Ivy Small Cap Fund Technical Analysis
| WSGAX Fund | USD 11.80 -0.31 -2.56% |
As of the 9th of March, Ivy Small trades at 11.80 per share. Key technical indicators include Market Risk Adjusted Performance of 0.8858, downside deviation of 3.7, and Risk Adjusted Performance of 0.0667. The technical model evaluates historical price movement, trading volume, and volatility patterns to quantify trend strength. Current values are evaluated relative to sector peers and historical ranges.
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
Running a what-if backtest on Ivy Small Cap gives investors a practical way to test how changes in horizon, position size, or market timing might have affected the result. Used properly, this review helps investors decide whether Ivy Small's historical reward profile was stable enough to support the current thesis.
| 12/09/2025 |
| 03/09/2026 |
If you invested 0.00 in Ivy Small on December 9, 2025 and closed the position today, you would earn 0.00 in total gains. That corresponds to a 0.0% return on investment in Ivy Small overall over 90 days.. Ivy Small is related to or competes with Prudential Real, Jhancock Real, Simt Real, Neuberger Berman, and Aew Real. Peer context helps frame relative positioning. The fund seeks to achieve its objective by investing, under normal circumstances, at least 80 percent of its net assets ... More
Ivy Small Upside and Downside Indicators Overview
Upside and downside indicators for Ivy Small summarize momentum balance and potential range context for the fund. They compare current price to recent trend and sentiment readings.
| Downside Deviation | 3.7 | |||
| Information Ratio | 0.0731 | |||
| Maximum Drawdown | 68.29 | |||
| Value At Risk | -1.99 | |||
| Potential Upside | 1.62 |
Ivy Small Market Risk Indicators Overview
Market risk indicators summarize volatility and return dispersion for Ivy Small. The metrics rely on historical prices to describe variability over time.| Risk Adjusted Performance | 0.0667 | |||
| Jensen Alpha | 0.4825 | |||
| Total Risk Alpha | 0.4845 | |||
| Sortino Ratio | 0.1303 | |||
| Treynor Ratio | 0.8758 |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Ivy Small's price to converge to an average value over time is called mean reversion.
Ivy Small 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 | 0.0667 | |||
| Market Risk Adjusted Performance | 0.8858 | |||
| Mean Deviation | 1.97 | |||
| Semi Deviation | 3.01 | |||
| Downside Deviation | 3.7 | |||
| Coefficient Of Variation | 1340.83 | |||
| Standard Deviation | 6.6 | |||
| Variance | 43.59 | |||
| Information Ratio | 0.0731 | |||
| Jensen Alpha | 0.4825 | |||
| Total Risk Alpha | 0.4845 | |||
| Sortino Ratio | 0.1303 | |||
| Treynor Ratio | 0.8758 | |||
| Maximum Drawdown | 68.29 | |||
| Value At Risk | -1.99 | |||
| Potential Upside | 1.62 | |||
| Downside Variance | 13.71 | |||
| Semi Variance | 9.09 | |||
| Expected Short fall | -2.53 | |||
| Skewness | 5.83 | |||
| Kurtosis | 47.15 |
Ivy Small Cap Backtested Returns
Ivy Small appears to exhibit a slightly elevated risk exposure over the selected 3 months investment horizon. It has a Sharpe Ratio of 0.0746, which indicates that 0.0746 units of return per unit of risk over the last 3 months. We identified twenty-seven technical indicators supporting this volatility profile. Please review metrics such as Downside Deviation of 3.7, risk-adjusted performance of 0.0667, and market risk-adjusted performance of 0.8858 to confirm whether our risk estimates align with your expectations. The fund has a beta of 0.55, which means possible diversification benefits within a given portfolio. 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 | -0.07 |
Very weak reverse predictability
Ivy Small Cap exhibits very weak reverse predictability. Autocorrelation measures the degree of predictability between Ivy Small time series from 9th of December 2025 to 23rd of January 2026 and from 23rd of January 2026 to 9th of March 2026. The stronger the relationship between the current interval and its lagged values, the more accurately future price behavior of Ivy Small Cap may be projected. A serial correlation of -0.07 indicates that barely 7.0% of current Ivy Small price fluctuations can be explained by its historical price movements. Given that Ivy Small Cap has negative autocorrelation for the selected time horizon, market participants may evaluate potential contrarian price behavior over comparable future intervals.
