Ivy Mid's market value is the price at which a share of Ivy Mid trades on a public exchange. It measures the collective expectations of Ivy Mid Cap investors about its performance. Ivy Mid is trading at 17.63 as of the 1st of February 2026; that is 0.56% down since the beginning of the trading day. The fund's open price was 17.73. With this module, you can estimate the performance of a buy and hold strategy of Ivy Mid Cap and determine expected loss or profit from investing in Ivy Mid over a given investment horizon. Check out Ivy Mid Correlation, Ivy Mid Volatility and Ivy Mid Performance module to complement your research on Ivy Mid.
Please note, there is a significant difference between Ivy Mid's value and its price as these two are different measures arrived at by different means. Investors typically determine if Ivy Mid is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. In contrast, Ivy Mid's trading price reflects the actual exchange value where willing buyers and sellers reach mutual agreement.
Ivy Mid '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 Mid'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 Mid.
0.00
11/03/2025
No Change 0.00
0.0
In 2 months and 31 days
02/01/2026
0.00
If you would invest 0.00 in Ivy Mid on November 3, 2025 and sell it all today you would earn a total of 0.00 from holding Ivy Mid Cap or generate 0.0% return on investment in Ivy Mid over 90 days. Ivy Mid is related to or competes with Aqr Large, Prudential Qma, American Mutual, Transamerica Large, Quantitative, Jhancock Disciplined, and Knights Of. The fund seeks to achieve its objective by investing primarily in a diversified portfolio of income-producing common sto... More
Ivy Mid 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 Mid'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 Mid Cap upside and downside potential and time the market with a certain degree of confidence.
Today, many novice investors tend to focus exclusively on investment returns with little concern for Ivy Mid's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Ivy Mid's standard deviation. In reality, there are many statistical measures that can use Ivy Mid historical prices to predict the future Ivy Mid's volatility.
Ivy Mid appears to be very steady, given 3 months investment horizon. Ivy Mid Cap holds Efficiency (Sharpe) Ratio of 0.17, which attests that the entity had a 0.17 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Ivy Mid Cap, which you can use to evaluate the volatility of the entity. Please utilize Ivy Mid's Risk Adjusted Performance of 0.1069, downside deviation of 0.8528, and Market Risk Adjusted Performance of 0.2378 to validate if our risk estimates are consistent with your expectations. The fund retains a Market Volatility (i.e., Beta) of 1.02, which attests to a somewhat significant risk relative to the market. Ivy Mid returns are very sensitive to returns on the market. As the market goes up or down, Ivy Mid is expected to follow.
Auto-correlation
0.44
Average predictability
Ivy Mid Cap has average predictability. Overlapping area represents the amount of predictability between Ivy Mid time series from 3rd of November 2025 to 18th of December 2025 and 18th of December 2025 to 1st of February 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 Mid Cap price movement. The serial correlation of 0.44 indicates that just about 44.0% of current Ivy Mid price fluctuation can be explain by its past prices.
Correlation Coefficient
0.44
Spearman Rank Test
0.51
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.
Ivy Mid 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 Mid security.