Ivy Small Cap Fund Market Value
| ISPVX Fund | USD 22.76 0.31 1.34% |
| Symbol | Ivy |
Ivy Small 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Ivy Small's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Ivy Small.
| 12/04/2025 |
| 03/04/2026 |
If you would invest 0.00 in Ivy Small on December 4, 2025 and sell it all today you would earn a total of 0.00 from holding Ivy Small Cap or generate 0.0% return on investment in Ivy Small over 90 days. Ivy Small is related to or competes with Ivy Large, Ivy Small, Ivy High, Ivy Small, Ivy Emerging, Ivy Small, and Ivy Asset. The fund invests primarily in various types of equity securities of small- and mid-capitalization companies that the man... More
Ivy Small Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Ivy Small's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Ivy Small Cap upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.7632 | |||
| Information Ratio | 0.1017 | |||
| Maximum Drawdown | 4.45 | |||
| Value At Risk | (1.15) | |||
| Potential Upside | 1.36 |
Ivy Small Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Ivy Small's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Ivy Small's standard deviation. In reality, there are many statistical measures that can use Ivy Small historical prices to predict the future Ivy Small's volatility.| Risk Adjusted Performance | 0.1211 | |||
| Jensen Alpha | 0.0854 | |||
| Total Risk Alpha | 0.0794 | |||
| Sortino Ratio | 0.1074 | |||
| Treynor Ratio | 0.1307 |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Ivy Small's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Ivy Small March 4, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.1211 | |||
| Market Risk Adjusted Performance | 0.1407 | |||
| Mean Deviation | 0.6079 | |||
| Semi Deviation | 0.599 | |||
| Downside Deviation | 0.7632 | |||
| Coefficient Of Variation | 625.9 | |||
| Standard Deviation | 0.8063 | |||
| Variance | 0.6502 | |||
| Information Ratio | 0.1017 | |||
| Jensen Alpha | 0.0854 | |||
| Total Risk Alpha | 0.0794 | |||
| Sortino Ratio | 0.1074 | |||
| Treynor Ratio | 0.1307 | |||
| Maximum Drawdown | 4.45 | |||
| Value At Risk | (1.15) | |||
| Potential Upside | 1.36 | |||
| Downside Variance | 0.5825 | |||
| Semi Variance | 0.3588 | |||
| Expected Short fall | (0.70) | |||
| Skewness | 0.0897 | |||
| Kurtosis | 0.7888 |
Ivy Small Cap Backtested Returns
At this stage we consider Ivy Mutual Fund to be very steady. Ivy Small Cap holds Efficiency (Sharpe) Ratio of 0.14, which attests that the entity had a 0.14 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Ivy Small Cap, which you can use to evaluate the volatility of the entity. Please check out Ivy Small's Risk Adjusted Performance of 0.1211, market risk adjusted performance of 0.1407, and Downside Deviation of 0.7632 to validate if the risk estimate we provide is consistent with the expected return of 0.12%. The fund retains a Market Volatility (i.e., Beta) of 0.91, which attests to possible diversification benefits within a given portfolio. Ivy Small returns are very sensitive to returns on the market. As the market goes up or down, Ivy Small is expected to follow.
Auto-correlation | 0.59 |
Modest predictability
Ivy Small Cap has modest predictability. Overlapping area represents the amount of predictability between Ivy Small time series from 4th of December 2025 to 18th of January 2026 and 18th of January 2026 to 4th of March 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Ivy Small Cap price movement. The serial correlation of 0.59 indicates that roughly 59.0% of current Ivy Small price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.59 | |
| Spearman Rank Test | 0.49 | |
| Residual Average | 0.0 | |
| Price Variance | 0.09 |
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.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.
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