Ivy Value Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2012 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| 2013 | 6.8 | 0.67 | 4.32 | 1.92 | 3.14 | -0.75 | 3.78 | -3.1 | 2.96 | 2.88 | 4.35 | -1.02 | 28.8 |
| 2014 | -2.71 | 2.96 | 2.02 | -0.46 | 2.24 | 1.94 | 0.45 | 5.12 | -2.19 | 0 | 1.37 | -0.63 | 10.3 |
| 2015 | -6.4 | 6.75 | -2.18 | 0.43 | 3.54 | -2.06 | 2.94 | -6.57 | -4.24 | 7.39 | -0.64 | -2.23 | -4.4 |
| 2016 | -6.81 | -1.48 | 5.97 | 0.91 | 0.96 | -1.23 | 3.05 | 1.87 | 0.53 | -1.16 | 5.6 | 2.32 | 10.3 |
| 2017 | 1.05 | 3.02 | -0.7 | -0.09 | -1.02 | 3.57 | 1.38 | -3.4 | 2.79 | 0.83 | 2.44 | 1.6 | 11.9 |
| 2018 | 5.9 | -5.41 | -2.35 | 0.22 | 2.41 | -0.83 | 5.25 | 2.86 | -0.59 | -7.16 | 2.2 | -9.14 | -7.7 |
| 2019 | 8.3 | 1.7 | -0.62 | 4.88 | -8.03 | 6.99 | 1.03 | -2.38 | 3.57 | 3.24 | 3.42 | -6.54 | 15.1 |
| 2020 | 3.59 | 3.4 | -0.51 | 3.66 | 12.49 | -19.56 | -9.25 | -3.37 | -6.07 | -2.77 | 17.08 | 3.94 | -1.8 |
| 2021 | -10.64 | 7.2 | 6.31 | 15.67 | 3.61 | -1.58 | 1.33 | 1.99 | -3.31 | 5.33 | -3.22 | -2.72 | 18.1 |
| 2022 | -0.18 | -1.2 | 1.47 | -3.99 | 2.16 | -9.26 | 5.71 | -1.97 | -9.21 | 9.54 | 6.37 | -20.8 | -22.7 |
| 2023 | 5.5 | -4.01 | -2.92 | 2.39 | -4.62 | 5.29 | 2.37 | -2.95 | -5.38 | -0.84 | 5.34 | -22.02 | -22.6 |
| 2024 | -0.36 | 5.7 |