Ivy Value Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2014 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5.17 | -2.13 | 0.08 | 1.44 | -0.54 | 0 |
| 2015 | -6.4 | 6.84 | -2.08 | 0.47 | 3.59 | -2 | 3.04 | -6.54 | -4.19 | 7.49 | -0.59 | -2.18 | -3.7 |
| 2016 | -6.77 | -1.42 | 6.09 | 0.96 | 1.05 | -1.19 | 3.13 | 1.91 | 0.81 | -1.1 | 5.66 | 2.38 | 11.4 |
| 2017 | 1.13 | 3.09 | -0.65 | -0.04 | -0.92 | 3.59 | 1.45 | -3.29 | 2.79 | 0.9 | 2.51 | 1.67 | 12.7 |
| 2018 | 5.98 | -5.32 | -2.33 | 0.3 | 2.47 | -0.76 | 5.28 | 2.91 | -0.51 | -7.1 | 2.27 | -9.07 | -6.9 |
| 2019 | 8.37 | 1.78 | -0.57 | 4.96 | -7.98 | 6.81 | 1.11 | -2.35 | 3.36 | 3.29 | 3.47 | -6.59 | 15.3 |
| 2020 | 3.69 | 3.41 | -0.43 | 3.49 | 12.51 | -19.49 | -9.19 | -3.3 | -6.64 | -3.02 | 17.15 | 4.03 | -1.8 |
| 2021 | -10.52 | 18.6 | 6.38 | 4.92 | 3.68 | -1.5 | 1.39 | 2.04 | -3.65 | 5.39 | -3.22 | -2.62 | 18.2 |
| 2022 | -0.04 | -1.11 | 1.38 | -3.91 | 2.28 | -9.34 | 5.84 | -1.9 | -9.34 | 9.62 | 6.4 | -20.64 | -22.2 |
| 2023 | 5.54 | -3.98 | -2.55 | 2.43 | -4.57 | 4.93 | 2.37 | -2.9 | -5.46 | -0.78 | 5.38 | -21.44 | -21.8 |
| 2024 | -0.3 | 5.7 |