VALLX Mutual Fund

VALLX Mutual Fund

NAV$50.24
See how much of VALLX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-6.68%
3 Months
+1.28%
6 Months
+5.88%
YTD
+0.85%
1 Year
+5.67%
3 Years (annualized)
+21.41%
5 Years (annualized)
+8.62%
10 Years (annualized)
+14.75%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+0.85%
Peer Avg (YTD)
+6.23%
vs Peers
-5.39%

VALLX Mutual Fund Performance

VALLX performance across multiple time periods: 1-month -6.68%, YTD 0.85%, 1-year 5.67%, 3-year 21.41%, 5-year 8.62%, 10-year 14.75%.

VALLX returns trail the peer average of 6.23% 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.