Ivy Global Growth Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1986 | 0 | 0 | 0 | 0 | -2.87 | 2.95 | 2.42 | 6.48 | -2.06 | -2.52 | 2.76 | 3.94 | 0 |
| 1987 | 7.82 | 7.33 | 5.51 | 9.18 | 0.6 | -0.12 | 6.38 | 5.15 | 1.4 | -25.64 | -2.57 | -5.17 | 4.4 |
| 1988 | -0.08 | 7.37 | 5.78 | 2.53 | -0.53 | 0.87 | 0.33 | -5.23 | 4.05 | 7.79 | 2.43 | 1.73 | 29.7 |
| 1989 | 4.87 | 2.98 | 1.39 | 4.78 | -2.1 | -1.18 | 8.78 | 0.35 | 5.16 | -5.81 | 1.7 | 4.99 | 28.2 |
| 1990 | 0.59 | -2.94 | -1.41 | -1.54 | 9.72 | 1.28 | 4.82 | -10.71 | -12.49 | 5.65 | -1.51 | -2.94 | -12.9 |
| 1991 | 3.12 | 9.42 | -1.88 | 0.74 | 4.12 | -5.32 | 5.95 | -0.51 | 1.12 | 0.55 | -3.9 | 3.25 | 16.9 |
| 1992 | 4.39 | 2.37 | -2.46 | 5.05 | 5.04 | -5.25 | -4.26 | -2.23 | 0.71 | -4.92 | -1 | 3.48 | 0.1 |
| 1993 | 1.27 | 2.46 | 6.94 | 3.44 | 4.61 | -0.75 | 0.76 | 8.16 | 1.18 | 4.92 | -3.42 | 11.34 | 48.3 |
| 1994 | 6.46 | -4.17 | -4.85 | 2.98 | -0.51 | -1.45 | 4.88 | 4.94 | -1.32 | 2.93 | -4.48 | -0.73 | 3.9 |
| 1995 | -5.07 | 2.33 | 3.58 | 2.53 | 2.08 | 0.29 | 4.03 | -3.54 | 3.16 | -1.13 | 0.91 | 3.27 | 12.6 |
| 1996 | 1.63 | 1.22 | 1.01 | 2.82 | 1.46 | 3.49 | -4.68 | 3.35 | 0.71 | 0.82 | 4.68 | 1.92 | 19.7 |
| 1997 | 1.42 | 2.17 | 0 | -0.24 | 6.47 | 5.01 | 2.44 | -6.78 | 7.12 | -8.67 | -0.08 | 2.31 | 10.4 |
| 1998 | -0.61 | 6.93 | 5.76 | 1.71 | -2.71 | -1.68 | 2.55 | -15.95 | -2.17 | 9.98 | 5.84 | 0.04 | 7.4 |
| 1999 | -0.15 | -1.9 | 5 | 5.21 | -4.13 | 3.21 | 0.59 | 0.32 | -0.29 | 0.74 | 2.8 | 8.54 | 21.1 |
| 2000 | -8.11 | 2.82 | 2.05 | -4.14 | 0.21 | 4.45 | -4.48 | 1.68 | -8.76 | -2.94 | -4.16 | 4.05 | -17 |
| 2001 | 0.38 | -8.63 | -8.32 | 7.17 | -2.54 | -3.69 | -1.9 | -2.76 | -13.1 | 4.57 | 5.78 | 1.82 | -21 |
| 2002 | -4.69 | 0.35 | 5.05 | -0.72 | -0.39 | -4.28 | -11.28 | -0.97 | -12.38 | 7.72 | 4.72 | -4.31 | -21 |
| 2003 | -3.12 | -1.14 | -2.17 | 7.83 | 2.72 | 1.94 | 2.49 | 1.13 | 1.06 | 5.3 | 1.31 | 6.78 | 26.2 |
| 2004 | 2.33 | 1.56 | -0.51 | -2.2 | -0.19 | 1.58 | -4.87 | -1.39 | 2.92 | 2.99 | 6.7 | 4.1 | 13.2 |
