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 | 1.62 | 2.15 | -1.09 | -1.65 | 0.7 | 2.81 | -3.04 | 0.7 | 1.05 | 2.54 | 4.75 | 3.01 | 14.1 |
| 2005 | -0.56 | 2.32 | -1.46 | -2.8 | 3.4 | 0.9 | 2.16 | -1.09 | 0.85 | -2.12 | 2.29 | 0.51 | 4.3 |
| 2006 | 2.66 | 0.18 | 0.99 | 1.28 | -2.53 | 0.25 | 1.06 | 2.22 | 2 | 3.14 | 2.12 | 2.16 | 16.5 |
| 2007 | 1.71 | -1.68 | 1.88 | 4.57 | 4.07 | -2.47 | -4.71 | 0.42 | 3.15 | 0.65 | -5.25 | -0.51 | 1.3 |
| 2008 | -3.24 | -2 | -4.08 | 5.26 | 1.25 | -8.53 | -2.06 | 1.31 | -7.65 | -14.86 | -7.11 | 2.94 | -33.9 |
| 2009 | -6.88 | -11.6 | 5.56 | 10.15 | 5.29 | 1.33 | 10.63 | 5.5 | 2.6 | -1.94 | 4.17 | 1.41 | 26.7 |
| 2010 | -2.15 | 4.25 | 5.91 | 2.7 | -7.56 | -6.02 | 6.76 | -6.33 | 8.63 | 3.31 | 1.09 | 7.86 | 18 |
| 2011 | 1.7 | 3.7 | 0.28 | 1.61 | -1.09 | -1.82 | -4.23 | -7.76 | -9.08 | 10.71 | -0.38 | 0.52 | -7.1 |
| 2012 | 5.82 | 4.76 | 2.74 | -1.82 | -6.83 | 3.83 | 0.6 | 2.93 | 2.71 | 1.7 | 0 | 1.28 | 18.5 |
| 2013 | 6.85 | 0.72 | 4.31 | 1.97 | 3.14 | -0.7 | 3.82 | -3.04 | 3 | 2.91 | 4.37 | 3.05 | 34.5 |
| 2014 | -2.66 | 2.99 | 2.01 | -0.42 | 2.27 | 1.98 | 0.48 | 5.14 | -2.18 | 0.04 | 1.37 | -0.56 | 10.7 |
| 2015 | -6.38 | 6.77 | -2.13 | 0.43 | 3.52 | -2.01 | 3.01 | -6.54 | -4.22 | 7.4 | -0.59 | -2.22 | -4.1 |
| 2016 | -6.8 | -1.48 | 6.06 | 0.91 | 1 | -1.17 | 3.09 | 1.82 | 0.83 | -1.15 | 5.63 | 2.31 | 10.9 |
| 2017 | 1.05 | 3.06 | -0.66 | -0.13 | -0.97 | 3.61 | 1.42 | -3.39 | 2.8 | 0.86 | 2.44 | 1.64 | 12.1 |
| 2018 | 5.92 | -5.35 | -2.35 | 0.21 | 2.48 | -0.8 | 5.27 | 2.88 | -0.56 | -7.14 | 2.24 | -9.09 | -7.3 |
| 2019 | 8.27 | 1.79 | -0.57 | 4.85 | -8 | 6.91 | 1.07 | -2.37 | 3.47 | 3.31 | 3.41 | -6.59 | 15.1 |
| 2020 | 3.63 | 3.4 | -0.48 | 3.57 | 12.46 | -19.72 | -9.21 | -3.36 | -6.37 | -2.83 | 17.06 | 4.01 | -2.1 |
| 2021 | -10.56 | 7.2 | 6.4 | 15.78 | 3.65 | -1.58 | 1.37 | 1.99 | -3.48 | 5.34 | -3.22 | -2.65 | 18.1 |
| 2022 | -0.11 | -1.13 | 1.4 | -3.92 | 2.23 | -9.31 | 5.78 | -1.92 | -9.34 | 9.57 | 6.36 | -20.77 | -22.5 |
| 2023 | 5.49 | -4 | -2.92 | 2.38 | -4.56 | 4.93 | 2.37 | -2.95 | -5.43 | -0.79 | 5.39 | -22.06 | -22.8 |
| 2024 | -0.3 | 5.8 |