Ivy Value Fund
Quarterly Returns (%)| Years | Q1 | Q2 | Q3 | Q4 | Annual |
|---|---|---|---|---|---|
| 2003 | 0 | -100 | -100 | 4.18 | 0 |
| 2004 | 2.68 | 1.82 | -1.34 | 10.64 | 14.13 |
| 2005 | 0.26 | 1.41 | 1.9 | 0.63 | 4.26 |
| 2006 | 3.85 | -1.03 | 5.37 | 7.78 | 16.53 |
| 2007 | 1.88 | 5.81 | -2.51 | -6.16 | 1.27 |
| 2008 | -9.05 | -2.51 | -8.36 | -18.59 | -33.85 |
| 2009 | -13.11 | 17.52 | 19.75 | 3.6 | 26.69 |
| 2010 | 8.04 | -10.78 | 8.63 | 12.65 | 17.96 |
| 2011 | 5.76 | -1.33 | -19.68 | 10.86 | -7.09 |
| 2012 | 13.89 | -5.62 | 5.97 | 2.36 | 18.49 |
| 2013 | 12.26 | 4.53 | 3.29 | 10.68 | 34.52 |
| 2014 | 2.27 | 3.86 | 3.35 | 0.83 | 10.69 |
| 2015 | -2.17 | 1.88 | -7.79 | 4.39 | -4.06 |
| 2016 | -2.61 | 0.73 | 5.83 | 6.82 | 10.91 |
| 2017 | 3.46 | 2.47 | 0.72 | 4.44 | 12.14 |
| 2018 | -2.1 | 3.79 | 7.29 | -14.26 | -7.29 |
| 2019 | 9.57 | 1.61 | 1.32 | -0.21 | 15.14 |
| 2020 | -29.57 | 15.92 | 0.32 | 18.32 | -2.1 |
| 2021 | 2.01 | 18.11 | -9.56 | 9.16 | 18.1 |
| 2022 | 0.15 | -10.92 | -5.94 | -7.66 | -22.52 |
| 2023 | -1.69 | 2.53 | -6.05 | -17.78 | -22.83 |
| 2024 | 7.9 | -2.6 | 0 | 5.83 |