Ivy Small Cap Fund Price History
WSGAX Fund | USD 14.09 0.23 1.66% |
Below is the normalized historical share price chart for Ivy Small Cap extending back to November 22, 2000. 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 14.09, as last reported on the 24th of November, with the highest price reaching 14.09 and the lowest price hitting 14.09 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 Small Cap holds Efficiency (Sharpe) Ratio of 0.0763, which attests that the entity had a 0.0763% 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 0.0848, risk adjusted performance of 0.0748, and Downside Deviation of 1.21 to validate if the risk estimate we provide is consistent with the expected return of 0.0994%.
Ivy Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Ivy |
Sharpe Ratio = 0.0763
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Cash | WSGAX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
1.3 actual daily | 11 89% of assets are more volatile |
Expected Return
0.1 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
0.08 actual daily | 6 94% of assets perform better |
Based on monthly moving average Ivy Small is performing at about 6% 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 22, 2024 | 14.09 |
Lowest Price | September 6, 2024 | 12.46 |
Ivy Small November 24, 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 | 0.12 | |
Ivy Small Price Rate Of Daily Change | 1.02 |
Ivy Small November 24, 2024 Mutual Fund Price Analysis
Ivy Mutual Fund Price History Data
The price series of Ivy Small for the period between Mon, Aug 26, 2024 and Sun, Nov 24, 2024 has a statistical range of 1.63 with a coefficient of variation of 2.7. The daily prices for the period are distributed with arithmetic mean of 13.15. The median price for the last 90 days is 13.1. The company paid out dividends to its shareholders on December 12, 2019.Open | High | Low | Close | Volume | ||
11/24/2024 | 14.09 | 14.09 | 14.09 | 14.09 | ||
11/22/2024 | 14.09 | 14.09 | 14.09 | 14.09 | 1.00 | |
11/21/2024 | 13.86 | 13.86 | 13.86 | 13.86 | 1.00 | |
11/20/2024 | 13.53 | 13.53 | 13.53 | 13.53 | 1.00 | |
11/19/2024 | 13.51 | 13.51 | 13.51 | 13.51 | 1.00 | |
11/18/2024 | 13.30 | 13.30 | 13.30 | 13.30 | 1.00 | |
11/15/2024 | 13.26 | 13.26 | 13.26 | 13.26 | 1.00 | |
11/14/2024 | 13.48 | 13.48 | 13.48 | 13.48 | 1.00 | |
11/13/2024 | 13.78 | 13.78 | 13.78 | 13.78 | 1.00 | |
11/12/2024 | 13.88 | 13.88 | 13.88 | 13.88 | 1.00 | |
11/11/2024 | 14.04 | 14.04 | 14.04 | 14.04 | 1.00 | |
11/08/2024 | 13.90 | 13.90 | 13.90 | 13.90 | 1.00 | |
11/07/2024 | 13.68 | 13.68 | 13.68 | 13.68 | 1.00 | |
11/06/2024 | 13.66 | 13.66 | 13.66 | 13.66 | 1.00 | |
11/05/2024 | 13.00 | 13.00 | 13.00 | 13.00 | 1.00 | |
11/04/2024 | 12.80 | 12.80 | 12.80 | 12.80 | 1.00 | |
11/01/2024 | 12.82 | 12.82 | 12.82 | 12.82 | 1.00 | |
10/31/2024 | 12.72 | 12.72 | 12.72 | 12.72 | 1.00 | |
10/30/2024 | 12.94 | 12.94 | 12.94 | 12.94 | 1.00 | |
10/29/2024 | 13.10 | 13.10 | 13.10 | 13.10 | 1.00 | |
10/28/2024 | 13.02 | 13.02 | 13.02 | 13.02 | 1.00 | |
10/25/2024 | 12.89 | 12.89 | 12.89 | 12.89 | 1.00 | |
