Ivy Value Fund
Quarterly Returns (%)| Years | Q1 | Q2 | Q3 | Q4 | Annual |
|---|---|---|---|---|---|
| 1994 | 0 | -100 | -1.3 | -3 | 0 |
| 1995 | 8.42 | 6.54 | 10.49 | -1.63 | 24.77 |
| 1996 | 8.38 | 3.71 | 4.78 | -1.63 | 17.6 |
| 1997 | 4.93 | 10.42 | 9.69 | -7.95 | 16.99 |
| 1998 | 6.48 | -4.12 | -14.11 | 14.81 | 0.69 |
| 1999 | -3.96 | 11 | -10.16 | 3.21 | -1.14 |
| 2000 | -0.4 | -5.94 | 3.59 | 0.17 | -2.21 |
| 2001 | -7.37 | 5.51 | -14.23 | 7.54 | -10.83 |
| 2002 | 5.7 | -9.08 | -17.19 | 8.07 | -15.59 |
| 2003 | -4.63 | 16.17 | 0.88 | 13.28 | 26.6 |
| 2004 | 2.75 | 1.79 | -1.35 | 10.62 | 14.14 |
| 2005 | 0.12 | 1.41 | 1.84 | 0.57 | 3.98 |
| 2006 | 3.74 | -1.01 | 5.25 | 7.67 | 16.24 |
| 2007 | 1.87 | 5.76 | -2.54 | -6.15 | 1.13 |
| 2008 | -9.16 | -2.58 | -8.45 | -18.63 | -34.07 |
| 2009 | -13.32 | 17.4 | 19.74 | 3.56 | 26.2 |
| 2010 | 7.91 | -10.86 | 8.58 | 12.62 | 17.61 |
| 2011 | 5.72 | -1.39 | -19.75 | 10.8 | -7.3 |
| 2012 | 13.85 | -5.68 | 5.88 | 2.34 | 18.23 |
| 2013 | 12.28 | 4.49 | 3.29 | 10.66 | 34.41 |
| 2014 | 2.28 | 3.82 | 3.32 | 0.83 | 10.61 |
| 2015 | -2.21 | 1.88 | -7.84 | 4.41 | -4.14 |
| 2016 | -2.67 | 0.7 | 5.8 | 6.85 | 10.79 |
| 2017 | 3.47 | 2.46 | 0.73 | 4.44 | 12.16 |
| 2018 | -2.1 | 3.77 | 7.24 | -14.27 | -7.32 |
| 2019 | 9.54 | 1.61 | 1.32 | -0.21 | 15.11 |
| 2020 | -29.36 | 15.96 | 0.33 | 18.76 | -1.77 |
| 2021 | 12.16 | 7.03 | -9.57 | 9.14 | 18.12 |
| 2022 | 0.15 | -10.93 | -5.93 | -7.61 | -22.48 |
| 2023 | -17.69 | -5.99 | 2.52 | -1.68 | -22.73 |
| 2024 | 7.87 | -5.42 | 0 | 5.75 |