Ivy Value Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2007 | 0 | 0 | 0 | 0 | 4.12 | -2.46 | -4.66 | 0.42 | 3.15 | 0.7 | -5.25 | -0.45 | 0 |
| 2008 | -3.24 | -2 | -4.01 | 5.2 | 1.31 | -8.48 | -2.06 | 1.31 | -7.64 | -14.79 | -7.11 | 3.01 | -33.7 |
| 2009 | -6.88 | -11.59 | 5.53 | 10.25 | 5.38 | 1.24 | 10.63 | 5.58 | 2.74 | -2.01 | 4.24 | 1.49 | 27.2 |
| 2010 | -2.15 | 4.25 | 5.98 | 2.99 | -7.61 | -5.94 | 6.75 | -6.32 | 8.69 | 3.3 | 1.09 | 7.91 | 18.5 |
| 2011 | 1.7 | 3.75 | 0.28 | 1.66 | -1.09 | -1.76 | -4.26 | -7.73 | -9 | 10.7 | -0.38 | 0.57 | -6.8 |
| 2012 | 5.75 | 4.88 | 2.73 | -1.82 | -6.82 | 3.9 | 0.54 | 2.98 | 2.69 | 1.76 | 0.06 | 1.29 | 18.8 |
| 2013 | 6.84 | 0.72 | 4.36 | 2.01 | 3.13 | -0.65 | 3.81 | -3.03 | 2.99 | 2.95 | 4.4 | 3.1 | 34.8 |
| 2014 | -2.65 | 2.99 | 2.05 | -0.38 | 2.27 | 2.01 | 0.48 | 5.17 | -2.13 | 0.04 | 1.4 | -0.56 | 10.9 |
| 2015 | -6.38 | 6.81 | -2.08 | 0.47 | 3.56 | -2 | 3 | -6.52 | -4.2 | 7.42 | -0.59 | -2.17 | -3.8 |
| 2016 | -6.79 | -1.42 | 6.05 | 0.96 | 1 | -1.18 | 3.14 | 1.86 | 0.82 | -1.15 | 5.67 | 2.34 | 11.2 |
| 2017 | 1.09 | 3.1 | -0.61 | -0.09 | -0.97 | 3.62 | 1.46 | -3.34 | 2.8 | 0.89 | 2.48 | 1.65 | 12.5 |
| 2018 | 5.95 | -5.34 | -2.3 | 0.26 | 2.47 | -0.82 | 5.3 | 2.92 | -0.54 | -7.12 | 2.28 | -9.09 | -7.1 |
| 2019 | 8.35 | 1.78 | -0.61 | 4.93 | -7.97 | 6.84 | 1.11 | -2.36 | 3.37 | 3.34 | 3.44 | -6.57 | 15.2 |
| 2020 | 3.66 | 3.42 | -0.48 | 3.55 | 12.5 | -19.5 | -9.18 | -3.35 | -6.54 | -2.91 | 17.1 | 4 | -1.8 |
| 2021 | -10.52 | 7.28 | 6.36 | 15.91 | 3.66 | -1.52 | 1.36 | 2.01 | -3.56 | 5.33 | -3.2 | -2.63 | 18.2 |
| 2022 | -0.07 | -1.12 | 1.39 | -3.92 | 2.25 | -9.31 | 5.78 | -1.87 | -9.42 | 9.63 | 6.39 | -20.67 | -22.4 |
| 2023 | 5.53 | -3.96 | -2.93 | 2.41 | -4.56 | 4.93 | 2.39 | -2.92 | -5.47 | -0.73 | 5.38 | -21.73 | -22.4 |
| 2024 | -0.3 | 5.8 |