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Fondo Value Empresarial SA de CV S.I.I.D. (VALUEF3B1.MX)

Mexico - Mexico Delayed price. Currency in MXN
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308.780.00 (0.00%)
At close: 02:59PM CST

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.12%
5-year average return5.02%
Number of years up13
Number of years down2
Best 1-yr total return (22 Apr 2024)10.31%
Worst 1-yr total return (22 Apr 2024)N/A
Best 3-yr total return10.31%
Worst 3-yr total return-0.03%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnVALUEF3B1.MXCategory
YTD2.40%0.00%
1-month0.71%0.00%
3-month2.40%0.00%
1-year10.31%0.00%
3-year5.49%0.00%
5-year4.98%0.00%
10-year3.03%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
VALUEF3B1.MXCategory
2024
N/AN/A
2023
10.31%N/A
2022
3.20%N/A
2021
1.66%N/A
2020
3.38%N/A
2019
5.98%N/A
2018
2.49%N/A
2017
-4.38%N/A
2016
4.75%N/A
2015
-0.25%N/A
2014
1.14%N/A
2013
2.03%N/A
2012
2.61%N/A
2011
5.23%N/A
2010
3.94%N/A
2009
1.75%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.40%N/AN/AN/A
20232.41%2.51%2.52%2.50%
2022-0.92%1.93%0.12%2.06%
20210.96%-0.14%2.58%-1.69%
20200.51%3.11%0.75%-0.99%
20191.84%1.90%1.69%0.43%
2018-0.54%0.81%1.61%0.59%
20170.34%0.70%1.91%-7.13%
2016-0.28%1.47%2.35%1.15%
2015-0.42%0.20%-0.09%0.04%
2014-0.20%1.16%-0.52%0.70%
20130.07%0.72%0.80%0.42%
20121.24%0.76%0.72%-0.13%
20110.89%1.67%1.51%1.06%
20100.63%1.20%0.80%1.25%
20092.05%1.30%-2.28%0.73%

Rank in category (by total return)

YTD12
1-month15
3-month12
1-year20
3-year32
5-year78

Load adjusted returns

1-year10.31%
3-year5.49%
5-year4.98%
10-year3.03%