Ivy Value Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1994 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0.47 | -4.49 | 1.09 | 0 |
| 1995 | 1.17 | 4.83 | 2.23 | 0.54 | 4.23 | 1.67 | 4.6 | 2.93 | 2.61 | -3.47 | 6.71 | -5.09 | 24.8 |
| 1996 | 2.68 | 2.92 | 2.55 | 2.41 | 1.99 | -0.05 | -3.01 | 5.27 | 3.48 | 1.86 | 5.8 | -8.72 | 17.6 |
| 1997 | 4.53 | 1.88 | -1.47 | 2.26 | 4.49 | 3.34 | 7.21 | -2.46 | 4.89 | -5.57 | -1.7 | -0.84 | 17 |
| 1998 | -2.63 | 5.34 | 3.82 | -1.59 | -2.88 | 0.32 | -4.63 | -13.98 | 4.7 | 8.07 | 3.73 | 2.42 | 0.7 |
| 1999 | -1.57 | -2.3 | -0.12 | 8.41 | -1.39 | 3.84 | -3.32 | -4.72 | -2.46 | 4.89 | -1.39 | -0.22 | -1.1 |
| 2000 | -1.67 | -6.72 | 8.59 | -3.1 | -1.93 | -1.02 | 0.27 | 5.34 | -1.92 | 2.25 | -6.61 | 5.52 | -2.2 |
| 2001 | 2.24 | -5.67 | -3.95 | 5.7 | 1.08 | -2.3 | -1.23 | -4.36 | -8.71 | -0.71 | 6 | 1.62 | -10.8 |
| 2002 | -0.52 | 0.75 | 5.46 | -3.24 | 0.15 | -6.37 | -8.09 | 0.42 | -11.75 | 8.05 | 5.32 | -5.03 | -15.6 |
| 2003 | -2.04 | -2.36 | -0.29 | 9.63 | 4.6 | 1.3 | 1.06 | 1.83 | -1.97 | 6.08 | 1.43 | 5.28 | 26.6 |
| 2004 | 1.62 | 2.08 | -0.95 | -1.65 | 0.7 | 2.78 | -3.04 | 0.7 | 1.04 | 2.47 | 4.76 | 3.05 | 14.1 |
| 2005 | -0.62 | 2.32 | -1.54 | -2.81 | 3.4 | 0.91 | 2.16 | -1.15 | 0.84 | -2.12 | 2.23 | 0.51 | 4 |
| 2006 | 2.66 | 0.18 | 0.88 | 1.28 | -2.53 | 0.27 | 1.06 | 2.16 | 1.94 | 3.14 | 2.07 | 2.16 | 16.2 |
| 2007 | 1.66 | -1.63 | 1.87 | 4.52 | 4.02 | -2.47 | -4.71 | 0.42 | 3.12 | 0.65 | -5.25 | -0.5 | 1.1 |
| 2008 | -3.3 | -2.06 | -4.09 | 5.2 | 1.25 | -8.54 | -2.13 | 1.32 | -7.67 | -14.87 | -7.2 | 3 | -34.1 |
| 2009 | -6.97 | -11.61 | 5.41 | 10.16 | 5.3 | 1.21 | 10.56 | 5.51 | 2.65 | -2.01 | 4.17 | 1.45 | 26.2 |
| 2010 | -2.22 | 4.26 | 5.85 | 2.7 | -7.57 | -6.09 | 6.78 | -6.35 | 8.58 | 3.39 | 1.03 | 7.82 | 17.6 |
| 2011 | 1.71 | 3.65 | 0.28 | 1.56 | -1.1 | -1.83 | -4.24 | -7.8 | -9.1 | 10.73 | -0.45 | 0.52 | -7.3 |
| 2012 | 5.76 | 4.77 | 2.75 | -1.82 | -6.9 | 3.83 | 0.54 | 2.99 | 2.62 | 1.7 | 0 | 1.25 | 18.2 |
| 2013 | 6.86 | 0.72 | 4.32 | 1.92 | 3.14 | -0.7 | 3.82 | -3.09 | 3 | 2.91 | 4.34 | 3.06 | 34.4 |
| 2014 | -2.66 | 3 | 2.01 | -0.46 | 2.24 | 2.02 | 0.44 | 5.15 | -2.18 | 0.04 | 1.37 | -0.58 | 10.6 |
| 2015 | -6.39 | 6.74 | -2.13 | 0.47 | 3.53 | -2.05 | 3.02 | -6.56 | -4.27 | 7.42 | -0.64 | -2.18 | -4.1 |
| 2016 | -6.81 | -1.48 | 6.02 | 0.96 | 0.95 | -1.2 | 3.1 | 1.82 | 0.78 | -1.16 | 5.65 | 2.32 | 10.8 |
| 2017 | 1.05 | 3.11 | -0.7 | -0.09 | -0.97 | 3.56 | 1.42 | -3.35 | 2.77 | 0.86 | 2.49 | 1.61 | 12.2 |
| 2018 | 5.93 | -5.36 | -2.35 | 0.21 | 2.44 | -0.79 | 5.28 | 2.85 | -0.55 | -7.15 | 2.24 | -9.09 | -7.3 |
| 2019 | 8.28 | 1.74 | -0.57 | 4.86 | -8.01 | 6.92 | 1.07 | -2.37 | 3.48 | 3.27 | 3.46 | -6.6 | 15.1 |
| 2020 | 3.68 | 3.39 | -0.48 | 3.56 | 12.51 | -19.51 | -9.23 | -3.32 | -6.4 | -2.82 | 17.09 | 4.37 | -1.8 |
| 2021 | -10.9 | 7.23 | 17.39 | 4.89 | 3.64 | -1.54 | 1.36 | 1.98 | -3.47 | 5.33 | -3.21 | -2.65 | 18.1 |
| 2022 | -0.11 | -1.13 | 1.4 | -3.91 | 2.22 | -9.33 | 5.81 | -1.92 | -0.11 | -1.13 | 1.55 | -3.91 | -22.5 |
| 2023 | 5.52 | -4.03 | -2.91 | 2.38 | -4.6 | 4.97 | 2.41 | -2.95 | -5.42 | -0.79 | 5.32 | -21.97 | -22.7 |
| 2024 | -0.3 | 5.8 |