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Fondo Valmex de Rendimiento SA de CV S.I.R.V. (VALMX20B0.MX)

Mexico - Mexico Delayed Price. Currency in MXN
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14.27+0.08 (+0.57%)
At close: 03:00PM CDT

Performance overview

Morningstar return ratingN/A1
Year-to-date returnN/A
5-year average returnN/A
Number of years up8
Number of years down2
Best 1-yr total return (Invalid Date)47.96%
Worst 1-yr total return (Invalid Date)-22.23%
Best 3-yr total return47.96%
Worst 3-yr total return0.66%

Trailing returns (%) vs. Benchmarks

ReturnVALMX20B0.MXCategory
YTD-10.72%5.13%
1-month-2.65%3.43%
3-month-2.30%5.13%
1-year-5.35%4.15%
3-year5.67%6.27%
5-year2.36%6.06%
10-year3.34%4.07%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
VALMX20B0.MXCategory
2016
N/AN/A
2015
1.33%1.58%
2014
0.52%0.41%
2013
0.13%2.30%
2012
19.58%20.42%
2011
-1.15%-6.49%
2010
19.12%17.86%
2009
46.22%45.05%
2008
-22.23%-26.66%
2007
15.07%9.81%
2006
47.96%40.57%
2005
N/A31.65%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20167.36%N/AN/AN/A
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)

YTD46
1-month57
3-month55
1-year47
3-year53
5-year46

Load adjusted returns

1-year2.63%
3-year3.92%
5-year5.85%
10-year9.91%