Ivy Balanced Fund Price History
IBARX Fund | USD 24.07 0.11 0.46% |
Below is the normalized historical share price chart for Ivy Balanced Fund extending back to July 31, 2014. 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 Balanced stands at 24.07, as last reported on the 22nd of November, with the highest price reaching 24.07 and the lowest price hitting 24.07 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 Balanced holds Efficiency (Sharpe) Ratio of 0.11, which attests that the entity had a 0.11% return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Ivy Balanced, which you can use to evaluate the volatility of the entity. Please check out Ivy Balanced's Market Risk Adjusted Performance of 0.0901, risk adjusted performance of 0.0787, and Downside Deviation of 0.5613 to validate if the risk estimate we provide is consistent with the expected return of 0.0575%.
Ivy Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Ivy |
Sharpe Ratio = 0.1119
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Estimated Market Risk
0.51 actual daily | 4 96% of assets are more volatile |
Expected Return
0.06 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
0.11 actual daily | 8 92% of assets perform better |
Based on monthly moving average Ivy Balanced is performing at about 8% 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 Balanced by adding it to a well-diversified portfolio.
Ivy Balanced Mutual Fund Price History Chart
There are several ways to analyze Ivy Balanced Fund price data. The simplest method is using a basic Ivy candlestick price chart, which shows Ivy Balanced price history and the buying and selling dynamics of a specified period. Many traders also use subjective judgment to their trading calls, avoiding the need to trade based on technical analysis.
Highest Price | November 11, 2024 | 24.33 |
Lowest Price | September 6, 2024 | 22.72 |
Ivy Balanced November 22, 2024 Mutual Fund Price Synopsis
Various analyses of Ivy Balanced's daily price changes, such as its Balance Of Power or Price Action, are crucial when deciding whether to buy, hold, or sell Ivy Mutual Fund. It can be used to describe the percentage change in the price of Ivy Balanced from one trading day to the next and could be a valuable metric for traders and investors to gauge the volatility and momentum of Ivy Mutual Fund.Ivy Balanced Price Rate Of Daily Change | 1.00 | |
Ivy Balanced Price Action Indicator | 0.05 |
Ivy Balanced November 22, 2024 Mutual Fund Price Analysis
Ivy Mutual Fund Price History Data
The price series of Ivy Balanced for the period between Sat, Aug 24, 2024 and Fri, Nov 22, 2024 has a statistical range of 1.61 with a coefficient of variation of 1.59. Under current investment horizon, the daily prices are spread out with arithmetic mean of 23.6. The median price for the last 90 days is 23.65. The company completed dividends distribution on 16th of September 2021.Open | High | Low | Close | Volume | ||
11/22/2024 | 24.07 | 24.07 | 24.07 | 24.07 | ||
11/21/2024 | 24.07 | 24.07 | 24.07 | 24.07 | 1.00 | |
11/20/2024 | 23.96 | 23.96 | 23.96 | 23.96 | 1.00 | |
11/19/2024 | 23.96 | 23.96 | 23.96 | 23.96 | 1.00 | |
11/18/2024 | 23.90 | 23.90 | 23.90 | 23.90 | 1.00 | |
11/15/2024 | 23.84 | 23.84 | 23.84 | 23.84 | 1.00 | |
11/14/2024 | 24.05 | 24.05 | 24.05 | 24.05 | 1.00 | |
11/13/2024 | 24.17 | 24.17 | 24.17 | 24.17 | 1.00 | |
11/12/2024 | 24.21 | 24.21 | 24.21 | 24.21 | 1.00 | |
11/11/2024 | 24.33 | 24.33 | 24.33 | 24.33 | 1.00 | |
11/08/2024 | 24.32 | 24.32 | 24.32 | 24.32 | 1.00 | |
11/07/2024 | 24.24 | 24.24 | 24.24 | 24.24 | 1.00 | |
11/06/2024 | 24.08 | 24.08 | 24.08 | 24.08 | 1.00 | |
11/05/2024 | 23.71 | 23.71 | 23.71 | 23.71 | 1.00 | |
11/04/2024 | 23.50 | 23.50 | 23.50 | 23.50 | 1.00 | |
11/01/2024 | 23.50 | 23.50 | 23.50 | 23.50 | 1.00 | |
10/31/2024 | 23.45 | 23.45 | 23.45 | 23.45 | 1.00 | |
