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VALMX19 B (VALMX19B.MX)

Mexico - Mexico Delayed price. Currency in MXN
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0.7872+0.0052 (+0.67%)
As of 02:00PM CST. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return-2.21%
5-year average return0.23%
Number of years up13
Number of years down10
Best 1-yr total return (28 May 2024)25.30%
Worst 1-yr total return (28 May 2024)N/A
Best 3-yr total return25.30%
Worst 3-yr total return-4.36%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnVALMX19B.MXCategory
YTD-1.83%0.00%
1-month0.72%0.00%
3-month-2.29%0.00%
1-year-4.12%0.00%
3-year-8.26%0.00%
5-year-0.34%0.00%
10-year4.05%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
VALMX19B.MXCategory
2024
N/AN/A
2023
-6.54%N/A
2022
-21.19%N/A
2021
18.77%N/A
2020
11.05%N/A
2019
7.63%N/A
2018
-11.34%N/A
2017
7.20%N/A
2016
18.93%N/A
2015
6.40%N/A
2014
20.49%N/A
2013
25.30%N/A
2012
-3.08%N/A
2011
17.85%N/A
2010
3.20%N/A
2009
14.01%N/A
2008
-17.64%N/A
2007
3.84%N/A
2006
14.54%N/A
2005
-5.70%N/A
2004
-2.41%N/A
2003
-12.81%N/A
2002
-40.79%N/A
2001
-16.75%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-2.53%N/AN/AN/A
2023-4.31%-4.92%0.75%1.96%
2022-8.65%-12.45%-6.93%5.88%
20218.76%2.52%1.40%5.06%
2020-7.08%12.89%1.59%4.20%
20193.96%-0.30%0.31%3.52%
2018-6.78%5.46%-3.95%-6.11%
2017-4.98%-0.01%2.06%10.56%
2016-3.19%4.21%11.30%5.93%
20152.05%0.31%-2.67%6.79%
2014-1.32%2.21%4.68%14.13%
20136.29%7.85%2.30%6.84%
2012-2.21%2.04%-0.03%-2.85%
20112.34%-2.10%4.45%12.61%
2010-1.95%-6.04%6.30%5.38%
2009-9.73%3.78%16.69%4.28%
2008-10.07%-10.49%-0.85%3.20%
2007-0.50%5.27%3.77%-4.45%
20065.75%2.94%1.22%3.96%
2005-2.27%-5.74%1.71%0.63%
2004-1.96%1.28%-4.68%3.11%
2003-17.78%-10.18%6.06%11.32%
2002-3.55%-20.40%-17.29%-6.75%
2001-6.82%9.95%-24.72%7.95%

Rank in category (by total return)

YTD91
1-month38
3-month94
1-year91
3-year90
5-year73

Load adjusted returns

1-year-4.12%
3-year-8.26%
5-year-0.34%
10-year4.05%