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Mexico - Delayed Quote MXN

+Tasa SA de CV F.I.I.D. (+TASAF4.MX)

2.0685
+0.0005
+(0.02%)
At close: April 30 at 2:00:00 PM CST

Performance Overview

Morningstar Return Rating --
YTD Return 2.88%
5y Average Return 7.23%
Number of Years Up 16
Number of Years Down --
Best 1Y Total Return (Apr 30, 2025) 11.14%
Worst 1Y Total Return (Apr 30, 2025) --
Best 3Y Total Return 11.14%
Worst 3Y Total Return 1.79%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
+TASAF4.MX
Category
YTD
2.19%
0.00%
1-Month
0.73%
0.00%
3-Month
2.19%
0.00%
1-Year
10.22%
0.00%
3-Year
10.02%
0.00%
5-Year
7.16%
0.00%
10-Year
5.94%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
+TASAF4.MX
Category
2025
--
--
2024
10.62%
--
2023
11.14%
--
2022
7.39%
--
2021
2.64%
--
2020
3.25%
--
2019
6.44%
--
2018
6.68%
--

2017
5.45%
--
2016
2.86%
--
2015
1.40%
--
2014
1.60%
--
2013
2.37%
--
2012
2.90%
--
2011
2.84%
--
2010
2.98%
--
2009
3.74%
--
2008
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 2.19% -- -- --
2024 2.57% 2.62% 2.61% 2.43%
2023 2.58% 2.71% 2.70% 2.71%
2022 1.30% 1.59% 1.96% 2.35%
2021 0.57% 0.55% 0.65% 0.84%
2020 1.21% 0.90% 0.61% 0.49%
2019 1.56% 1.61% 1.64% 1.47%
2018 1.51% 1.62% 1.64% 1.74%
2017 1.18% 1.32% 1.41% 1.43%
2016 0.54% 0.61% 0.74% 0.94%

2015 0.33% 0.34% 0.35% 0.36%
2014 0.46% 0.44% 0.34% 0.35%
2013 0.65% 0.61% 0.60% 0.50%
2012 0.71% 0.71% 0.71% 0.74%
2011 0.71% 0.71% 0.70% 0.69%
2010 0.73% 0.74% 0.74% 0.74%
2009 1.42% 0.95% 0.66% 0.67%
2008 1.42% 1.58% 1.57% --

Rank in Category (By Total Return)

YTD 59
1-Month 60
3-Month 59
1-Year 60
3-Year 46
5-Year 49

Load Adjusted Returns

1-Year 10.22%
3-Year 10.02%
5-Year 7.16%
10-Year 5.94%

Performance & Risk

YTD Return 2.88%
5y Average Return 7.23%
Rank in Category (ytd) 59
% Rank in Category (ytd) --
Beta (5Y Monthly) --
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Intercam fondos SA de CV
Net Assets 9.24B
YTD Return 2.19%
Yield 0.00%
Morningstar Rating
Inception Date Jan 22, 2021

Fund Summary

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