Ivy Funds

  • Ivy Value Fund

Ivy Value Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
2007 -0.5 -5.3 0.7 3.2 0.4 -4.7 -2.5 4.1 0 0 0 0 0
2008 3 -7.1 -14.8 -7.6 1.3 -2.1 -8.5 1.3 5.2 -4 -2 -3.2 -33.7
2009 1.5 4.2 -2 2.7 5.6 10.6 1.2 5.4 10.3 5.5 -11.6 -6.9 27.2
2010 7.9 1.1 3.3 8.7 -6.3 6.8 -5.9 -7.6 3 6 4.3 -2.2 18.5
2011 0.6 -0.4 10.7 -9 -7.7 -4.3 -1.8 -1.1 1.7 0.3 3.8 1.7 -6.8
2012 1.3 0.1 1.8 2.7 3 0.5 3.9 -6.8 -1.8 2.7 4.9 5.8 18.7
2013 3.1 4.4 3 3 -3 3.8 -0.7 3.1 2 4.4 0.7 6.8 34.8
2014 -0.6 1.4 0 -2.1 5.2 0.5 2 2.3 -0.4 2.1 3 -2.7 10.9
2015 -2.2 -0.6 7.4 -4.2 -6.5 3 -2 3.6 0.5 -2.1 6.8 -6.4 -3.8
2016 2.3 5.7 -1.2 0.8 1.9 3.1 -1.2 1 1 6.1 -1.4 -6.8 0
2017 1.7 2.5 0.9 2.8 -3.3 1.5 3.6 -1 -0.1 -0.6 3.1 1.1 12.5
2018 -9.1 2.3 -7.1 -0.5 2.9 5.3 -0.8 2.5 0.3 -2.3 -5.3 6 -7.1
2019 -6.6 3.4 3.3 3.4 -2.4 1.1 6.8 -8 4.9 -0.6 1.8 8.4 15.2
2020 4 17.1 -2.9 -6.5 3.7 3.4 -0.5 3.6 12.5 -19.5 -9.2 -3.4 -1.8
2021 -2.6 -3.2 5.3 -3.6 2 1.4 -1.5 3.7 15.9 6.4 7.3 -10.5 18.2
2022 -20.7 6.4 9.6 -9.4 -1.9 5.8 -9.3 2.3 -3.9 1.4 -1.1 -0.1 -22.4
2023 -21.7 5.4 -0.7 -5.5 -2.9 2.4 4.9 -4.6 2.4 -2.9 -4 5.5 -22.4
2024 -6 4.3 3.7 -0.3 0 0 0 0 0 0 0 0 6