| Correlation Coefficient | -0.07 | |
| Spearman Rank Test | 0.13 | |
| Residual Average | 0.0 | |
| Price Variance | 0.05 |
Ivy Small technical mutual fund analysis uses price and volume transformations to study behavior. Typical tools include moving averages, relative strength index, regressions, and price correlations.
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.
Ivy Small Technical Analysis Overview
Technical analysis of Ivy Small focuses on NAV trend behavior and volatility patterns where pricing frequency permits. Trend persistence provides context for directional stability. Defensive traits reduce macro sensitivity. Our evaluation framework considers how Ivy Small may function within a diversified long-term portfolio context.
Methodology
Unless otherwise specified, data for Ivy Small Cap is derived from fund disclosures (prospectus language, holdings reports, and periodic statements where available). Asset-level metrics are computed daily by Macroaxis LLC and refreshed regularly based on instrument type. Ivy (USA Stocks:WSGAX) market data and reported NAV may reflect delayed updates. Data may be delayed depending on reporting sources and market conventions Technical and fundamental diagnostic scores are rule-based values computed from historical price and fundamental inputs.
Assumptions
We primarily rely on public fund disclosures, holdings reports, and market data feeds, including disclosures published by U.S. Securities and Exchange Commission (SEC) via EDGAR. Data is normalized for analytical consistency across reporting formats. All analytics are generated using standardized, rules-based models designed to promote consistency and comparability across instruments. Model assumptions, reference parameters, and selected computational inputs are available in the Model Inputs section. If you have questions about our data sources or methodology, please contact Macroaxis Support.Research Sources
Ivy Small Cap may have reference inputs that incorporate holdings disclosures, category classification, and NAV-derived statistics where available. Updates may occur throughout the day.
Ivy Small Technical Indicators
A technical review of Ivy Small Cap can improve timing discipline by comparing momentum, reversal risk, and confirmation signals across several time horizons. The stronger process confirms one signal with others instead of reacting to one pattern in isolation.
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.0667 | |||
| Market Risk Adjusted Performance | 0.8858 | |||
| Mean Deviation | 1.97 | |||
| Semi Deviation | 3.01 | |||
| Downside Deviation | 3.7 | |||
| Coefficient Of Variation | 1340.83 | |||
| Standard Deviation | 6.6 | |||
| Variance | 43.59 | |||
| Information Ratio | 0.0731 | |||
| Jensen Alpha | 0.4825 | |||
| Total Risk Alpha | 0.4845 | |||
| Sortino Ratio | 0.1303 | |||
| Treynor Ratio | 0.8758 | |||
| Maximum Drawdown | 68.29 | |||
| Value At Risk | -1.99 | |||
| Potential Upside | 1.62 | |||
| Downside Variance | 13.71 | |||
| Semi Variance | 9.09 | |||
| Expected Short fall | -2.53 | |||
| Skewness | 5.83 | |||
| Kurtosis | 47.15 |
Ivy Small March 9, 2026 Daily Trend Indicators
A technical review of Ivy Small Cap can improve timing discipline by comparing momentum, reversal risk, and confirmation signals across several time horizons. The stronger process confirms one signal with others instead of reacting to one pattern in isolation.
| Accumulation Distribution | 0.00 | ||
| Daily Balance Of Power | -Huge | ||
| Rate Of Daily Change | 0.97 | ||
| Day Median Price | 11.80 | ||
| Day Typical Price | 11.80 | ||
| Price Action Indicator | -0.15 |
Additional Resources for Ivy Mutual Fund Analysis
Other Information on Investing in Ivy Mutual Fund
Ivy Small financial ratios help frame valuation context across profits, cash flow, and enterprise value. They help compare Ivy to other measures in a consistent way.
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