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Villere Balanced Fund (VILLX) Sharpe Ratio

Mutual Fund · Currency in USD · Last updated Jul 18, 2026

The fund invests in a combination of common stocks of domestic companies with a minimum market capitalization of $150 million at the time of purchase, as well as high quality fixed-income obligations (i.e., U.S. government and corporate bonds, notes and bills). It invests 50% to 80% of its assets in equity securities selected primarily for their growth potential and 20% to 50% of its assets in equity and fixed-income securities selected primarily for their income potential.

Sharpe ratio is not yet available for VILLX. This metric requires at least 12 months of historical daily returns to calculate. Check back once this data is available.

How it compares to other similar mutual funds

The table compares Villere Balanced Fund's Sharpe Ratio with other mutual funds in the Diversified Portfolio category across multiple time periods, showing how VILLX's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jul 18, 2026.

SymbolName1Y Sharpe Ratio5Y Sharpe Ratio10Y Sharpe RatioAll Time Sharpe Ratio
STDAXSEI Asset Allocation Trust Defensive Strategy Allocation Fund4.32
TIBIXThornburg Investment Income Builder Fund Class I3.73
NWQIXNuveen Flexible Income Fund3.33
FMUAXFederated Hermes Municipal and Stock Advantage Fund2.96
RPFCXDavis Appreciation & Income Fund2.92
AYBLXPioneer Balanced ESG Fund2.80
FSRRXFidelity Strategic Real Return Fund2.78
AOBLXVictory Pioneer Balanced Fund Class A2.78
IPFCXPoplar Forest Cornerstone Fund2.69
BRUFXBruce Fund2.62
VILLXVillere Balanced Fund—

S&P 500 Index

How to choose period

Historical Sharpe Ratio

The chart shows VILLX's rolling Sharpe ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to total volatility, while declining trends may signal deteriorating risk-adjusted performance or increased volatility. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when VILLX consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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