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 4.8 2.5 1.1 0.7 -3 2.8 0.7 -1.7 -1.1 2.2 1.6 14.1
2005 0.5 2.3 -2.1 0.9 -1.1 2.2 0.9 3.4 -2.8 -1.5 2.3 -0.6 4.3
2006 2.2 2.1 3.1 2 2.2 1.1 0.3 -2.5 1.3 1 0.2 2.7 16.5
2007 -0.5 -5.3 0.7 3.2 0.4 -4.7 -2.5 4.1 4.6 1.9 -1.7 1.7 1.3
2008 2.9 -7.1 -14.9 -7.7 1.3 -2.1 -8.5 1.3 5.3 -4.1 -2 -3.2 -33.9
2009 1.4 4.2 -1.9 2.6 5.5 10.6 1.3 5.3 10.2 5.6 -11.6 -6.9 26.7
2010 7.9 1.1 3.3 8.6 -6.3 6.8 -6 -7.6 2.7 5.9 4.3 -2.2 18
2011 0.5 -0.4 10.7 -9.1 -7.8 -4.2 -1.8 -1.1 1.6 0.3 3.7 1.7 -7.1
2012 1.3 0 1.7 2.7 2.9 0.6 3.8 -6.8 -1.8 2.7 4.8 5.8 18.5
2013 3.1 4.4 2.9 3 -3 3.8 -0.7 3.1 2 4.3 0.7 6.9 34.5
2014 -0.6 1.4 0 -2.2 5.1 0.5 2 2.3 -0.4 2 3 -2.7 10.7
2015 -2.2 -0.6 7.4 -4.2 -6.5 3 -2 3.5 0.4 -2.1 6.8 -6.4 -4.1
2016 2.3 5.6 -1.2 0.8 1.8 3.1 -1.2 1 0.9 6.1 -1.5 -6.8 10.9
2017 1.6 2.4 0.9 2.8 -3.4 1.4 3.6 -1 -0.1 -0.7 3.1 1.1 12.1
2018 -9.1 2.2 -7.1 -0.6 2.9 5.3 -0.8 2.5 0.2 -2.4 -5.4 5.9 -7.3
2019 -6.6 3.4 3.3 3.5 -2.4 1.1 6.9 -8 4.9 -0.6 1.8 8.3 15.1
2020 4 17.1 -2.8 -6.4 3.6 3.4 -0.5 3.6 12.5 -19.7 -9.2 -3.4 -2.1
2021 -2.7 -3.2 5.3 -3.5 2 1.4 -1.6 3.7 15.8 6.4 7.2 -10.6 18.1
2022 -20.8 6.4 9.6 -9.3 -1.9 5.8 -9.3 2.2 -3.9 1.4 -1.1 -0.1 -22.5
2023 -22.1 5.4 -0.8 -5.4 -3 2.4 4.9 -4.6 2.4 -2.9 -4 5.5 -22.8
2024 -5.5 4.4 3.7 -0.3 0 0 0 0 0 0 0 0 4.5