Ivy Small Cap Growth Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1992 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 6.4 | 9.4 | 0.9 | 0 |
| 1993 | 1.19 | -2.86 | 1.21 | -1.03 | 3.98 | 4.33 | 1.59 | 5.34 | 5.51 | 1.55 | -0.97 | 0.14 | 21.5 |
| 1994 | 4.07 | -0.54 | -4.61 | -1.42 | -0.43 | -4.34 | 3.78 | 7.43 | 1.63 | 4.94 | -1.15 | 1.29 | 10.4 |
| 1995 | -1.52 | 3.74 | 5.1 | 0.47 | -0.59 | 7.11 | 5.97 | 2.61 | 2.75 | 0.79 | 3.93 | -3.5 | 29.7 |
| 1996 | -2.64 | 4.02 | 1.55 | 7.71 | 3.62 | -5.46 | -9.21 | 3.98 | 5.21 | -5.63 | 1.01 | -1.88 | 0.8 |
| 1997 | 1.13 | -4.24 | -7.58 | 1.21 | 12.24 | 4.65 | 6.3 | -0.35 | 6.43 | -2.96 | 0.34 | 1.11 | 18.1 |
| 1998 | 1.63 | 12.92 | 6.49 | 1.22 | -0.9 | 6.14 | -2.43 | -17.32 | 6.93 | 6.17 | 9.12 | 11.55 | 45.1 |
| 1999 | 4.25 | -5.89 | 4.76 | 4.55 | 3.24 | 0.82 | -0.56 | -2.7 | 5.8 | 1.64 | 12.34 | 23.96 | 62.1 |
| 2000 | -5.25 | 31.18 | -11.17 | -13.86 | -2.63 | 7.55 | -5.58 | 2.33 | -3.39 | -1.26 | -11.01 | 1.3 | -17.3 |
| 2001 | 9.56 | -9.64 | -13.71 | 12.58 | 3.41 | 3.39 | -3.81 | -6.08 | -15.69 | 9.07 | 7.46 | 6.05 | -2.6 |
| 2002 | -6.74 | -3.01 | 7.96 | -2.3 | -3.53 | -9.15 | -14.65 | 2.36 | -5.12 | 5.4 | 8.19 | -6.15 | -25.8 |
| 2003 | 1.89 | -2.1 | 2.02 | 7.31 | 6 | 0.22 | 3.91 | 3.03 | -3.86 | 9.93 | 1.54 | 1.51 | 35.3 |
| 2004 | 3.73 | -0.18 | -0.81 | -2.9 | 2.15 | 2.93 | -7.2 | -3.16 | 2.77 | 6.06 | 5.72 | 4.03 | 13 |
| 2005 | -2.39 | 3.38 | -2.94 | -3.54 | 7.77 | 3.16 | 6.76 | -1.99 | 0.53 | -3.44 | 5.41 | -0.65 | 11.7 |
| 2006 | 6.42 | -1.01 | 2.97 | -1.2 | -4.7 | -0.22 | -5.85 | 0.64 | 0.24 | 3.63 | 4.42 | 0.98 | 5.8 |
| 2007 | 0.76 | 0.58 | 1.49 | 2.13 | 4.97 | -0.92 | -3 | 1.59 | 5.24 | 2.9 | -7.51 | -0.76 | 7 |
| 2008 | -9.65 | -5.64 | 2.67 | 5.41 | 3.16 | -6.98 | -1.54 | 0.31 | -8.43 | -21.02 | -6.76 | 4.57 | -38.4 |
| 2009 | -7.91 | -4.7 | 11.56 | 12.5 | 1.9 | 3.06 | 7.87 | 0.72 | 7.72 | -5.07 | 2.9 | 7.34 | 41.9 |
| 2010 | -3.68 | 5.57 | 8.48 | 5.53 | -5.33 | -5.44 | 6.36 | -6.55 | 14.42 | 2.22 | 6.08 | 4.75 | 34.6 |
| 2011 | -0.78 | 7.32 | 3.23 | 4.19 | -2.05 | -1.39 | -3.74 | -9.76 | -10.57 | 13.64 | -2.32 | -1.29 | -5.8 |
| 2012 | 5.36 | 3.61 | 3.96 | -0.61 | -5.98 | 4.73 | -1.95 | 3.42 | 2.92 | -3.36 | -0.46 | 2.54 | 14.3 |
| 2013 | 6.63 | 0.88 | 6.09 | -2.39 | 3.71 | 0.88 | 5.15 | -0.06 | 6.18 | 1.08 | 3.38 | 2.97 | 39.9 |
| 2014 | -1.23 | 3.55 | -1.57 | -7.03 | 1.25 | 6.89 | -6.32 | 2.86 | -4.54 | 6.35 | 0.81 | 2.67 | 2.6 |
| 2015 | -3.5 | 7.52 | 1.62 | -2.83 | 1.45 | 1.93 | 0.43 | -5.6 | -5.94 | 5.08 | 3.52 | -5.3 | -2.7 |
| 2016 | -7.54 | -2.21 | 8.6 | 1.44 | 1.58 | 1.71 | 4.89 | 0 | 0.22 | -4.43 | 8.74 | 0.37 | 12.8 |
| 2017 | 2.25 | 3.52 | 1.06 | 1.26 | 0.48 | 3.51 | -0.27 | -0.87 | 4.77 | 1.22 | 3.36 | 0.46 | 22.7 |
| 2018 | 4.11 | -0.87 | 1.15 | 0.33 | 5.73 | 0.82 | -0.75 | 8.87 | -1.1 | -10.76 | 1.82 | -11.95 | -4.5 |
| 2019 | 12.94 | 5.02 | -1.12 | 3.7 | -5.17 | 6.61 | 0.72 | -5.87 | -3.12 | 1.02 | 6.84 | -7.93 | 12.2 |
| 2020 | 4.52 | 6.56 | 1.85 | 8.75 | 15.22 | -17.88 | -6.5 | 2.05 | -14.4 | 1.46 | 12.91 | 10.81 | 21 |
| 2021 | -37.61 | 70.85 | -2.27 | 4.95 | -3.04 | 3.45 | 0.24 | 0.71 | -4.48 | 3.02 | -7.61 | -38.98 | -38.6 |
| 2022 | -11.26 | 1.08 | 2.61 | -11.78 | -3.8 | -8.03 | 10.5 | -2.14 | -8.21 | 9.99 | -0.81 | -15.85 | -34.5 |
| 2023 | 9.42 | 0.89 | -1.91 | -2.4 | -2.92 | 9.18 | 4.49 | -4.85 | -5.54 | -9.26 | 9.35 | -1.71 | 2.6 |
| 2024 | 0.16 | 9.8 |