10/30/2024 | 23.73 | 23.73 | 23.73 | 23.73 | 1.00 | |
10/29/2024 | 23.76 | 23.76 | 23.76 | 23.76 | 1.00 | |
10/28/2024 | 23.73 | 23.73 | 23.73 | 23.73 | 1.00 | |
10/25/2024 | 23.71 | 23.71 | 23.71 | 23.71 | 1.00 | |
10/24/2024 | 23.75 | 23.75 | 23.75 | 23.75 | 1.00 | |
10/23/2024 | 23.75 | 23.75 | 23.75 | 23.75 | 1.00 | |
10/22/2024 | 23.88 | 23.88 | 23.88 | 23.88 | 1.00 | |
10/21/2024 | 23.94 | 23.94 | 23.94 | 23.94 | 1.00 | |
10/18/2024 | 24.02 | 24.02 | 24.02 | 24.02 | 1.00 | |
10/17/2024 | 23.96 | 23.96 | 23.96 | 23.96 | 1.00 | |
10/16/2024 | 23.91 | 23.91 | 23.91 | 23.91 | 1.00 | |
10/15/2024 | 23.80 | 23.80 | 23.80 | 23.80 | 1.00 | |
10/14/2024 | 23.91 | 23.91 | 23.91 | 23.91 | 1.00 | |
10/11/2024 | 23.79 | 23.79 | 23.79 | 23.79 | 1.00 | |
10/10/2024 | 23.65 | 23.65 | 23.65 | 23.65 | 1.00 | |
10/09/2024 | 23.69 | 23.69 | 23.69 | 23.69 | 1.00 | |
10/08/2024 | 23.59 | 23.59 | 23.59 | 23.59 | 1.00 | |
10/07/2024 | 23.45 | 23.45 | 23.45 | 23.45 | 1.00 | |
10/04/2024 | 23.62 | 23.62 | 23.62 | 23.62 | 1.00 | |
10/03/2024 | 23.55 | 23.55 | 23.55 | 23.55 | 1.00 | |
10/02/2024 | 23.62 | 23.62 | 23.62 | 23.62 | 1.00 | |
10/01/2024 | 23.61 | 23.61 | 23.61 | 23.61 | 1.00 | |
09/30/2024 | 23.70 | 23.70 | 23.70 | 23.70 | 1.00 | |
09/27/2024 | 23.69 | 23.69 | 23.69 | 23.69 | 1.00 | |
09/26/2024 | 23.71 | 23.71 | 23.71 | 23.71 | 1.00 | |
09/25/2024 | 23.61 | 23.61 | 23.61 | 23.61 | 1.00 | |
09/24/2024 | 23.65 | 23.65 | 23.65 | 23.65 | 1.00 | |
09/23/2024 | 23.60 | 23.60 | 23.60 | 23.60 | 1.00 | |
09/20/2024 | 23.57 | 23.57 | 23.57 | 23.57 | 1.00 | |
09/19/2024 | 23.61 | 23.61 | 23.61 | 23.61 | 1.00 | |
09/18/2024 | 23.33 | 23.33 | 23.33 | 23.33 | 1.00 | |
09/17/2024 | 23.40 | 23.40 | 23.40 | 23.40 | 1.00 | |
09/16/2024 | 23.40 | 23.40 | 23.40 | 23.40 | 1.00 | |
09/13/2024 | 23.33 | 23.33 | 23.33 | 23.33 | 1.00 | |
09/12/2024 | 23.20 | 23.20 | 23.20 | 23.20 | 1.00 | |
09/11/2024 | 23.11 | 23.11 | 23.11 | 23.11 | 1.00 | |
09/10/2024 | 22.96 | 22.96 | 22.96 | 22.96 | 1.00 | |
09/09/2024 | 22.91 | 22.91 | 22.91 | 22.91 | 1.00 | |
09/06/2024 | 22.72 | 22.72 | 22.72 | 22.72 | 1.00 | |
09/05/2024 | 22.95 | 22.95 | 22.95 | 22.95 | 1.00 | |
09/04/2024 | 22.96 | 22.96 | 22.96 | 22.96 | 1.00 | |
09/03/2024 | 22.93 | 22.93 | 22.93 | 22.93 | 1.00 | |
08/30/2024 | 23.26 | 23.26 | 23.26 | 23.26 | 1.00 | |
08/29/2024 | 23.15 | 23.15 | 23.15 | 23.15 | 1.00 |
About Ivy Balanced Mutual Fund history
Ivy Balanced 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 Balanced 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 Balanced stock prices may prove useful in developing a viable investing in Ivy Balanced
The fund seeks to achieve its objective by investing primarily in a diversified mix of stocks, debt securities and short-term instruments, depending on market conditions. Regarding its income-generating equity investments, it invests primarily in medium to large, well-established companies. The fund invests at least 50 percent of its total assets in equity securities including convertible securities.
Ivy Balanced Mutual Fund Technical Analysis
Ivy Balanced 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.
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Ivy Balanced Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Ivy Balanced'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 | 0.0787 | |||
Jensen Alpha | (0.01) | |||
Total Risk Alpha | (0.02) | |||
Sortino Ratio | (0.09) | |||
Treynor Ratio | 0.0801 |
Cycle Indicators | ||
Math Operators | ||
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Momentum Indicators | ||
Overlap Studies | ||
Pattern Recognition | ||
Price Transform | ||
Statistic Functions | ||
Volatility Indicators | ||
Volume Indicators |
Other Information on Investing in Ivy Mutual Fund
Ivy Balanced 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 Balanced security.
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