Ivy Mid Cap Fund Market Value
| WMGCX Fund | USD 15.23 0.02 0.13% |
| Symbol | Ivy |
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.
| 11/12/2025 |
| 02/10/2026 |
If you would invest 0.00 in Ivy Mid on November 12, 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 Siit Emerging, Artisan Emerging, Payden Emerging, Rbc Emerging, and Sp Midcap. The fund seeks to achieve its objective by investing primarily in common stocks of mid-capitalization companies that the... 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.
| Downside Deviation | 1.09 | |||
| Information Ratio | 0.0875 | |||
| Maximum Drawdown | 20.87 | |||
| Value At Risk | (1.88) | |||
| Potential Upside | 2.04 |
Ivy Mid Market Risk Indicators
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.| Risk Adjusted Performance | 0.1079 | |||
| Jensen Alpha | 0.2039 | |||
| Total Risk Alpha | 0.0306 | |||
| Sortino Ratio | 0.2045 | |||
| Treynor Ratio | 0.2548 |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Ivy Mid'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 Mid February 10, 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 | 0.1079 | |||
| Market Risk Adjusted Performance | 0.2648 | |||
| Mean Deviation | 1.11 | |||
| Semi Deviation | 0.6969 | |||
| Downside Deviation | 1.09 | |||
| Coefficient Of Variation | 793.73 | |||
| Standard Deviation | 2.56 | |||
| Variance | 6.54 | |||
| Information Ratio | 0.0875 | |||
| Jensen Alpha | 0.2039 | |||
| Total Risk Alpha | 0.0306 | |||
| Sortino Ratio | 0.2045 | |||
| Treynor Ratio | 0.2548 | |||
| Maximum Drawdown | 20.87 | |||
| Value At Risk | (1.88) | |||
| Potential Upside | 2.04 | |||
| Downside Variance | 1.2 | |||
| Semi Variance | 0.4857 | |||
| Expected Short fall | (1.32) | |||
| Skewness | 6.13 | |||
| Kurtosis | 44.84 |
Ivy Mid Cap Backtested Returns
Ivy Mid appears to be not too volatile, given 3 months investment horizon. Ivy Mid Cap 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-seven technical indicators for Ivy Mid Cap, which you can use to evaluate the volatility of the entity. Please utilize Ivy Mid's Market Risk Adjusted Performance of 0.2648, risk adjusted performance of 0.1079, and Downside Deviation of 1.09 to validate if our risk estimates are consistent with your expectations. The fund retains a Market Volatility (i.e., Beta) of 1.23, which attests to a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Ivy Mid will likely underperform.
Auto-correlation | 0.25 |
Poor predictability
Ivy Mid Cap has poor predictability. Overlapping area represents the amount of predictability between Ivy Mid time series from 12th of November 2025 to 27th of December 2025 and 27th of December 2025 to 10th 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 0.25 indicates that over 25.0% of current Ivy Mid price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.25 | |
| Spearman Rank Test | 0.29 | |
| Residual Average | 0.0 | |
| Price Variance | 0.05 |
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 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.
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