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VALUEF3 B3 (VALUEF3B3.MX)

Mexico - Mexico Delayed price. Currency in MXN
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0.00000.0000 (0.00%)
At close: 03:43PM CST

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.56%
5-year average return5.67%
Number of years up13
Number of years down1
Best 1-yr total return (21 Feb 2024)10.48%
Worst 1-yr total return (21 Feb 2024)N/A
Best 3-yr total return10.48%
Worst 3-yr total return0.51%

Trailing returns (%) vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnVALUEF3B3.MXCategory
YTD0.93%0.00%
1-month0.93%0.00%
3-month2.58%0.00%
1-year10.58%0.00%
3-year5.09%0.00%
5-year5.74%0.00%
10-year3.51%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
VALUEF3B3.MXCategory
2023
10.48%N/A
2022
3.28%N/A
2021
2.54%N/A
2020
4.76%N/A
2019
7.06%N/A
2018
2.97%N/A
2017
-3.84%N/A
2016
5.26%N/A
2015
0.32%N/A
2014
1.71%N/A
2013
2.62%N/A
2012
3.21%N/A
2011
5.84%N/A
2010
4.55%N/A
2009
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20232.44%2.55%2.56%2.54%
2022-0.90%1.95%0.14%2.08%
20211.17%0.07%2.80%-1.47%
20200.85%3.46%1.08%-0.66%
20192.10%2.15%1.96%0.68%
2018-0.42%0.93%1.73%0.71%
20170.47%0.84%2.05%-6.99%
2016-0.16%1.59%2.47%1.27%
2015-0.28%0.35%0.06%0.19%
2014-0.06%1.31%-0.38%0.84%
20130.21%0.87%0.95%0.57%
20121.39%0.91%0.87%0.01%
20111.03%1.82%1.66%1.21%
20100.78%1.35%0.95%1.40%
20091.51%-2.07%0.94%N/A

Rank in category (by total return)

YTD11
1-month11
3-month95
1-year14
3-year23
5-year70

Load adjusted returns

1-year10.58%
3-year5.09%
5-year5.74%
10-year3.51%