Ivy Small Cap Fund Technical Analysis
| WSGAX Fund | USD 12.45 0.06 0.48% |
As of the 19th of February, Ivy Small retains the Market Risk Adjusted Performance of 2.04, risk adjusted performance of 0.0772, and Downside Deviation of 3.72. Concerning fundamental indicators, the technical analysis model lets you check existing technical drivers of Ivy Small Cap, as well as the relationship between them.
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.
| 11/21/2025 |
| 02/19/2026 |
If you would invest 0.00 in Ivy Small on November 21, 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 Short-intermediate, Nationwide Highmark, Locorr Long/short, Pioneer Multi-asset, Aqr Long-short, Ultra-short Fixed, and Angel Oak. The fund seeks to achieve its objective by investing, under normal circumstances, at least 80 percent of its net assets ... 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 | 3.72 | |||
| Information Ratio | 0.0794 | |||
| Maximum Drawdown | 68.29 | |||
| Value At Risk | (1.90) | |||
| Potential Upside | 2.28 |
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 | 0.0772 | |||
| Jensen Alpha | 0.5518 | |||
| Total Risk Alpha | 0.2554 | |||
| Sortino Ratio | 0.1412 | |||
| Treynor Ratio | 2.03 |
Ivy Small February 19, 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 | 0.0772 | |||
| Market Risk Adjusted Performance | 2.04 | |||
| Mean Deviation | 2.04 | |||
| Semi Deviation | 3.05 | |||
| Downside Deviation | 3.72 | |||
| Coefficient Of Variation | 1157.16 | |||
| Standard Deviation | 6.62 | |||
| Variance | 43.8 | |||
| Information Ratio | 0.0794 | |||
| Jensen Alpha | 0.5518 | |||
| Total Risk Alpha | 0.2554 | |||
| Sortino Ratio | 0.1412 | |||
| Treynor Ratio | 2.03 | |||
| Maximum Drawdown | 68.29 | |||
| Value At Risk | (1.90) | |||
| Potential Upside | 2.28 | |||
| Downside Variance | 13.84 | |||
| Semi Variance | 9.33 | |||
| Expected Short fall | (2.77) | |||
| Skewness | 5.75 | |||
| Kurtosis | 46.37 |
Ivy Small Cap Backtested Returns
Ivy Small appears to be slightly risky, given 3 months investment horizon. Ivy Small Cap holds Efficiency (Sharpe) Ratio of 0.1, which attests that the entity had a 0.1 % return per unit of risk over the last 3 months. By evaluating Ivy Small's technical indicators, you can evaluate if the expected return of 0.7% is justified by implied risk. Please utilize Ivy Small's Market Risk Adjusted Performance of 2.04, risk adjusted performance of 0.0772, and Downside Deviation of 3.72 to validate if our risk estimates are consistent with your expectations. The fund retains a Market Volatility (i.e., Beta) of 0.28, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Ivy Small's returns are expected to increase less than the market. However, during the bear market, the loss of holding Ivy Small is expected to be smaller as well.
Auto-correlation | -0.21 |
Weak reverse predictability
Ivy Small Cap has weak reverse predictability. Overlapping area represents the amount of predictability between Ivy Small time series from 21st of November 2025 to 5th of January 2026 and 5th of January 2026 to 19th 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 -0.21 indicates that over 21.0% of current Ivy Small price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.21 | |
| Spearman Rank Test | 0.05 | |
| Residual Average | 0.0 | |
| Price Variance | 0.03 |
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 ten with a total number of output elements of fifty-one. 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 19, 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 | 0.0772 | |||
| Market Risk Adjusted Performance | 2.04 | |||
| Mean Deviation | 2.04 | |||
| Semi Deviation | 3.05 | |||
| Downside Deviation | 3.72 | |||
| Coefficient Of Variation | 1157.16 | |||
| Standard Deviation | 6.62 | |||
| Variance | 43.8 | |||
| Information Ratio | 0.0794 | |||
| Jensen Alpha | 0.5518 | |||
| Total Risk Alpha | 0.2554 | |||
| Sortino Ratio | 0.1412 | |||
| Treynor Ratio | 2.03 | |||
| Maximum Drawdown | 68.29 | |||
| Value At Risk | (1.90) | |||
| Potential Upside | 2.28 | |||
| Downside Variance | 13.84 | |||
| Semi Variance | 9.33 | |||
| Expected Short fall | (2.77) | |||
| Skewness | 5.75 | |||
| Kurtosis | 46.37 |
Ivy Small February 19, 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 | 1.00 | ||
| Day Median Price | 12.45 | ||
| Day Typical Price | 12.45 | ||
| Price Action Indicator | 0.03 |
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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