VALLX Mutual Fund

VALLX Mutual Fund

NAV$50.24
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Returns Overview

1 Month
+9.63%
3 Months
-3.01%
6 Months
+24.97%
YTD
+10.55%
1 Year
+15.40%
3 Years (annualized)
+26.18%
5 Years (annualized)
+9.95%
10 Years (annualized)
+15.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VALLX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.55%
Peer Avg (YTD)
+8.51%
vs Peers
+2.04%

VALLX Mutual Fund Performance

VALLX performance across multiple time periods: 1-month 9.63%, YTD 10.55%, 1-year 15.40%, 3-year 26.18%, 5-year 9.95%, 10-year 15.57%.

VALLX returns outperform the peer average of 8.51% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

VALLX vs another fund shows side-by-side returns. VALLX alternatives are available in the Mutual Fund Screener.