Ivy Advantus Real Fund Price on March 27, 2024
| IRSRX Fund | USD 15.37 0.03 0.20% |
Below is the normalized historical share price chart for Ivy Advantus Real extending back to January 13, 2006. 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 Advantus stands at 15.37, as last reported on the 20th of May, with the highest price reaching 15.37 and the lowest price hitting 15.37 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 Advantus very steady. Ivy Advantus Real holds Efficiency (Sharpe) Ratio of 0.0119, which attests that the entity had a 0.0119% return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Ivy Advantus Real, which you can use to evaluate the volatility of the entity. Please check out Ivy Advantus' Risk Adjusted Performance of 0.0188, market risk adjusted performance of 0.0229, and Downside Deviation of 1.41 to validate if the risk estimate we provide is consistent with the expected return of 0.0135%.
IVY Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
IVY |
Sharpe Ratio = 0.0119
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | IRSRX |
Estimated Market Risk
| 1.13 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.01 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Ivy Advantus is not performing at its full potential. However, 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 Advantus by adding Ivy Advantus to a well-diversified portfolio.
Ivy Advantus Valuation on March 27, 2024
It is possible to determine the worth of Ivy Advantus on a given historical date. On March 27, 2024 IVY was worth 15.53 at the beginning of the trading date compared to the closed value of 15.53. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Ivy Advantus mutual fund. Still, in general, we apply an absolute valuation method to find Ivy Advantus' 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 Advantus where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Ivy Advantus' related companies.
| Open | High | Low | Close | Volume | |
| 15.17 | 15.17 | 15.17 | 15.17 | 1.00 | |
03/27/2024 | 15.53 | 15.53 | 15.53 | 15.53 | 1.00 |
| 15.67 | 15.67 | 15.67 | 15.67 | 1.00 |
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Ivy Advantus Trading Date Momentum on March 27, 2024
| On March 28 2024 Ivy Advantus Real was traded for 15.67 at the closing time. The highest daily price throughout the period was 15.67 and the lowest price was 15.67 . There was no trading activity during the period 1.0. Lack of trading volume on 03/28/2024 added to the next day price jump. The trading delta at closing time to closing price of the next trading day was 0.90% . The trading delta at closing time to current closing price is 1.03% . |
Ivy Advantus Real Fundamentals Correlations and Trends
By evaluating Ivy Advantus' 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 Advantus' 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 Advantus Mutual Fund history
Ivy Advantus 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 Advantus Real 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 Advantus stock prices may prove useful in developing a viable investing in Ivy Advantus
The fund to achieve its objective by investing, under normal circumstances, at least 80 percent of its net assets, plus any borrowings for investment purposes, in the securities of companies in the real estate or real estate-related industries. Real estate securities include securities offered by issuers that receive at least 50 percent of their gross revenue from the construction, ownership, leasing, management, financing or sale of residential, commercial or industrial real estate.
Ivy Advantus Mutual Fund Technical Analysis
Ivy Advantus 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 Advantus Period Price Range
Low | March 27, 2024
| High |
15.53 | 15.53 |
Ivy Advantus May 20, 2024 Market Strength
Market strength indicators help investors to evaluate how Ivy Advantus 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 Advantus shares will generate the highest return on investment. By undertsting and applying Ivy Advantus mutual fund market strength indicators, traders can identify Ivy Advantus Real entry and exit signals to maximize returns
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 15.53 | |||
| Day Typical Price | 15.53 | |||
| Period Momentum Indicator | (0.16) | |||
| Relative Strength Index | 55.77 |
Ivy Advantus Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Ivy Advantus' 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 | 0.0188 | |||
| Jensen Alpha | (0.10) | |||
| Total Risk Alpha | (0.16) | |||
| Sortino Ratio | (0.05) | |||
| Treynor Ratio | 0.0129 |
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| Volume Indicators |
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Ivy Advantus Real. 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 metropolitan statistical area. You can also try the Aroon Oscillator module to analyze current equity momentum using Aroon Oscillator and other momentum ratios.