Ivy Small Cap Fund Technical Analysis
| IVVIX Fund | USD 21.79 0.16 0.73% |
As of the 1st of February, Ivy Small retains the Risk Adjusted Performance of 0.1077, downside deviation of 0.7516, and Market Risk Adjusted Performance of 0.1387. Ivy Small technical analysis makes it possible for you to employ historical prices and volume momentum with the intention to determine a pattern that calculates the direction of the entity's future prices.
Ivy Small Momentum Analysis
Momentum indicators are widely used technical indicators which help to measure the pace at which the price of specific equity, such as Ivy, fluctuates. Many momentum indicators also complement each other and can be helpful when the market is rising or falling as compared to IvyIvy |
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.
| 11/03/2025 |
| 02/01/2026 |
If you would invest 0.00 in Ivy Small on November 3, 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 Aig Government. The fund invests primarily in various types of equity securities of small- and mid-capitalization companies that the man... 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.
| Downside Deviation | 0.7516 | |||
| Information Ratio | 0.0924 | |||
| Maximum Drawdown | 3.62 | |||
| Value At Risk | (1.21) | |||
| Potential Upside | 1.49 |
Ivy Small Market Risk Indicators
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.| Risk Adjusted Performance | 0.1077 | |||
| Jensen Alpha | 0.0804 | |||
| Total Risk Alpha | 0.0709 | |||
| Sortino Ratio | 0.1004 | |||
| Treynor Ratio | 0.1287 |
Ivy Small February 1, 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 | 0.1077 | |||
| Market Risk Adjusted Performance | 0.1387 | |||
| Mean Deviation | 0.6248 | |||
| Semi Deviation | 0.6086 | |||
| Downside Deviation | 0.7516 | |||
| Coefficient Of Variation | 678.56 | |||
| Standard Deviation | 0.817 | |||
| Variance | 0.6675 | |||
| Information Ratio | 0.0924 | |||
| Jensen Alpha | 0.0804 | |||
| Total Risk Alpha | 0.0709 | |||
| Sortino Ratio | 0.1004 | |||
| Treynor Ratio | 0.1287 | |||
| Maximum Drawdown | 3.62 | |||
| Value At Risk | (1.21) | |||
| Potential Upside | 1.49 | |||
| Downside Variance | 0.5649 | |||
| Semi Variance | 0.3704 | |||
| Expected Short fall | (0.73) | |||
| Skewness | 0.2246 | |||
| Kurtosis | 0.5121 |
Ivy Small Cap Backtested Returns
At this stage we consider Ivy Mutual Fund to be very steady. Ivy Small Cap holds Efficiency (Sharpe) Ratio of 0.2, which attests that the entity had a 0.2 % 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 check out Ivy Small's Risk Adjusted Performance of 0.1077, market risk adjusted performance of 0.1387, and Downside Deviation of 0.7516 to validate if the risk estimate we provide is consistent with the expected return of 0.16%. The fund retains a Market Volatility (i.e., Beta) of 0.86, which attests to possible diversification benefits within a given portfolio. Ivy Small returns are very sensitive to returns on the market. As the market goes up or down, Ivy Small is expected to follow.
Auto-correlation | 0.72 |
Good predictability
Ivy Small Cap has good predictability. Overlapping area represents the amount of predictability between Ivy Small time series from 3rd of November 2025 to 18th of December 2025 and 18th of December 2025 to 1st 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 Small Cap price movement. The serial correlation of 0.72 indicates that around 72.0% of current Ivy Small price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.72 | |
| Spearman Rank Test | 0.7 | |
| Residual Average | 0.0 | |
| Price Variance | 0.1 |
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.
Ivy Small Cap Technical Analysis
The output start index for this execution was twenty-four with a total number of output elements of thirty-seven. The Average True Range was developed by J. Welles Wilder in 1970s. It is one of components of the Welles Wilder Directional Movement indicators. The ATR is a measure of Ivy Small Cap volatility. High ATR values indicate high volatility, and low values indicate low volatility.
About Ivy Small Technical Analysis
The technical analysis module can be used to analyzes prices, returns, volume, basic money flow, and other market information and help investors to determine the real value of Ivy Small Cap on a daily or weekly bases. We use both bottom-up as well as top-down valuation methodologies to arrive at the intrinsic value of Ivy Small Cap based on its technical analysis. In general, a bottom-up approach, as applied to this mutual fund, focuses on Ivy Small Cap price pattern first instead of the macroeconomic environment surrounding Ivy Small Cap. By analyzing Ivy Small's financials, daily price indicators, and related drivers such as dividends, momentum ratios, and various types of growth rates, we attempt to find the most accurate representation of Ivy Small's intrinsic value. As compared to a bottom-up approach, our top-down model examines the macroeconomic factors that affect the industry/economy before zooming in to Ivy Small specific price patterns or momentum indicators. Please read more on our technical analysis page.
Ivy Small February 1, 2026 Technical Indicators
Most technical analysis of Ivy help investors determine whether a current trend will continue and, if not, when it will shift. We provide a combination of tools to recognize potential entry and exit points for Ivy from various momentum indicators to cycle indicators. When you analyze Ivy charts, please remember that the event formation may indicate an entry point for a short seller, and look at different other indicators across different periods to confirm that a breakdown or reversion is likely to occur.
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.1077 | |||
| Market Risk Adjusted Performance | 0.1387 | |||
| Mean Deviation | 0.6248 | |||
| Semi Deviation | 0.6086 | |||
| Downside Deviation | 0.7516 | |||
| Coefficient Of Variation | 678.56 | |||
| Standard Deviation | 0.817 | |||
| Variance | 0.6675 | |||
| Information Ratio | 0.0924 | |||
| Jensen Alpha | 0.0804 | |||
| Total Risk Alpha | 0.0709 | |||
| Sortino Ratio | 0.1004 | |||
| Treynor Ratio | 0.1287 | |||
| Maximum Drawdown | 3.62 | |||
| Value At Risk | (1.21) | |||
| Potential Upside | 1.49 | |||
| Downside Variance | 0.5649 | |||
| Semi Variance | 0.3704 | |||
| Expected Short fall | (0.73) | |||
| Skewness | 0.2246 | |||
| Kurtosis | 0.5121 |
Ivy Small February 1, 2026 Daily Trend Indicators
Traders often use several different daily volumes and price technical indicators to supplement a more traditional technical analysis when analyzing securities such as Ivy stock. With literally thousands of different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Accumulation Distribution | 0.00 | ||
| Daily Balance Of Power | (Huge) | ||
| Rate Of Daily Change | 0.99 | ||
| Day Median Price | 21.79 | ||
| Day Typical Price | 21.79 | ||
| Price Action Indicator | (0.08) |
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.
| Earnings Calls Check upcoming earnings announcements updated hourly across public exchanges | |
| Global Correlations Find global opportunities by holding instruments from different markets |