Ivy Small Cap Fund Price History
ISPVX Fund | USD 21.53 0.04 0.19% |
Below is the normalized historical share price chart for Ivy Small Cap 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 Small stands at 21.53, as last reported on the 29th of November, with the highest price reaching 21.53 and the lowest price hitting 21.53 during the day.
If you're considering investing in Ivy Mutual Fund, it is important to understand the factors that can impact its price. Ivy Small appears to be very steady, given 3 months investment horizon. Ivy Small Cap holds Efficiency (Sharpe) Ratio of 0.21, which attests that the entity had a 0.21% 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 utilize Ivy Small's Market Risk Adjusted Performance of 0.147, downside deviation of 0.9822, and Risk Adjusted Performance of 0.1308 to validate if our risk estimates are consistent with your expectations.
Ivy Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Ivy |
Sharpe Ratio = 0.2137
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Estimated Market Risk
1.0 actual daily | 8 92% of assets are more volatile |
Expected Return
0.21 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
0.21 actual daily | 16 84% of assets perform better |
Based on monthly moving average Ivy Small is performing at about 16% 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 Small by adding it to a well-diversified portfolio.
Ivy Small Mutual Fund Price History Chart
There are several ways to analyze Ivy Small Cap Fund price data. The simplest method is using a basic Ivy candlestick price chart, which shows Ivy Small 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 25, 2024 | 21.6 |
Lowest Price | September 6, 2024 | 18.47 |
Ivy Small November 29, 2024 Mutual Fund Price Synopsis
Various analyses of Ivy Small'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 Small 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 Small Price Action Indicator | (0.02) | |
Ivy Small Price Rate Of Daily Change | 1.00 |
Ivy Small November 29, 2024 Mutual Fund Price Analysis
Ivy Mutual Fund Price History Data
The price series of Ivy Small for the period between Sat, Aug 31, 2024 and Fri, Nov 29, 2024 has a statistical range of 3.13 with a coefficient of variation of 3.87. Under current investment horizon, the daily prices are spread out with arithmetic mean of 19.85. The median price for the last 90 days is 19.69. The company completed dividends distribution on December 12, 2019.Open | High | Low | Close | Volume | ||
11/29/2024 | 21.53 | 21.53 | 21.53 | 21.53 | ||
11/27/2024 | 21.53 | 21.53 | 21.53 | 21.53 | 1.00 | |
11/26/2024 | 21.57 | 21.57 | 21.57 | 21.57 | 1.00 | |
11/25/2024 | 21.60 | 21.60 | 21.60 | 21.60 | 1.00 | |
11/22/2024 | 21.27 | 21.27 | 21.27 | 21.27 | 1.00 | |
11/21/2024 | 20.96 | 20.96 | 20.96 | 20.96 | 1.00 | |
11/20/2024 | 20.61 | 20.61 | 20.61 | 20.61 | 1.00 | |
11/19/2024 | 20.52 | 20.52 | 20.52 | 20.52 | 1.00 | |
11/18/2024 | 20.41 | 20.41 | 20.41 | 20.41 | 1.00 | |
11/15/2024 | 20.33 | 20.33 | 20.33 | 20.33 | 1.00 | |
11/14/2024 | 20.65 | 20.65 | 20.65 | 20.65 | 1.00 | |
11/13/2024 | 20.96 | 20.96 | 20.96 | 20.96 | 1.00 | |
11/12/2024 | 20.98 | 20.98 | 20.98 | 20.98 | 1.00 | |
11/11/2024 | 21.16 | 21.16 | 21.16 | 21.16 | 1.00 | |
11/08/2024 | 21.00 | 21.00 | 21.00 | 21.00 | 1.00 | |
11/07/2024 | 20.92 | 20.92 | 20.92 | 20.92 | 1.00 | |
11/06/2024 | 20.95 | 20.95 | 20.95 | 20.95 | 1.00 | |
11/05/2024 | 20.12 | 20.12 | 20.12 | 20.12 | 1.00 | |
11/04/2024 | 19.80 | 19.80 | 19.80 | 19.80 | 1.00 | |
11/01/2024 | 19.71 | 19.71 | 19.71 | 19.71 | 1.00 | |
10/31/2024 | 19.63 | 19.63 | 19.63 | 19.63 | 1.00 | |
10/30/2024 | 19.96 | 19.96 | 19.96 | 19.96 | 1.00 | |
