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    Ivy Funds

  • Ivy Value Fund

Ivy Value Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
1994 0 1.1 0 -4.5 0 0.5 0 0 0 0 0 0 0
1995 0 -5.1 0 6.7 0 -3.5 2.6 0 2.9 0 4.6 0 24.8
1996 0 -8.7 0 5.8 0 1.9 3.5 0 5.3 0 -3 0 17.6
1997 0 -0.8 0 -1.7 0 -5.6 4.9 0 -2.5 0 7.2 0 0
1998 0 2.4 0 3.7 0 8.1 4.7 0 -14 0 -4.6 0 0.7
1999 0 -0.2 0 -1.4 0 4.9 -2.5 0 -4.7 0 -3.3 0 -1.1
2000 0 5.5 0 -6.6 0 2.3 -1.9 0 5.3 0 0.3 0 -2.2
2001 0 1.6 0 6 0 -0.7 -8.7 0 -4.4 0 -1.2 0 -10.8
2002 0 -5 0 5.3 0 8.1 -11.8 0 0.4 0 -8.1 0 -15.6
2003 0 5.3 0 1.4 0 6.1 -2 0 1.8 0 1.1 0 26.6
2004 0 3.1 0 4.8 0 2.5 1 0 0.7 0 -3 0 14.1
2005 0 0.5 0 2.2 0 -2.1 0.8 0 -1.2 0 2.2 0 4
2006 0 2.2 0 2.1 0 3.1 1.9 0 2.2 0 1.1 0 16.2
2007 0 -0.5 0 -5.3 0 0.7 3.1 0 0.4 0 -4.7 0 1.1
2008 0 3 0 -7.2 0 -14.9 -7.7 0 1.3 0 -2.1 0 -34.1
2009 0 1.5 0 4.2 0 -2 2.7 0 5.5 0 10.6 0 26.2
2010 0 7.8 0 1 0 3.4 8.6 0 -6.4 0 6.8 0 17.6
2011 0 0.5 0 -0.5 0 10.7 -9.1 0 -7.8 0 -4.2 0 -7.3
2012 0 1.3 0 0 0 1.7 2.6 0 3 0 0.5 0 18.2
2013 0 3.1 0 4.3 0 2.9 3 0 -3.1 0 3.8 0 34.4
2014 0 -0.6 0 1.4 0 0 -2.2 0 5.2 0 0.4 0 10.6
2015 0 -2.2 0 -0.6 0 7.4 -4.3 0 -6.6 0 3 0 -4.1
2016 0 2.3 0 5.7 0 -1.2 0.8 0 1.8 0 3.1 0 10.8
2017 0 1.6 0 2.5 0 0.9 2.8 0 -3.4 0 1.4 0 12.2
2018 0 -9.1 0 2.2 0 -7.2 -0.6 0 2.9 0 5.3 0 -7.3
2019 0 -6.6 0 3.5 0 3.3 3.5 0 -2.4 0 1.1 0 15.1
2020 0 4.4 0 17.1 -2.8 0 0 -6.4 0 3.7 0 3.4 -1.8
2021 0 -2.7 0 -3.2 0 5.3 -3.5 0 2 0 1.4 0 18.1
2022 -20.7 6.4 9.6 -9.4 -1.9 -1.9 5.8 5.8 -9.3 -10.1 2.2 3.3 -22.5
2023 -22 5.3 -0.8 -5.4 -3 2.4 5 -4.6 2.4 -2.9 -4 5.5 -22.7
2024 -3.2 4.4 3.6 -0.3 0 0 0 0 0 0 0 0 2.2