Ivy Funds

  • Ivy Value Fund

Ivy Value Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
2003 0 0 0 0 0 0 0 0 0 0 0 0 0
2004 3 4.6 2.4 1 0.6 -3.1 2.7 0.6 -1.7 -1.1 2.1 1.6 13.1
2005 0.5 2.2 -2.3 0.8 -1.2 2.1 0.8 3.3 -2.9 -1.5 2.2 -0.7 3.1
2006 2.1 2 3.1 1.9 2.1 1 0.1 -2.6 1.2 0.8 0.1 2.6 15.2
2007 -0.6 -5.4 0.6 3 0.3 -4.8 -2.5 4 4.5 1.8 -1.7 1.6 0.3
2008 2.9 -7.4 -14.9 -7.8 1.3 -2.2 -8.6 1.1 5.1 -4.1 -2.2 -3.3 -34.8
2009 1.3 4.2 -2.1 2.6 5.3 10.5 1.1 5.2 10 5.3 -11.6 -7 24.9
2010 7.8 1 3.3 8.5 -6.4 6.7 -6.1 -7.7 2.7 5.9 4.1 -2.2 16.8
2011 0.5 -0.5 10.6 -9.1 -7.9 -4.3 -1.9 -1.2 1.5 0.2 3.6 1.6 -7.9
2012 1.2 -0.1 1.6 2.6 2.9 0.5 3.8 -7 -1.9 2.6 4.7 5.7 17.3
2013 3 4.3 2.9 2.9 -3.1 3.7 -0.8 3.1 1.9 4.3 0.6 6.8 33.5
2014 -0.7 1.3 -0 -2.3 5.1 0.4 1.9 2.2 -0.5 1.9 2.9 -2.7 9.8
2015 -2.3 -0.7 7.4 -4.3 -6.6 2.9 -2.1 3.5 0.4 -2.2 6.7 -6.4 -4.8
2016 2.3 5.6 -1.2 0.7 1.8 3 -1.3 0.9 0.9 5.9 -1.5 -6.8 10.1
2017 1.6 2.4 0.8 2.7 -3.4 1.3 3.6 -1.1 -0.1 -0.7 3 1 11.4
2018 -9.1 2.2 -7.2 -0.6 2.8 5.2 -0.9 2.4 0.2 -2.4 -5.4 5.9 -8
2019 -6.7 3.4 3.2 3.7 -2.5 1 7 -8.1 4.8 -0.6 1.7 8.2 14.6
2020 4 17 -2.6 -5.9 3.6 3.3 -0.5 3.8 12.4 -19.6 -9.3 -3.4 -2
2021 -3 -3.3 5.3 -3.3 1.9 1.3 -1.6 3.6 15.6 6.3 7.2 -10.9 17.4
2022 -21.6 6.3 9.5 -9.2 -2 5.7 -9.3 2.2 -4 1.5 -1.2 -0.2 -23.5
2023 -23.9 5.3 -0.9 -5.3 -3 2.3 5 -4.6 2.3 -2.9 -4.1 5.5 -24.9
2024 -5.6 4.6 3.6 -0.4 0 0 0 0 0 0 0 0 1.9