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Mundoval Mutual Funds List

Here you can find all mutual funds issued by Mundoval and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.

Number of Funds
1
Avg. Expense Ratio
1.49%
Avg. 1 Year Return
23.54%
Avg. 5 Year Return
6.40%
Median Risk/Return Score
67 / 100
Mundoval Mutual Funds List

1 result

SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend YieldRisk / Return RankMax. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
Mundoval FundGlobal EquitiesSep 2, 20041.49%
5.05%
11.33%
8.22%
67

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Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

0%Annualized Volatility0%Annualized Return

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Best Mundoval Mutual funds by Risk/Return Score


SymbolNameRisk / Return RankAUMInception
Mundoval Fund
67
Sep 2004

Best-Performing Mundoval Mutual funds Over 5 Years


SymbolNameReturn 5YAUMInception
Mundoval Fund
6.40%
Sep 2004

Lowest-Cost Mundoval Mutual funds


SymbolNameExpense RatioAUMInception
Mundoval Fund1.49%Sep 2004

Highest-Yield Mundoval Mutual funds


SymbolNameDividend YieldAUMInception
Mundoval Fund8.22%Sep 2004

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