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VALMX20 B0 (VALMX20B0.MX)

Mexico - Mexico Delayed Price. Currency in MXN
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17.56+0.01 (+0.08%)
At close: 02:00PM CST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-0.55%
5-Year Average Return7.84%
Number of Years Up14
Number of Years Down4
Best 1 Yr Total Return (May 16, 2024)46.22%
Worst 1 Yr Total Return (May 16, 2024)N/A
Best 3-Yr Total Return46.22%
Worst 3-Yr Total Return-0.66%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnVALMX20B0.MXCategory
YTD-0.49%0.00%
1-Month0.45%0.00%
3-Month-0.54%0.00%
1-Year6.49%0.00%
3-Year7.29%0.00%
5-Year7.20%0.00%
10-Year5.23%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
VALMX20B0.MXCategory
2024
N/AN/A
2023
16.90%N/A
2022
-5.50%N/A
2021
23.39%N/A
2020
5.41%N/A
2019
7.54%N/A
2018
-13.51%N/A
2017
8.14%N/A
2016
7.87%N/A
2015
1.33%N/A
2014
0.52%N/A
2013
0.13%N/A
2012
19.58%N/A
2011
-1.15%N/A
2010
19.12%N/A
2009
46.22%N/A
2008
-22.23%N/A
2007
15.07%N/A
2006
47.96%N/A
2005
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2024-0.93%N/AN/AN/A
20239.44%-0.93%-3.31%11.51%
20224.49%-12.32%-6.30%10.08%
20217.69%5.78%2.65%5.52%
2020-19.01%10.84%-1.59%19.32%
20193.62%2.27%-0.49%1.98%
2018-4.05%1.37%5.69%-15.87%
20176.49%1.70%2.08%-2.19%
20167.36%-1.22%4.91%-3.04%
20152.04%2.26%-5.18%2.42%
2014-6.75%6.43%5.75%-4.23%
20130.06%-8.57%3.22%6.03%
20125.18%2.54%3.17%7.47%
2011-2.85%-1.03%-6.89%10.41%
20103.05%-5.08%5.77%15.14%
2009-12.26%25.28%20.02%10.83%
20082.12%-2.22%-17.28%-5.84%
20079.18%8.83%-1.45%-1.74%
20067.76%-0.87%15.24%20.18%
200512.65%N/AN/AN/A

Rank In Category (By Total Return)

YTD74
1-Month59
3-Month85
1-Year67
3-Year58
5-Year32

Load Adjusted Returns

1-Year6.49%
3-Year7.29%
5-Year7.20%
10-Year5.23%