Ivy Pzena International Value Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2001 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1.38 | 3.37 | 0 |
| 2002 | 0.42 | -0.52 | 6.07 | 1.08 | 4.1 | -7.97 | -5.3 | -1.4 | -5.34 | -0.12 | 0.58 | -5.28 | -13.7 |
| 2003 | 0.36 | -0.97 | -3.41 | 4.67 | 6.27 | 4.42 | 4.13 | 6.15 | 1.87 | 2.41 | 0.66 | 4.68 | 35.5 |
| 2004 | 1.61 | 4.22 | 3.8 | -1.38 | -0.82 | 1.75 | 0.57 | 0.65 | -1.05 | 0.49 | 3.17 | 3.15 | 17.2 |
| 2005 | 0.38 | 1.82 | 0.6 | -1.4 | 0.08 | 2.11 | 1.25 | 1.89 | 4.51 | -0.96 | 2.35 | 2.41 | 16 |
| 2006 | 0.62 | 2.86 | 0.2 | 1.45 | -2.34 | -1.2 | -2.49 | 3.52 | 0.73 | 0.4 | 2.31 | 3.12 | 9.3 |
| 2007 | 0.07 | -0.26 | 4.61 | 1.32 | 3.48 | -0.3 | -4.46 | -3.59 | -1.83 | 4.86 | -4.89 | 0.72 | -0.9 |
| 2008 | -3.06 | -2.93 | -2.32 | 4.99 | -1.06 | -10.6 | -0.34 | 0.51 | -4.51 | -15.97 | -5.31 | 3.14 | -33 |
| 2009 | -5.43 | -8.97 | 4.8 | 9.76 | 6.7 | 1.65 | 7.09 | 4.44 | 2.62 | -1.32 | 2.68 | 3.22 | 28.9 |
| 2010 | -3.47 | 0.44 | 6.91 | 1.51 | -7.34 | -5.14 | 6.34 | -4.32 | 7.49 | 1.68 | -0.91 | 8.58 | 10.7 |
| 2011 | 1.23 | 5 | -2.67 | 2.82 | -1.95 | -2.87 | -1.29 | -8.83 | -11.03 | 10.5 | -5.48 | -3.08 | -17.9 |
| 2012 | 8.5 | 8.44 | 2.3 | -5.74 | -13.02 | 6.16 | -1.69 | 3.45 | 1.84 | 4.48 | 0.41 | 6.49 | 21.2 |
| 2013 | 4.78 | 0.52 | 2.42 | 5.36 | 2.92 | -1.25 | 5.34 | -1.77 | 3.81 | 3.73 | 1.98 | 0.06 | 31.3 |
| 2014 | -2.94 | 2.06 | 0.95 | 0.7 | 0.52 | 1.45 | -1.77 | 1.16 | -3.45 | -2.8 | -0.43 | -2.71 | -7.2 |
| 2015 | -3.67 | 5.06 | -2.69 | 4.24 | -0.74 | -3.6 | -0.84 | -6.04 | -5.26 | 8.69 | -2.01 | -4.79 | -12.1 |
| 2016 | -7.44 | -2.89 | 8.43 | 3.56 | -1.07 | -4.84 | 2.74 | 4.29 | 0.5 | -1.27 | 6.22 | 3.84 | 11.4 |
| 2017 | 2.4 | 1.96 | 0.06 | -1.24 | -0.5 | 2.15 | 2.53 | -2.71 | 5.27 | -0.59 | 3.32 | 2.19 | 15.6 |
| 2018 | 6.24 | -6.4 | -3.96 | 1.94 | -2.25 | 0.41 | 2.65 | -1.66 | 0.41 | -8.13 | 0 | -6.36 | -16.7 |
| 2019 | 7.16 | 1.44 | -1.63 | 4.25 | -10.15 | 6.99 | -2.08 | -4.77 | 4.85 | 4.26 | 2.04 | 2.21 | 13.9 |
| 2020 | -5.27 | -7.28 | -20.92 | 8.17 | 3.87 | 4.5 | 1.33 | 7.77 | -5.12 | -2.7 | 19.53 | 6.44 | 4.6 |
| 2021 | -1.25 | 5.4 | 4.63 | 3.04 | 4.72 | -2.97 | 0.06 | 0.51 | -3.21 | 2.27 | -7.68 | 3.27 | 8.2 |
| 2022 | -3.16 | -2.84 | -2.98 | -2.81 | -2.15 | -8.32 | 2.85 | -7.22 | -7.86 | 4.78 | 10.83 | -11.17 | -27.8 |
| 2023 | 7.86 | -1.61 | 5.38 | 5.62 | -6.72 | 5.18 | -0.29 | -3.08 | -5.17 | -3.97 | 6.89 | 2.43 | 11.7 |
| 2024 | -1.56 | 2.48 | 3.3 | -3.84 | -0.6 |