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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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265.95-259.96 (-49.43%)
At close: 03:34PM CDT

Performance overview

Morningstar return ratingN/A1
Year-to-date returnN/A
5-year average returnN/A
Number of years up6
Number of years down1
Best 1-yr total return (Invalid Date)5.23%
Worst 1-yr total return (Invalid Date)-0.25%
Best 3-yr total return5.23%
Worst 3-yr total return0.97%

Trailing returns (%) vs. Benchmarks

ReturnVALUEF3B1.MXCategory
YTD1.12%2.16%
1-month-0.37%0.88%
3-month0.12%2.16%
1-year-0.59%2.59%
3-year2.20%3.00%
5-year1.86%3.25%
10-year1.74%4.10%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
VALUEF3B1.MXCategory
2016
N/AN/A
2015
-0.25%1.68%
2014
1.14%4.57%
2013
2.03%1.71%
2012
2.61%7.03%
2011
5.23%5.20%
2010
3.94%6.91%
2009
1.75%5.35%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2016-0.28%N/AN/AN/A
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)

YTD96
1-month28
3-month100
1-year96
3-year80
5-year89

Load adjusted returns

1-year0.60%
3-year1.03%
5-year1.95%
10-yearN/A