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VALMX20 B0 (VALMX20B0.MX)

Mexico - Mexico Delayed price. Currency in MXN
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17.31+0.24 (+1.42%)
As of 02:00PM CST. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return-1.97%
5-year average return6.71%
Number of years up14
Number of years down4
Best 1-yr total return (22 Apr 2024)46.22%
Worst 1-yr total return (22 Apr 2024)N/A
Best 3-yr total return46.22%
Worst 3-yr total return-0.66%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnVALMX20B0.MXCategory
YTD-0.93%0.00%
1-month3.63%0.00%
3-month-0.93%0.00%
1-year5.82%0.00%
3-year7.83%0.00%
5-year8.12%0.00%
10-year5.37%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)

YTD79
1-month38
3-month79
1-year74
3-year58
5-year30

Load adjusted returns

1-year5.82%
3-year7.83%
5-year8.12%
10-year5.37%