Ivy Large Cap Fund Price on October 3, 2023
| ILGRX Fund | USD 41.08 0.44 1.06% |
Below is the normalized historical share price chart for Ivy Large 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 Large stands at 41.08, as last reported on the 27th of December, with the highest price reaching 41.08 and the lowest price hitting 41.08 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 Large Cap holds Efficiency (Sharpe) Ratio of 0.061, which attests that the entity had a 0.061% return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Ivy Large Cap, which you can use to evaluate the volatility of the entity. Please check out Ivy Large's Market Risk Adjusted Performance of 1.47, risk adjusted performance of 0.0712, and Downside Deviation of 1.04 to validate if the risk estimate we provide is consistent with the expected return of 0.0523%.
Ivy Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Ivy |
Sharpe Ratio = 0.061
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Estimated Market Risk
| 0.86 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.06 actual daily | 4 96% of assets perform better |
Based on monthly moving average Ivy Large is performing at about 4% 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 Large by adding it to a well-diversified portfolio.
Ivy Large Valuation on October 3, 2023
It is possible to determine the worth of Ivy Large on a given historical date. On October 3, 2023 Ivy was worth 29.78 at the beginning of the trading date compared to the closed value of 29.78. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Ivy Large mutual fund. Still, in general, we apply an absolute valuation method to find Ivy Large'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 Large where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Ivy Large's related companies.
| Open | High | Low | Close | Volume | |
| 30.23 | 30.23 | 30.23 | 30.23 | 1.00 | |
10/03/2023 | 29.78 | 29.78 | 29.78 | 29.78 | 1.00 |
| 30.16 | 30.16 | 30.16 | 30.16 | 1.00 |
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Ivy Large Trading Date Momentum on October 3, 2023
| On October 04 2023 Ivy Large Cap was traded for 30.16 at the closing time. The highest daily price throughout the period was 30.16 and the lowest price was 30.16 . There was no trading activity during the period 1.0. Lack of trading volume on 10/04/2023 added to the next day price jump. The trading delta at closing time to closing price of the next trading day was 1.28% . The trading delta at closing time to current closing price is 3.39% . |
Ivy Large Cap Fundamentals Correlations and Trends
By evaluating Ivy Large'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 Large'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 Large Mutual Fund history
Ivy Large 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 Large 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 Large stock prices may prove useful in developing a viable investing in Ivy Large
The fund seeks to achieve its objective by investing primarily in a portfolio of common stocks issued by large-capitalization, growth-oriented companies that the manager believes have a competitively advantaged business model, thereby eluding competition, and have the ability to sustain growth over the long term beyond investors expectations. Under normal circumstances, the fund invests at least 80 percent of its net assets in large-capitalization companies, which typically are companies with market capitalizations of at least 10 billion at the time of acquisition. It is non-diversified.
Ivy Large Mutual Fund Technical Analysis
Ivy Large 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 Large Period Price Range
Low | December 27, 2024
| High |
0.00 | 0.00 |
Ivy Large Cap cannot be verified against its exchange. Please verify the symbol is currently traded on NMFQS Exchange. If you still believe the symbol you are trying to look up is valid, please let us know, and we will check it as soon as possible.
Ivy Large December 27, 2024 Market Strength
Market strength indicators help investors to evaluate how Ivy Large 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 Large shares will generate the highest return on investment. By undertsting and applying Ivy Large mutual fund market strength indicators, traders can identify Ivy Large Cap entry and exit signals to maximize returns
Ivy Large Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Ivy Large'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 | 0.0712 | |||
| Jensen Alpha | 0.0621 | |||
| Total Risk Alpha | 0.0188 | |||
| Sortino Ratio | 0.0199 | |||
| Treynor Ratio | 1.46 |
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Other Information on Investing in Ivy Mutual Fund
Ivy Large 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 Large security.
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