VALLX Mutual Fund

VALLX Mutual Fund

NAV$44.75
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Returns Overview

1 Month
-10.23%
3 Months
+2.02%
6 Months
+3.33%
YTD
+2.88%
1 Year
-4.36%
3 Years (annualized)
+27.40%
5 Years (annualized)
+8.46%
10 Years (annualized)
+15.04%

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)
+2.88%
Peer Avg (YTD)
+5.23%
vs Peers
-2.35%

VALLX Mutual Fund Performance

VALLX performance across multiple time periods: 1-month -10.23%, YTD 2.88%, 1-year -4.36%, 3-year 27.40%, 5-year 8.46%, 10-year 15.04%.

VALLX returns trail the peer average of 5.23% 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.