Ivy Value Fund
Quarterly Returns (%)| Years | Q1 | Q2 | Q3 | Q4 | Annual |
|---|---|---|---|---|---|
| 2007 | 0 | 5.86 | -2.46 | -6.05 | 0 |
| 2008 | -8.98 | -2.46 | -8.35 | -18.46 | -33.66 |
| 2009 | -13.11 | 17.62 | 20.01 | 3.67 | 27.15 |
| 2010 | 8.11 | -10.5 | 8.69 | 12.68 | 18.5 |
| 2011 | 5.8 | -1.22 | -19.61 | 10.91 | -6.82 |
| 2012 | 13.94 | -5.54 | 6.01 | 2.48 | 18.75 |
| 2013 | 12.3 | 4.62 | 3.33 | 10.81 | 34.83 |
| 2014 | 2.31 | 3.93 | 3.42 | 0.87 | 10.93 |
| 2015 | -2.08 | 1.96 | -7.76 | 4.47 | -3.8 |
| 2016 | -2.56 | 0.76 | 5.92 | 6.91 | 11.18 |
| 2017 | 3.59 | 2.53 | 0.81 | 4.51 | 12.52 |
| 2018 | -2.01 | 3.85 | 7.34 | -14.22 | -7.06 |
| 2019 | 9.6 | 1.6 | 1.27 | -0.13 | 15.24 |
| 2020 | -29.34 | 15.94 | 0.19 | 18.25 | -1.8 |
| 2021 | 2.1 | 18.33 | -9.69 | 9.16 | 18.2 |
| 2022 | 0.18 | -10.91 | -5.98 | -7.48 | -22.36 |
| 2023 | -1.63 | 2.55 | -6.03 | -17.36 | -22.39 |
| 2024 | 7.84 | -1.06 | 0 | 5.8 |