Ivy Value Fund
Quarterly Returns (%)| Years | Q1 | Q2 | Q3 | Q4 | Annual |
|---|---|---|---|---|---|
| 2003 | 0 | -100 | -100 | 4.08 | 0 |
| 2004 | 2.54 | 1.59 | -1.56 | 10.34 | 13.14 |
| 2005 | -0.06 | 1.12 | 1.67 | 0.35 | 3.11 |
| 2006 | 3.52 | -1.29 | 5.04 | 7.42 | 15.16 |
| 2007 | 1.67 | 5.54 | -2.77 | -6.34 | 0.31 |
| 2008 | -9.34 | -2.84 | -8.71 | -18.87 | -34.77 |
| 2009 | -13.43 | 17.04 | 19.41 | 3.27 | 24.93 |
| 2010 | 7.8 | -11.02 | 8.35 | 12.37 | 16.8 |
| 2011 | 5.48 | -1.54 | -19.87 | 10.62 | -7.95 |
| 2012 | 13.57 | -5.81 | 5.72 | 2.14 | 17.34 |
| 2013 | 12.05 | 4.3 | 3.09 | 10.51 | 33.53 |
| 2014 | 2.07 | 3.62 | 3.16 | 0.64 | 9.81 |
| 2015 | -2.36 | 1.72 | -8.04 | 4.24 | -4.81 |
| 2016 | -2.8 | 0.55 | 5.63 | 6.67 | 10.11 |
| 2017 | 3.3 | 2.33 | 0.53 | 4.23 | 11.41 |
| 2018 | -2.27 | 3.59 | 7.09 | -14.44 | -8.02 |
| 2019 | 9.38 | 1.59 | 1.38 | -0.53 | 14.57 |
| 2020 | -29.52 | 16.04 | 0.68 | 18.5 | -1.98 |
| 2021 | 1.54 | 17.76 | -9.45 | 8.87 | 17.41 |
| 2022 | 0.11 | -11.03 | -5.97 | -8.72 | -23.55 |
| 2023 | -1.75 | 2.49 | -6.01 | -19.84 | -24.85 |
| 2024 | 7.92 | -2.67 | 0 | 5.79 |