Ivy Funds

  • Ivy Value Fund

Ivy Value Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
2012 0 0 0 0 0 0 0 0 0 0 0 0 0
2013 -1 4.4 2.9 3 -3.1 3.8 -0.8 3.1 1.9 4.3 0.7 6.8 28.8
2014 -0.6 1.4 0 -2.2 5.1 0.5 1.9 2.2 -0.5 2 3 -2.7 10.3
2015 -2.2 -0.6 7.4 -4.2 -6.6 2.9 -2.1 3.5 0.4 -2.2 6.8 -6.4 -4.4
2016 2.3 5.6 -1.2 0.5 1.9 3.1 -1.2 1 0.9 6 -1.5 -6.8 10.3
2017 1.6 2.4 0.8 2.8 -3.4 1.4 3.6 -1 -0.1 -0.7 3 1.1 11.9
2018 -9.1 2.2 -7.2 -0.6 2.9 5.3 -0.8 2.4 0.2 -2.4 -5.4 5.9 -7.6
2019 -6.5 3.4 3.2 3.6 -2.4 1 7 -8 4.9 -0.6 1.7 8.3 15.1
2020 3.9 17.1 -2.8 -6.1 3.6 3.4 -0.5 3.7 12.5 -19.6 -9.3 -3.4 -1.8
2021 -2.7 -3.2 5.3 -3.3 2 1.3 -1.6 3.6 15.7 6.3 7.2 -10.6 18.1
2022 -20.8 6.4 9.5 -9.2 -2 5.7 -9.3 2.2 -4 1.5 -1.2 -0.2 -22.7
2023 -22 5.3 -0.8 -5.4 -3 2.4 5.3 -4.6 2.4 -2.9 -4 5.5 -22.6
2024 -3.2 4.4 3.7 -0.4 0 0 0 0 0 0 0 0 4.3