10/24/2024 | 12.87 | 12.87 | 12.87 | 12.87 | 1.00 | |
10/23/2024 | 12.83 | 12.83 | 12.83 | 12.83 | 1.00 | |
10/22/2024 | 13.00 | 13.00 | 13.00 | 13.00 | 1.00 | |
10/21/2024 | 13.08 | 13.08 | 13.08 | 13.08 | 1.00 | |
10/18/2024 | 13.20 | 13.20 | 13.20 | 13.20 | 1.00 | |
10/17/2024 | 13.33 | 13.33 | 13.33 | 13.33 | 1.00 | |
10/16/2024 | 13.37 | 13.37 | 13.37 | 13.37 | 1.00 | |
10/15/2024 | 13.22 | 13.22 | 13.22 | 13.22 | 1.00 | |
10/14/2024 | 13.28 | 13.28 | 13.28 | 13.28 | 1.00 | |
10/11/2024 | 13.22 | 13.22 | 13.22 | 13.22 | 1.00 | |
10/10/2024 | 12.93 | 12.93 | 12.93 | 12.93 | 1.00 | |
10/09/2024 | 13.01 | 13.01 | 13.01 | 13.01 | 1.00 | |
10/08/2024 | 12.97 | 12.97 | 12.97 | 12.97 | 1.00 | |
10/07/2024 | 12.87 | 12.87 | 12.87 | 12.87 | 1.00 | |
10/04/2024 | 13.04 | 13.04 | 13.04 | 13.04 | 1.00 | |
10/03/2024 | 12.84 | 12.84 | 12.84 | 12.84 | 1.00 | |
10/02/2024 | 12.93 | 12.93 | 12.93 | 12.93 | 1.00 | |
10/01/2024 | 12.93 | 12.93 | 12.93 | 12.93 | 1.00 | |
09/30/2024 | 13.15 | 13.15 | 13.15 | 13.15 | 1.00 | |
09/27/2024 | 13.10 | 13.10 | 13.10 | 13.10 | 1.00 | |
09/26/2024 | 13.10 | 13.10 | 13.10 | 13.10 | 1.00 | |
09/25/2024 | 13.05 | 13.05 | 13.05 | 13.05 | 1.00 | |
09/24/2024 | 13.16 | 13.16 | 13.16 | 13.16 | 1.00 | |
09/23/2024 | 13.25 | 13.25 | 13.25 | 13.25 | 1.00 | |
09/20/2024 | 13.27 | 13.27 | 13.27 | 13.27 | 1.00 | |
09/19/2024 | 13.31 | 13.31 | 13.31 | 13.31 | 1.00 | |
09/18/2024 | 13.03 | 13.03 | 13.03 | 13.03 | 1.00 | |
09/17/2024 | 13.03 | 13.03 | 13.03 | 13.03 | 1.00 | |
09/16/2024 | 12.96 | 12.96 | 12.96 | 12.96 | 1.00 | |
09/13/2024 | 12.98 | 12.98 | 12.98 | 12.98 | 1.00 | |
09/12/2024 | 12.77 | 12.77 | 12.77 | 12.77 | 1.00 | |
09/11/2024 | 12.61 | 12.61 | 12.61 | 12.61 | 1.00 | |
09/10/2024 | 12.48 | 12.48 | 12.48 | 12.48 | 1.00 | |
09/09/2024 | 12.54 | 12.54 | 12.54 | 12.54 | 1.00 | |
09/06/2024 | 12.46 | 12.46 | 12.46 | 12.46 | 1.00 | |
09/05/2024 | 12.77 | 12.77 | 12.77 | 12.77 | 1.00 | |
09/04/2024 | 12.91 | 12.91 | 12.91 | 12.91 | 1.00 | |
09/03/2024 | 12.92 | 12.92 | 12.92 | 12.92 | 1.00 | |
08/30/2024 | 13.34 | 13.34 | 13.34 | 13.34 | 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 seeks to achieve its objective by investing, under normal circumstances, at least 80 percent of its net assets in common stocks of small-capitalization companies. For purposes of this fund, small-capitalization companies typically are companies with market capitalizations similar to those of issuers included in the Russell 2000 Growth Index over the last 13 months at the time of acquisition.
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 | 0.0748 | |||
Jensen Alpha | (0.07) | |||
Total Risk Alpha | (0.1) | |||
Sortino Ratio | (0.01) | |||
Treynor Ratio | 0.0748 |
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.
Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
Theme Ratings Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
Earnings Calls Check upcoming earnings announcements updated hourly across public exchanges | |
Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing |