Ivy Balanced Fund Price History

IBNYX Fund  USD 23.74  0.16  0.67%   
Below is the normalized historical share price chart for Ivy Balanced Fund extending back to December 19, 2003. 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 Balanced stands at 23.74, as last reported on the 28th of December, with the highest price reaching 23.74 and the lowest price hitting 23.74 during the day.
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
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 Balanced holds Efficiency (Sharpe) Ratio of 0.0162, which attests that the entity had a 0.0162% return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Ivy Balanced, which you can use to evaluate the volatility of the entity. Please check out Ivy Balanced's Downside Deviation of 0.6131, market risk adjusted performance of 0.0414, and Risk Adjusted Performance of 0.0163 to validate if the risk estimate we provide is consistent with the expected return of 0.0088%.
  
Ivy Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.

Sharpe Ratio = 0.0162

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Estimated Market Risk

 0.55
  actual daily
4
96% of assets are more volatile

Expected Return

 0.01
  actual daily
0
Most of other assets have higher returns

Risk-Adjusted Return

 0.02
  actual daily
1
99% of assets perform better
Based on monthly moving average Ivy Balanced is performing at about 1% 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 Balanced by adding it to a well-diversified portfolio.

Ivy Balanced Mutual Fund Price History Chart

There are several ways to analyze Ivy Balanced Fund price data. The simplest method is using a basic Ivy candlestick price chart, which shows Ivy Balanced price history and the buying and selling dynamics of a specified period. Many traders also use subjective judgment to their trading calls, avoiding the need to trade based on technical analysis.
Highest PriceDecember 4, 202424.49
Lowest PriceOctober 7, 202423.38

Ivy Balanced December 28, 2024 Mutual Fund Price Synopsis

Various analyses of Ivy Balanced's daily price changes, such as its Balance Of Power or Price Action, are crucial when deciding whether to buy, hold, or sell Ivy Mutual Fund. It can be used to describe the percentage change in the price of Ivy Balanced from one trading day to the next and could be a valuable metric for traders and investors to gauge the volatility and momentum of Ivy Mutual Fund.
Ivy Balanced Price Rate Of Daily Change 0.99 
Ivy Balanced Price Action Indicator(0.08)

Ivy Balanced December 28, 2024 Mutual Fund Price Analysis

When benchmark price declines in a down market, there may be an uptick in Ivy Balanced Fund price where buyers come in believing the asset is cheap or selling overdone. The opposite is true when the market is bullish. You can use Ivy Balanced intraday prices and daily technical indicators to check the level of noise trading in Ivy Balanced Fund and then apply it to test your longer-term investment strategies against Ivy.

Ivy Mutual Fund Price History Data

The price series of Ivy Balanced for the period between Sun, Sep 29, 2024 and Sat, Dec 28, 2024 has a statistical range of 1.11 with a coefficient of variation of 1.28. Under current investment horizon, the daily prices are spread out with arithmetic mean of 23.87. The median price for the last 90 days is 23.84. The company completed dividends distribution on 16th of September 2021.
OpenHighLowCloseVolume
12/28/2024
 23.74  23.74  23.74  23.74 
12/27/2024 23.74  23.74  23.74  23.74  1.00 
12/26/2024 23.90  23.90  23.90  23.90  1.00 
12/24/2024 23.91  23.91  23.91  23.91  1.00 
12/23/2024 23.77  23.77  23.77  23.77  1.00 
12/20/2024 23.52  23.52  23.52  23.52  1.00 
12/19/2024 23.52  23.52  23.52  23.52  1.00 
12/18/2024 23.58  23.58  23.58  23.58  1.00 
12/17/2024 24.09  24.09  24.09  24.09  1.00 
12/16/2024 24.20  24.20  24.20  24.20  1.00 
12/13/2024 24.17  24.17  24.17  24.17  1.00 
12/12/2024 24.22  24.22  24.22  24.22  1.00 
12/11/2024 24.34  24.34  24.34  24.34  1.00 
12/10/2024 24.24  24.24  24.24  24.24  1.00 
12/09/2024 24.29  24.29  24.29  24.29  1.00 
12/06/2024 24.43  24.43  24.43  24.43  1.00 
12/05/2024 24.41  24.41  24.41  24.41  1.00 
12/04/2024 24.49  24.49  24.49  24.49  1.00 
12/03/2024 24.36  24.36  24.36  24.36  1.00 
12/02/2024 24.35  24.35  24.35  24.35  1.00 
11/29/2024 24.31  24.31  24.31  24.31  1.00 
11/27/2024 24.18  24.18  24.18  24.18  1.00 
11/26/2024 24.21  24.21  24.21  24.21  1.00 
11/25/2024 24.14  24.14  24.14  24.14  1.00 
11/22/2024 24.04  24.04  24.04  24.04  1.00 
11/21/2024 23.99  23.99  23.99  23.99  1.00 
11/20/2024 23.88  23.88  23.88  23.88  1.00 
11/19/2024 23.88  23.88  23.88  23.88  1.00 
11/18/2024 23.81  23.81  23.81  23.81  1.00 
11/15/2024 23.76  23.76  23.76  23.76  1.00 
11/14/2024 23.97  23.97  23.97  23.97  1.00 
11/13/2024 24.08  24.08  24.08  24.08  1.00 
11/12/2024 24.13  24.13  24.13  24.13  1.00 
11/11/2024 24.25  24.25  24.25  24.25  1.00 
11/08/2024 24.24  24.24  24.24  24.24  1.00 
11/07/2024 24.16  24.16  24.16  24.16  1.00 
11/06/2024 24.00  24.00  24.00  24.00  1.00 
11/05/2024 23.63  23.63  23.63  23.63  1.00 
11/04/2024 23.42  23.42  23.42  23.42  1.00 
11/01/2024 23.42  23.42  23.42  23.42  1.00 
10/31/2024 23.38  23.38  23.38  23.38  1.00 
10/30/2024 23.66  23.66  23.66  23.66  1.00 
10/29/2024 23.69  23.69  23.69  23.69  1.00 
10/28/2024 23.65  23.65  23.65  23.65  1.00 
10/25/2024 23.63  23.63  23.63  23.63  1.00 
10/24/2024 23.67  23.67  23.67  23.67  1.00 
10/23/2024 23.68  23.68  23.68  23.68  1.00 
10/22/2024 23.80  23.80  23.80  23.80  1.00 
10/21/2024 23.87  23.87  23.87  23.87  1.00 
10/18/2024 23.95  23.95  23.95  23.95  1.00 
10/17/2024 23.89  23.89  23.89  23.89  1.00 
10/16/2024 23.84  23.84  23.84  23.84  1.00 
10/15/2024 23.73  23.73  23.73  23.73  1.00 
10/14/2024 23.84  23.84  23.84  23.84  1.00 
10/11/2024 23.71  23.71  23.71  23.71  1.00 
10/10/2024 23.57  23.57  23.57  23.57  1.00 
10/09/2024 23.61  23.61  23.61  23.61  1.00 
10/08/2024 23.52  23.52  23.52  23.52  1.00 
10/07/2024 23.38  23.38  23.38  23.38  1.00 
10/04/2024 23.55  23.55  23.55  23.55  1.00 
10/03/2024 23.48  23.48  23.48  23.48  1.00 

About Ivy Balanced Mutual Fund history

Ivy Balanced 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 Balanced 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 Balanced stock prices may prove useful in developing a viable investing in Ivy Balanced
The fund seeks to achieve its objective by investing primarily in a diversified mix of stocks, debt securities and short-term instruments, depending on market conditions. Regarding its income-generating equity investments, it invests primarily in medium to large, well-established companies. The fund invests at least 50 percent of its total assets in equity securities including convertible securities.

Ivy Balanced Mutual Fund Technical Analysis

Ivy Balanced 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.
A focus of Ivy Balanced technical analysis is to determine if market prices reflect all relevant information impacting that market. A technical analyst looks at the history of Ivy Balanced trading pattern rather than external drivers such as economic, fundamental, or social events. It is believed that price action tends to repeat itself due to investors' collective, patterned behavior. Hence technical analysis focuses on identifiable price trends and conditions. More Info...

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Ivy Balanced Technical and Predictive Indicators

Predictive indicators are helping investors to find signals for Ivy Balanced'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.

Other Information on Investing in Ivy Mutual Fund

Ivy Balanced 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 Balanced security.
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