• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Down0.01% Nasdaq Up0.58%

    Villere Balanced Inv (VILLX)

    20.12 Up 0.15(0.75%) Jul 26

    Performance Overview as of Jun 29, 2016Get Performance Overview for:
    Performance Overview 
    Morningstar Return Rating:3.00
    Year-to-Date Return:4.01%
    5-Year Average Return:6.02%
    Number of Years Up:11
    Number of Years Down:5
    Best 1 Yr Total Return (2003-12-31):33.64%
    Worst 1 Yr Total Return (2008-12-31):-27.85%
    Best 3-Yr Total Return (N/A):20.09%
    Worst 3-Yr Total Return (N/A):-7.89%
    Load Adjusted Returns 
    1-Year:-9.00%
    3-Year:1.24%
    5-Year:6.02%
    10-Year:6.03%
    Trailing Returns (%) vs. Benchmarks 
    ReturnVILLXCategoryDiffIndex*Diff
    Year To Date4.01N/AN/AN/AN/A
    1-Month-0.82N/AN/AN/AN/A
    3-Month0.36N/AN/AN/AN/A
    1-Year-9.00N/AN/AN/AN/A
    3-Year1.24N/AN/AN/AN/A
    5-Year6.02N/AN/AN/AN/A
    Last Bull Market (Sep 29, 2011 to Apr 29, 2012)22.10N/AN/AN/AN/A
    Last Bear Market (Apr 29, 2011 to Sep 29, 2011)-12.82N/AN/AN/AN/A
    Annual Total Return (%) History () 
    YearVILLXCategoryDiff
    2016N/AN/AN/A
    2015
     
    -8.24N/AN/A
    2014
     
    -3.08N/AN/A
    2013
     
    22.89N/AN/A
    2012
     
    21.05N/AN/A
    2011
     
    8.85N/AN/A
    2010
     
    21.16N/AN/A
    2009
     
    31.34N/AN/A
    2008
     
    -27.85N/AN/A
    2007
     
    2.27N/AN/A
    2006
     
    5.90N/AN/A
    2005
     
    3.34N/AN/A
    2004
     
    15.17N/AN/A
    2003
     
    33.64N/AN/A
    2002
     
    -12.85N/AN/A
    2001
     
    -0.67N/AN/A
    2000
     
    6.82N/AN/A
    1999N/AN/AN/A
    Past Quarterly Returns (%) for VILLX 
    Q1Q2Q3Q4
    20163.630.36N/AN/A
    20154.400.45-9.25-3.58
    2014-1.456.27-5.16-2.44
    20135.004.315.126.74
    201210.160.153.346.18
    201112.50-0.63-11.459.95
    20102.12-7.619.9616.78
    2009-9.6322.5410.367.48
    2008-6.25-4.811.08-20.01
    20072.133.561.89-5.10
    20066.29-2.44-0.943.10
    2005-3.996.161.200.18
    20044.23-1.12-1.7713.76
    20030.6812.264.3913.27
    2002-1.85-6.08-10.135.20
    2001-4.897.40-12.4111.01
    20007.06-3.382.280.96
    199923.77N/AN/AN/A
    Rank in Category (by total return) 
    PeriodRankFunds in Category% Rank
    Year To Date27N/A
    1-Month95N/A
    3-Month97N/A
    6-Month27N/A
    1-Year98N/A
    3-Year98N/A
    5-Year53N/A