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Villere Balanced Fund (VILLX) Sortino Ratio

Mutual Fund · Currency in USD · Last updated Aug 1, 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.

Sortino 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 Sortino 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 Aug 1, 2026.

SymbolName1Y Sortino Ratio5Y Sortino Ratio10Y Sortino RatioAll Time Sortino Ratio
STDAXSEI Asset Allocation Trust Defensive Strategy Allocation Fund6.51
TIBIXThornburg Investment Income Builder Fund Class I5.26
NWQIXNuveen Flexible Income Fund4.60
RPFCXDavis Appreciation & Income Fund4.27
IPFCXPoplar Forest Cornerstone Fund4.12
FSRRXFidelity Strategic Real Return Fund4.02
IOEZXICON Equity Income Fund3.90
BRUFXBruce Fund3.87
PMAIXPioneer Multi-Asset Income Fund A3.79
SWJRXSchwab Monthly Income Fund - Moderate Payout3.78
VILLXVillere Balanced Fund—
Benchmark

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Historical Sortino Ratio

The chart shows VILLX's rolling Sortino ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to downside risk, while declining trends may signal deteriorating risk-adjusted performance or increased volatility during market stress. 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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