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 | 0 | 0 | 0 |
| 1995 | 1.17 | 0 | 4.83 | 0 | 2.23 | 0 | 0.54 | 0 | 4.23 | 0 | 1.67 | 0 | 24.8 |
| 1996 | 2.68 | 0 | 2.92 | 0 | 2.55 | 0 | 2.41 | 0 | 1.99 | 0 | -0.05 | 0 | 17.6 |
| 1997 | 4.53 | 0 | 1.88 | 0 | -1.47 | 0 | 2.26 | 0 | 4.49 | 0 | 3.34 | 0 | 17 |
| 1998 | -2.63 | 0 | 5.34 | 0 | 3.82 | 0 | -1.59 | 0 | -2.88 | 0 | 0.32 | 0 | 0.7 |
| 1999 | -1.57 | 0 | -2.3 | 0 | -0.12 | 0 | 8.41 | 0 | -1.39 | 0 | 3.84 | 0 | -1.1 |
| 2000 | -1.67 | 0 | -6.72 | 0 | 8.59 | 0 | -3.1 | 0 | -1.93 | 0 | -1.02 | 0 | -2.2 |
| 2001 | 2.24 | 0 | -5.67 | 0 | -3.95 | 0 | 5.7 | 0 | 1.08 | 0 | -2.3 | 0 | -10.8 |
| 2002 | -0.52 | 0 | 0.75 | 0 | 5.46 | 0 | -3.24 | 0 | 0.15 | 0 | -6.37 | 0 | -15.6 |
| 2003 | -2.04 | 0 | -2.36 | 0 | -0.29 | 0 | 9.63 | 0 | 4.6 | 0 | 1.3 | 0 | 26.6 |
| 2004 | 1.62 | 0 | 2.08 | 0 | -0.95 | 0 | -1.65 | 0 | 0.7 | 0 | 2.78 | 0 | 14.1 |
| 2005 | -0.62 | 0 | 2.32 | 0 | -1.54 | 0 | -2.81 | 0 | 3.4 | 0 | 0.91 | 0 | 4 |
| 2006 | 2.66 | 0 | 0.18 | 0 | 0.88 | 0 | 1.28 | 0 | -2.53 | 0 | 0.27 | 0 | 16.2 |
| 2007 | 1.66 | 0 | -1.63 | 0 | 1.87 | 0 | 4.52 | 0 | 4.02 | 0 | -2.47 | 0 | 1.1 |
| 2008 | -3.3 | 0 | -2.06 | 0 | -4.09 | 0 | 5.2 | 0 | 1.25 | 0 | -8.54 | 0 | -34.1 |
| 2009 | -6.97 | 0 | -11.61 | 0 | 5.41 | 0 | 10.16 | 0 | 5.3 | 0 | 1.21 | 0 | 26.2 |
| 2010 | -2.22 | 0 | 4.26 | 0 | 5.85 | 0 | 2.7 | 0 | -7.57 | 0 | -6.09 | 0 | 17.6 |
| 2011 | 1.71 | 0 | 3.65 | 0 | 0.28 | 0 | 1.56 | 0 | -1.1 | 0 | -1.83 | 0 | -7.3 |
| 2012 | 5.76 | 0 | 4.77 | 0 | 2.75 | 0 | -1.82 | 0 | -6.9 | 0 | 3.83 | 0 | 18.2 |
| 2013 | 6.86 | 0 | 0.72 | 0 | 4.32 | 0 | 1.92 | 0 | 3.14 | 0 | -0.7 | 0 | 34.4 |
| 2014 | -2.66 | 0 | 3 | 0 | 2.01 | 0 | -0.46 | 0 | 2.24 | 0 | 2.02 | 0 | 10.6 |
| 2015 | -6.39 | 0 | 6.74 | 0 | -2.13 | 0 | 0.47 | 0 | 3.53 | 0 | -2.05 | 0 | -4.1 |
| 2016 | -6.81 | 0 | -1.48 | 0 | 6.02 | 0 | 0.96 | 0 | 0.95 | 0 | -1.2 | 0 | 10.8 |
| 2017 | 1.05 | 0 | 3.11 | 0 | -0.7 | 0 | -0.09 | 0 | -0.97 | 0 | 3.56 | 0 | 12.2 |
| 2018 | 5.93 | 0 | -5.36 | 0 | -2.35 | 0 | 0.21 | 0 | 2.44 | 0 | -0.79 | 0 | -7.3 |
| 2019 | 8.28 | 0 | 1.74 | 0 | -0.57 | 0 | 4.86 | 0 | -8.01 | 0 | 6.92 | 0 | 15.1 |
| 2020 | -3.32 | 0 | -9.23 | 0 | -19.51 | 0 | 12.51 | 0 | 3.56 | 0 | -0.48 | 0 | -1.8 |
| 2021 | -10.9 | 0 | 7.23 | 0 | 17.39 | 0 | 4.89 | 0 | 3.64 | 0 | -1.54 | 0 | 18.1 |
| 2022 | -0.11 | -0.11 | -1.13 | -1.13 | 1.4 | 1.55 | -3.91 | -3.91 | 2.22 | 3.28 | -9.33 | -10.09 | -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 | 3.64 | 4.39 | -3.2 | 5.8 |