10/29/2024 | 19.88 | 19.88 | 19.88 | 19.88 | 1.00 | |
10/28/2024 | 19.87 | 19.87 | 19.87 | 19.87 | 1.00 | |
10/25/2024 | 19.64 | 19.64 | 19.64 | 19.64 | 1.00 | |
10/24/2024 | 19.76 | 19.76 | 19.76 | 19.76 | 1.00 | |
10/23/2024 | 19.64 | 19.64 | 19.64 | 19.64 | 1.00 | |
10/22/2024 | 19.74 | 19.74 | 19.74 | 19.74 | 1.00 | |
10/21/2024 | 19.88 | 19.88 | 19.88 | 19.88 | 1.00 | |
10/18/2024 | 20.16 | 20.16 | 20.16 | 20.16 | 1.00 | |
10/17/2024 | 20.15 | 20.15 | 20.15 | 20.15 | 1.00 | |
10/16/2024 | 20.17 | 20.17 | 20.17 | 20.17 | 1.00 | |
10/15/2024 | 19.96 | 19.96 | 19.96 | 19.96 | 1.00 | |
10/14/2024 | 19.99 | 19.99 | 19.99 | 19.99 | 1.00 | |
10/11/2024 | 19.88 | 19.88 | 19.88 | 19.88 | 1.00 | |
10/10/2024 | 19.52 | 19.52 | 19.52 | 19.52 | 1.00 | |
10/09/2024 | 19.63 | 19.63 | 19.63 | 19.63 | 1.00 | |
10/08/2024 | 19.53 | 19.53 | 19.53 | 19.53 | 1.00 | |
10/07/2024 | 19.52 | 19.52 | 19.52 | 19.52 | 1.00 | |
10/04/2024 | 19.64 | 19.64 | 19.64 | 19.64 | 1.00 | |
10/03/2024 | 19.44 | 19.44 | 19.44 | 19.44 | 1.00 | |
10/02/2024 | 19.50 | 19.50 | 19.50 | 19.50 | 1.00 | |
10/01/2024 | 19.50 | 19.50 | 19.50 | 19.50 | 1.00 | |
09/30/2024 | 19.70 | 19.70 | 19.70 | 19.70 | 1.00 | |
09/27/2024 | 19.62 | 19.62 | 19.62 | 19.62 | 1.00 | |
09/26/2024 | 19.59 | 19.59 | 19.59 | 19.59 | 1.00 | |
09/25/2024 | 19.43 | 19.43 | 19.43 | 19.43 | 1.00 | |
09/24/2024 | 19.63 | 19.63 | 19.63 | 19.63 | 1.00 | |
09/23/2024 | 19.61 | 19.61 | 19.61 | 19.61 | 1.00 | |
09/20/2024 | 19.53 | 19.53 | 19.53 | 19.53 | 1.00 | |
09/19/2024 | 19.69 | 19.69 | 19.69 | 19.69 | 1.00 | |
09/18/2024 | 19.31 | 19.31 | 19.31 | 19.31 | 1.00 | |
09/17/2024 | 19.31 | 19.31 | 19.31 | 19.31 | 1.00 | |
09/16/2024 | 19.21 | 19.21 | 19.21 | 19.21 | 1.00 | |
09/13/2024 | 19.11 | 19.11 | 19.11 | 19.11 | 1.00 | |
09/12/2024 | 18.76 | 18.76 | 18.76 | 18.76 | 1.00 | |
09/11/2024 | 18.60 | 18.60 | 18.60 | 18.60 | 1.00 | |
09/10/2024 | 18.52 | 18.52 | 18.52 | 18.52 | 1.00 | |
09/09/2024 | 18.57 | 18.57 | 18.57 | 18.57 | 1.00 | |
09/06/2024 | 18.47 | 18.47 | 18.47 | 18.47 | 1.00 | |
09/05/2024 | 18.74 | 18.74 | 18.74 | 18.74 | 1.00 |
About Ivy Small Mutual Fund history
Ivy Small 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 Small Cap 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 Small stock prices may prove useful in developing a viable investing in Ivy Small
The fund invests primarily in various types of equity securities of small- and mid-capitalization companies that the manager believes have the greatest potential for capital appreciation. At least 80 percent of the funds net assets will be invested in common stocks of small- and mid-capitalization companies. Small-capitalization companies typically are companies with market capitalizations similar to those of issuers included in the Russell 2500TM Index at the time of purchase and mid-capitalization companies are those within the market capitalization range of the Russell Midcap Index at the time of purchase.
Ivy Small Mutual Fund Technical Analysis
Ivy Small 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 Small Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Ivy Small'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 | 0.1308 | |||
Jensen Alpha | 0.0258 | |||
Total Risk Alpha | 0.0073 | |||
Sortino Ratio | 0.0489 | |||
Treynor Ratio | 0.137 |
Cycle Indicators | ||
Math Operators | ||
Math Transform | ||
Momentum Indicators | ||
Overlap Studies | ||
Pattern Recognition | ||
Price Transform | ||
Statistic Functions | ||
Volatility Indicators | ||
Volume Indicators |
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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