Mexico - Delayed Quote MXN
Fondo Valmex Plus Sa De Cv SIIDPF (VALMX12B0FI.MX)
52.69
-52.69
(-50.00%)
At close: June 9 at 12:18:14 PM CDT
Fund Summary
Search offer investors an investment alternative whose strategy will seek to capitalize on market movements through the combination of values to different deadlines seeking returns competitive with the lowest possible risk, maintaining daily liquidity, with a short term investment horizon.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 6.83% |
| Worst 1Y Total Return | 2.25% |
| Number of Years Up | 10 |
| Number of Years Down | -- |
Performance & Risk
| YTD Return | -- |
| 5y Average Return | -- |
| Rank in Category (ytd) | 60 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.29 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| VALMX12B0FI.MX | Category Average | VALMX12B0FI.MX | Category Average | VALMX12B0FI.MX | Category Average | |
| Alpha | -1.05 | -0.01 | -1.34 | -0.01 | -1.1 | -0.01 |
| BETA | 0.29 | 0 | 0.28 | 0 | 0.19 | 0 |
| Mean Annual Return | 0.21 | 0 | 0.25 | 0 | 0.36 | 0 |
| R-squared | 54.56 | 0.09 | 50.25 | 0.11 | 34.11 | 0.05 |
| Standard Deviation | 0.2 | 0 | 0.23 | 0 | 0.51 | 0.01 |
| Sharpe Ratio | -0.67 | -0.09 | -0.45 | -0.09 | -0.69 | -0.08 |
| Treynor Ratio | -3.73 | -0.57 | -2.49 | -2.24 | -4.07 | -2.28 |
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