Small 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 Small Period Price Range
Low | November 24, 2024
| High |
0.00 | 0.00 |
Ivy Small Cap 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 Small November 24, 2024 Market Strength
Market strength indicators help investors to evaluate how Ivy Small 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 Small shares will generate the highest return on investment. By undertsting and applying Ivy Small mutual fund market strength indicators, traders can identify Ivy Small Cap entry and exit signals to maximize returns
Ivy Small Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Ivy Small'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 | 0.0748 | |||
| Jensen Alpha | (0.07) | |||
| Total Risk Alpha | (0.1) | |||
| Sortino Ratio | (0.01) | |||
| Treynor Ratio | 0.0748 |
| Cycle Indicators | ||
| Math Operators | ||
| 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 Small 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 Small security.
| Bond Analysis Evaluate and analyze corporate bonds as a potential investment for your portfolios. | |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
| Portfolio File Import Quickly import all of your third-party portfolios from your local drive in csv format | |
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments |