Ivy Small's market value is the price at which a share of Ivy Small trades on a public exchange. It measures the collective expectations of Ivy Small Cap investors about its performance. Ivy Small is trading at 21.95 as of the 30th of January 2026; that is 0.14 percent increase since the beginning of the trading day. The fund's open price was 21.92. With this module, you can estimate the performance of a buy and hold strategy of Ivy Small Cap and determine expected loss or profit from investing in Ivy Small over a given investment horizon. Check out Ivy Small Correlation, Ivy Small Volatility and Ivy Small Performance module to complement your research on Ivy Small.
Please note, there is a significant difference between Ivy Small's value and its price as these two are different measures arrived at by different means. Investors typically determine if Ivy Small is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Ivy Small's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.
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.
0.00
11/01/2025
No Change 0.00
0.0
In 2 months and 31 days
01/30/2026
0.00
If you would invest 0.00 in Ivy Small on November 1, 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 Saat Defensive, Rbc Emerging, Dws Emerging, Pace International, Alphacentric Symmetry, Gmo Emerging, and Franklin Emerging. The fund seeks to achieve its objective by investing primarily in various types of equity securities of small-capitaliza... 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.
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.
At this stage we consider Ivy Mutual Fund to be out of control. Ivy Small Cap holds Efficiency (Sharpe) Ratio of 0.22, which attests that the entity had a 0.22 % 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 Market Risk Adjusted Performance of 0.2051, downside deviation of 0.719, and Risk Adjusted Performance of 0.1571 to validate if the risk estimate we provide is consistent with the expected return of 0.18%. The fund retains a Market Volatility (i.e., Beta) of 0.84, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Ivy Small's returns are expected to increase less than the market. However, during the bear market, the loss of holding Ivy Small is expected to be smaller as well.
Auto-correlation
0.87
Very good predictability
Ivy Small Cap has very good predictability. Overlapping area represents the amount of predictability between Ivy Small time series from 1st of November 2025 to 16th of December 2025 and 16th of December 2025 to 30th of January 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 0.87 indicates that approximately 87.0% of current Ivy Small price fluctuation can be explain by its past prices.
Correlation Coefficient
0.87
Spearman Rank Test
0.81
Residual Average
0.0
Price Variance
0.12
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 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.