Ivy E Equity Fund Price on April 12, 2024
| WTRCX Fund | USD 12.54 0.01 0.08% |
Below is the normalized historical share price chart for Ivy E Equity extending back to March 27, 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 Core stands at 12.54, as last reported on the 29th of May, with the highest price reaching 12.54 and the lowest price hitting 12.54 during the day.
If you're considering investing in Ivy Mutual Fund, it is important to understand the factors that can impact its price. We consider Ivy Core very steady. Ivy E Equity 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-eight technical indicators for Ivy E Equity, which you can use to evaluate the volatility of the entity. Please check out Ivy Core's Market Risk Adjusted Performance of 0.7723, downside deviation of 0.818, and Risk Adjusted Performance of 0.072 to validate if the risk estimate we provide is consistent with the expected return of 0.0861%.
Ivy Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Ivy |
Sharpe Ratio = 0.1118
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| Cash | WTRCX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.77 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.09 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 Core 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 Core by adding it to a well-diversified portfolio.
Ivy Core Valuation on April 12, 2024
It is possible to determine the worth of Ivy Core on a given historical date. On April 12, 2024 Ivy was worth 12.18 at the beginning of the trading date compared to the closed value of 12.18. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Ivy Core mutual fund. Still, in general, we apply an absolute valuation method to find Ivy Core's value based on its fundamental and technical indicators available within our service. As compared to an absolute model, our relative valuation model uses a comparative analysis of Ivy Core where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Ivy Core's related companies.
| Open | High | Low | Close | Volume | |
| 12.18 | 12.18 | 12.18 | 12.18 | 1.00 | |
04/12/2024 | 12.18 | 12.18 | 12.18 | 12.18 | 1.00 |
| 11.85 | 11.85 | 11.85 | 11.85 | 1.00 |
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Ivy Core Trading Date Momentum on April 12, 2024
| On April 15 2024 Ivy E Equity was traded for 11.85 at the closing time. The highest daily price throughout the period was 11.85 and the lowest price was 11.85 . There was no trading activity during the period 1.0. Lack of trading volume on 04/15/2024 added to the next day price reduction. The trading price change to closing price of the next trading day was 2.71% . The trading delta at closing time to current closing price is 3.28% . |
Ivy E Equity Fundamentals Correlations and Trends
By evaluating Ivy Core's financials over time, investors can gain insight into future company performance. However, you can also analyze the published financial statements to find patterns among Ivy Core's main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. Ivy financial account trend analysis is a perfect complement when working with valuation or volatility modules.About Ivy Core Mutual Fund history
Ivy Core 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 E Equity 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 Core stock prices may prove useful in developing a viable investing in Ivy Core
The fund seeks to achieve its objective by investing, under normal circumstances, at least 80 percent of its net assets in equity securities, primarily in common stocks of large-capitalization companies. It seeks to invest in companies that the manager believes are high-quality, have sustainable competitive advantages accompanied by financial strength and earnings stability, and have leading positions in their industries. The fund invests in securities that have the potential for capital appreciation, or that the manager expects to resist market decline.
Ivy Core Mutual Fund Technical Analysis
Ivy Core 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.
Price Boundaries
Ivy Core Period Price Range
Low | April 12, 2024
| High |
12.18 | 12.18 |
Ivy Core May 29, 2024 Market Strength
Market strength indicators help investors to evaluate how Ivy Core mutual fund reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Ivy Core shares will generate the highest return on investment. By undertsting and applying Ivy Core mutual fund market strength indicators, traders can identify Ivy E Equity entry and exit signals to maximize returns
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 12.18 | |||
| Day Typical Price | 12.18 | |||
| Period Momentum Indicator | 0.36 | |||
| Relative Strength Index | 62.2 |
Ivy Core Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Ivy Core'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 | 0.072 | |||
| Jensen Alpha | 0.0773 | |||
| Total Risk Alpha | 0.0477 | |||
| Sortino Ratio | 0.0671 | |||
| Treynor Ratio | 0.7623 |
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| Volume Indicators |
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Ivy E Equity. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in main economic indicators. Note that the Ivy E Equity information on this page should be used as a complementary analysis to other Ivy Core's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Investing Opportunities module to build portfolios using our predefined set of ideas and optimize them against your investing preferences.