Ivy Value Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2003 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| 2004 | 1.55 | 2.09 | -1.09 | -1.72 | 0.63 | 2.72 | -3.12 | 0.63 | 0.97 | 2.41 | 4.64 | 2.96 | 13.1 |
| 2005 | -0.69 | 2.2 | -1.54 | -2.88 | 3.28 | 0.81 | 2.1 | -1.21 | 0.8 | -2.25 | 2.18 | 0.47 | 3.1 |
| 2006 | 2.55 | 0.12 | 0.83 | 1.23 | -2.6 | 0.12 | 1.01 | 2.06 | 1.9 | 3.05 | 2.03 | 2.05 | 15.2 |
| 2007 | 1.61 | -1.69 | 1.78 | 4.45 | 3.95 | -2.53 | -4.75 | 0.31 | 3.04 | 0.61 | -5.35 | -0.55 | 0.3 |
| 2008 | -3.32 | -2.19 | -4.12 | 5.12 | 1.14 | -8.62 | -2.21 | 1.26 | -7.81 | -14.89 | -7.36 | 2.89 | -34.8 |
| 2009 | -7.02 | -11.61 | 5.34 | 10.04 | 5.16 | 1.14 | 10.49 | 5.33 | 2.61 | -2.1 | 4.15 | 1.28 | 24.9 |
| 2010 | -2.18 | 4.1 | 5.87 | 2.67 | -7.68 | -6.12 | 6.67 | -6.39 | 8.51 | 3.25 | 0.98 | 7.78 | 16.8 |
| 2011 | 1.62 | 3.55 | 0.23 | 1.54 | -1.18 | -1.88 | -4.29 | -7.87 | -9.13 | 10.63 | -0.52 | 0.52 | -8 |
| 2012 | 5.69 | 4.7 | 2.63 | -1.87 | -6.95 | 3.81 | 0.49 | 2.88 | 2.56 | 1.63 | -0.06 | 1.2 | 17.3 |
| 2013 | 6.79 | 0.64 | 4.27 | 1.92 | 3.07 | -0.77 | 3.73 | -3.13 | 2.94 | 2.86 | 4.33 | 2.99 | 33.5 |
| 2014 | -2.73 | 2.94 | 1.93 | -0.52 | 2.21 | 1.91 | 0.42 | 5.1 | -2.25 | -0.04 | 1.33 | -0.65 | 9.8 |
| 2015 | -6.44 | 6.7 | -2.19 | 0.4 | 3.46 | -2.08 | 2.94 | -6.64 | -4.32 | 7.38 | -0.7 | -2.25 | -4.8 |
| 2016 | -6.83 | -1.53 | 5.94 | 0.89 | 0.94 | -1.26 | 3.04 | 1.78 | 0.71 | -1.19 | 5.58 | 2.25 | 10.1 |
| 2017 | 1.04 | 2.98 | -0.72 | -0.14 | -1.05 | 3.56 | 1.34 | -3.43 | 2.73 | 0.82 | 2.4 | 1.55 | 11.4 |
| 2018 | 5.85 | -5.4 | -2.4 | 0.18 | 2.36 | -0.87 | 5.23 | 2.8 | -0.61 | -7.23 | 2.16 | -9.13 | -8 |
| 2019 | 8.22 | 1.72 | -0.64 | 4.79 | -8.05 | 6.98 | 1.03 | -2.48 | 3.68 | 3.19 | 3.35 | -6.73 | 14.6 |
| 2020 | 3.59 | 3.28 | -0.51 | 3.81 | 12.36 | -19.58 | -9.25 | -3.43 | -5.9 | -2.58 | 17 | 3.97 | -2 |
| 2021 | -10.87 | 7.17 | 6.31 | 15.59 | 3.56 | -1.62 | 1.28 | 1.94 | -3.25 | 5.25 | -3.3 | -2.97 | 17.4 |
| 2022 | -0.15 | -1.19 | 1.47 | -3.97 | 2.15 | -9.3 | 5.71 | -1.99 | -9.24 | 9.49 | 6.34 | -21.6 | -23.6 |
| 2023 | 5.45 | -4.08 | -2.87 | 2.34 | -4.62 | 5.01 | 2.33 | -3.01 | -5.3 | -0.85 | 5.27 | -23.94 | -24.9 |
| 2024 | -0.4 | 5.8 |