Ivy Large Cap Growth Fund
Monthly Returns (%)Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2000 | 0 | 0 | 0 | 0 | 0 | 0 | 16.2 | 10.24 | -1.56 | -3.65 | -7.49 | 5.11 | 0 |
2001 | 4.36 | -15.81 | -7.78 | 6.75 | -0.59 | -2.88 | -2.35 | -5.24 | -11.5 | 4.5 | 6.7 | 0.34 | -23.5 |
2002 | 1.79 | -4.17 | 5.5 | -4.13 | -2.27 | -6.49 | -6.44 | 1.06 | -9.31 | 6.07 | 3.13 | -5.15 | -19.8 |
2003 | 0 | -0.42 | 1.26 | 5.52 | 5.63 | 0.12 | 3.47 | 2.99 | -3.14 | 8.99 | 2.31 | -0.43 | 29 |
2004 | 1.73 | 0.21 | -1.8 | -3.34 | 3.12 | 1.73 | -8.19 | -0.7 | 4.08 | 2.24 | 5.04 | 2.4 | 5.9 |
2005 | -1.43 | 0.83 | -2.15 | -2.52 | 3.87 | 4.14 | 3.88 | -0.57 | 1.35 | 1.9 | 4.75 | -0.18 | 14.4 |
2006 | 6.51 | -2.18 | -0.68 | 0.26 | -4.3 | 2.33 | -5.26 | 0.74 | 1.93 | 1.98 | 3.63 | -1.11 | 3.3 |
2007 | 2.42 | -2.19 | 1.81 | 2.88 | 3.87 | -0.95 | 0.08 | 5.91 | 9.35 | 6.14 | -3.38 | 0.81 | 29.3 |
2008 | -9.82 | -1.64 | -0.15 | 3.19 | 3.46 | -6.61 | -0.23 | -0.15 | -11.32 | -14.91 | -8.11 | 1.41 | -38.1 |
2009 | -5.77 | -6.47 | 7.53 | 7.46 | 3.21 | 0.21 | 6.2 | 1.75 | 3.35 | -2.78 | 6.09 | 2.68 | 24.6 |
2010 | -5.61 | 3.62 | 6.28 | 2.32 | -8.61 | -5.53 | 7.67 | -6.14 | 10.53 | 5.24 | 1.39 | 4.62 | 14.5 |
2011 | 0.69 | 4.43 | -0.37 | 2.65 | -0.93 | -0.58 | -0.22 | -5.39 | -8.39 | 12.69 | -0.37 | -0.97 | 1.9 |
2012 | 3.85 | 5.31 | 4.63 | -0.07 | -7.67 | 0.79 | -0.28 | 3.28 | 2 | -3.99 | 3.38 | -0.42 | 10.5 |
2013 | 4.32 | 0.46 | 3.79 | 1.26 | 2.24 | -2.74 | 4.88 | -1.73 | 7.77 | 5.01 | 2.68 | 3.31 | 35.5 |
2014 | -2.27 | 6.2 | -3.98 | -1.31 | 3.51 | 2.5 | -0.6 | 4.42 | -2.04 | 3.74 | 1.9 | -0.74 | 11.4 |
2015 | 0.6 | 6.05 | -1.44 | -1.41 | 1.64 | -0.05 | 3.28 | -6.2 | -2.42 | 8.86 | 0.05 | -1.53 | 6.8 |
2016 | -6.55 | -2.63 | 6 | -0.45 | 1.93 | -2.18 | 5.88 | -0.11 | 1.08 | -2.61 | 1.32 | 0.2 | 1.2 |
2017 | 3.92 | 3.6 | 1.05 | 1.41 | 3.91 | -1.49 | 3.77 | 2.28 | 1.47 | 3.73 | 1.53 | 0.72 | 29 |
2018 | 8.36 | -1.44 | -2.54 | 0.57 | 4.79 | 0.54 | 2.13 | 4.69 | 1.56 | -8.61 | 1.62 | -7.96 | 2.4 |
2019 | 7.85 | 4.63 | 2.71 | 4.36 | -4.09 | 6.77 | 1.81 | 0.32 | -0.24 | 1.29 | 3.75 | -9.11 | 20.6 |
2020 | 9.42 | 6.45 | 3.54 | 7.25 | 12.96 | -9.48 | -6.52 | 2.58 | -10.87 | -3.93 | 8.68 | 3.72 | 22.4 |
2021 | -11.36 | 1.42 | 2.8 | 18.07 | -0.09 | 5.52 | 3.42 | 4.01 | -5.92 | 8.04 | -0.05 | -5.8 | 18.4 |
2022 | -8.02 | -5.27 | 4.19 | -11.99 | -1.75 | -7.03 | 11.92 | -5.32 | -10.19 | 6.64 | 4.96 | -16.25 | -34.9 |
2023 | 8.38 | -3.68 | 8.12 | 3.3 | 3.11 | 5.89 | 1.9 | -0.48 | -5.63 | -1.14 | 10.94 | -0.03 | 33.6 |
2024 | 2.42 | 20.4 |