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VALMX34 B0FI (VALMX34B0FI.MX)

Mexico - Mexico Delayed price. Currency in MXN
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13.61-0.12 (-0.90%)
As of 02:00PM CST. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.45%
5-year average return-2.23%
Number of years up2
Number of years down2
Best 1-yr total return (15 May 2024)3.66%
Worst 1-yr total return (15 May 2024)N/A
Best 3-yr total return3.66%
Worst 3-yr total return-4.61%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnVALMX34B0FI.MXCategory
YTD1.29%0.00%
1-month2.23%0.00%
3-month-0.12%0.00%
1-year-2.34%0.00%
3-year-4.27%0.00%
5-year-1.85%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
VALMX34B0FI.MXCategory
2024
N/AN/A
2023
-9.60%N/A
2022
-5.36%N/A
2021
1.46%N/A
2020
3.66%N/A
2019
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-0.92%N/AN/AN/A
2023-6.21%-4.56%3.44%-2.38%
2022-3.30%1.08%0.40%-3.56%
20213.14%-4.16%3.34%-0.66%
202026.58%-3.91%-3.42%-11.75%
2019-1.01%2.98%-3.81%N/A

Rank in category (by total return)

YTD66
1-month6
3-month78
1-year94
3-year91
5-year94

Load adjusted returns

1-year-2.34%
3-year-4.27%
5-year-1.85%
10-yearN/A