Ivy Small Cap Growth Fund
Monthly Returns (%)Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
1995 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
1996 | -1.58 | 4.02 | 1.64 | 7.89 | 3.61 | -5.36 | -9.16 | 4.06 | 5.04 | -5.52 | 1.05 | -3.22 | 1 |
1997 | 1.27 | -4.16 | -7.57 | 1.31 | 12.28 | 4.8 | 6.32 | -0.26 | 6.48 | -2.92 | 0.42 | -1.16 | 16.4 |
1998 | 1.68 | 13 | 6.59 | 1.24 | -0.81 | 6.16 | -2.32 | -17.29 | 7.02 | 6.26 | 9.12 | -5.08 | 24.2 |
1999 | 4.27 | -5.78 | 4.9 | 4.6 | 3.27 | 0.91 | -0.48 | -2.61 | 5.85 | 1.76 | 12.42 | 5.24 | 38.8 |
2000 | -5.18 | 31.2 | -11.11 | -13.82 | -2.56 | 7.68 | -5.57 | 3.41 | -4.2 | -1.2 | -10.99 | 1.48 | -16.5 |
2001 | 9.62 | -9.55 | -13.7 | 12.72 | 3.41 | 3.55 | -3.76 | -6.03 | -15.63 | 9.21 | 7.55 | 6.11 | -1.8 |
2002 | -6.7 | -2.95 | 8.06 | -2.19 | -3.41 | -9.11 | -14.62 | 2.4 | -5.03 | 5.54 | 8.28 | -6.14 | -25.2 |
2003 | 2.07 | -2.02 | 2.07 | 7.54 | 6.07 | 0.2 | 4.04 | 3.12 | -3.76 | 10.01 | 1.65 | 1.53 | 36.7 |
2004 | 3.86 | -0.16 | -0.73 | -2.77 | 2.18 | 3.04 | -7.17 | -3.09 | 2.92 | 6.11 | 5.84 | 4.06 | 14 |
2005 | -2.28 | 3.39 | -2.84 | -3.45 | 7.77 | 3.32 | 6.77 | -1.9 | 0.6 | -3.31 | 5.41 | -0.51 | 12.8 |
2006 | 6.46 | -0.95 | 3.06 | -1.11 | -4.63 | -0.2 | -5.79 | 0.77 | 0.28 | 3.73 | 4.46 | 1.05 | 6.6 |
2007 | 0.86 | 0.64 | 1.56 | 2.17 | 5.06 | -0.78 | -3.02 | 1.76 | 5.25 | 2.97 | -7.42 | -0.74 | 7.9 |
2008 | -9.51 | -5.63 | 2.76 | 5.46 | 3.29 | -6.85 | -1.54 | 0.43 | -8.38 | -21.04 | -6.57 | 4.81 | -37.6 |
2009 | -7.88 | -4.68 | 11.64 | 12.56 | 2.01 | 3.17 | 8.06 | 0.69 | 7.89 | -5.06 | 3.04 | 7.39 | 43.2 |
2010 | -3.7 | 5.71 | 8.53 | 5.82 | -5.23 | -5.37 | 6.41 | -6.49 | 14.53 | 2.31 | 6.13 | 4.85 | 36.1 |
2011 | -0.76 | 7.4 | 3.27 | 4.32 | -1.99 | -1.35 | -3.65 | -9.71 | -10.49 | 13.77 | -2.25 | -1.23 | -5.1 |
2012 | 5.45 | 3.66 | 4.1 | -0.61 | -5.85 | 4.79 | -1.92 | 3.53 | 2.98 | -3.37 | -0.31 | 2.56 | 15.3 |
2013 | 6.68 | 0.98 | 6.14 | -2.36 | 3.84 | 0.95 | 5.18 | 0.05 | 6.22 | 1.17 | 3.43 | 3.04 | 41.1 |
2014 | -1.18 | 3.62 | -1.47 | -7.05 | 1.36 | 6.94 | -6.26 | 2.97 | -4.46 | 6.33 | 0.9 | 2.73 | 3.3 |
2015 | -3.43 | 7.55 | 1.72 | -2.74 | 1.5 | 1.94 | 0.54 | -5.56 | -5.88 | 5.13 | 3.58 | -5.29 | -2 |
2016 | -7.44 | -2.16 | 8.65 | 1.52 | 1.67 | 1.75 | 4.94 | 0.05 | 0.31 | -4.39 | 8.8 | 0.41 | 13.7 |
2017 | 2.36 | 3.56 | 1.07 | 1.39 | 0.47 | 3.63 | -0.23 | -0.82 | 4.87 | 1.27 | 3.46 | 0.57 | 23.7 |
2018 | 4.14 | -0.79 | 1.19 | 0.39 | 5.8 | 0.86 | -0.65 | 8.91 | -1.01 | -10.81 | 1.97 | -11.96 | -4 |
2019 | 12.98 | 5.18 | -1.08 | 3.79 | -5.1 | 6.63 | 0.83 | -5.82 | -3.07 | 1.09 | 6.87 | -4.37 | 17.4 |
2020 | 4.61 | 6.6 | 1.86 | 8.89 | 15.32 | -17.85 | -6.45 | 2.1 | -9.27 | 1.47 | 13.03 | 10.73 | 29 |
2021 | -19.15 | 3.76 | 24.49 | 4.99 | -2.97 | 3.53 | 0.32 | 0.77 | -4.42 | 3.06 | -7.53 | -20.06 | -18.9 |
2022 | -11.15 | 1.13 | 2.63 | -11.75 | -3.6 | -8.02 | 10.6 | -2.14 | -8.11 | 10.05 | -0.77 | -10.99 | -30.2 |
2023 | 9.52 | 0.86 | -1.82 | -2.31 | -2.78 | 9.18 | 4.57 | -4.79 | -5.54 | -9.24 | 9.53 | 4.17 | 9.5 |
2024 | 0.23 | 10.5 |