| 2005 | -2.7 | 3.34 | -2.72 | -2.06 | 0.58 | 2.93 | 2.93 | 4.4 | 5.14 | -3.86 | 1.35 | 7.22 | 17.1 |
| 2006 | 7.21 | -1.58 | 3.66 | 4.61 | -5.66 | -0.03 | -0.41 | 3.05 | 0.03 | 3.29 | 4.21 | 3.08 | 22.9 |
| 2007 | 1.26 | -0.47 | 2.88 | 3.27 | 2.71 | 1.61 | -0.59 | 0.49 | 7.41 | 6.85 | -4.3 | -0.56 | 21.9 |
| 2008 | -10.17 | 0.19 | -0.77 | 3.83 | 1.7 | -6.48 | -4.13 | -5.24 | -13.89 | -19.84 | -5.52 | 7.45 | -43.9 |
| 2009 | -8.66 | -7.63 | 4.37 | 8.37 | 11.4 | -0.21 | 7.74 | 2.45 | 4.7 | -2.68 | 3.98 | 2.88 | 27.6 |
| 2010 | -5.26 | 0.44 | 7.08 | -2.38 | -8.54 | -1.58 | 8.62 | -2.13 | 10.8 | 4.86 | -2.98 | 7.46 | 15.3 |
| 2011 | 0.22 | 2.35 | 0.51 | 6.41 | -1.64 | -1.55 | -0.79 | -8.24 | -11.45 | 11.16 | -1.34 | -1.78 | -7.8 |
| 2012 | 5.25 | 5.85 | 1 | -0.81 | -9.98 | 5.02 | 1.75 | 1.94 | 3.07 | 0.09 | 2.53 | 1.65 | 17.7 |
| 2013 | 3.52 | -1.73 | 0.59 | 3.35 | -0.68 | -3.37 | 4.26 | -1.33 | 5.77 | 2.97 | 2.18 | 2.21 | 18.8 |
| 2014 | -2.7 | 5.15 | -1.25 | 0.07 | 1.85 | 3.1 | -2.68 | 0.21 | -2.61 | -0.54 | 2.47 | -2.08 | 0.6 |
| 2015 | 1.31 | 4.9 | -0.56 | -0.68 | 1.95 | -2.06 | 1.58 | -6.29 | -3.52 | 7.68 | 0.98 | -1.57 | 3 |
| 2016 | -7.41 | -2.25 | 6.4 | 0.2 | 1.02 | -3.73 | 3.9 | 0.2 | 1.63 | -2.65 | -1.5 | 1.47 | -3.4 |
| 2017 | 4.14 | 2.32 | 1.74 | 1.24 | 2.57 | -0.09 | 3.57 | -0.41 | 2.85 | 1.87 | 1.28 | 1 | 24.3 |
| 2018 | 9.34 | -3.54 | -2.54 | 1.28 | 2.01 | -0.29 | 2.47 | 2.27 | 0.44 | -9.56 | 1.11 | -7.96 | -6.2 |
| 2019 | 7.99 | 2.79 | 1.82 | 3.66 | -5.97 | 6.97 | 0.11 | -1.24 | -0.22 | 1.94 | 2.68 | 2.26 | 24.4 |
| 2020 | -0.06 | -6.56 | -14.84 | 12.03 | 5.27 | 3.8 | 6.15 | 6.3 | -38.39 | -2.33 | 10.8 | 4.56 | 14.4 |
| 2021 | -11.66 | 12.76 | -10.69 | 15.81 | 1.12 | 3.38 | 3.32 | 2.37 | -4.85 | 6.12 | -6.82 | -9.42 | 9.6 |
| 2022 | -4.74 | -3.58 | -0.71 | -7.53 | 1.27 | -8.63 | 6.56 | -3.82 | -9.39 | 6.77 | 9.88 | -45.02 | -53.3 |
| 2023 | 7.37 | -3.68 | 1.98 | 1.81 | -2.91 | 6.27 | 3.57 | -2.29 | -3.59 | -1.8 | 8.36 | -2.53 | 12.1 |
| 2024 | 1.76 | 6.27 | 2.79 | -3.37 | 12.9 |