Mexico - Delayed Quote MXN

ACTIVAR B (ACTIVARB.MX)

109.26
+1.16
+(1.07%)
At close: May 8 at 2:00:00 PM CST

Performance Overview

Morningstar Return Rating --
YTD Return 18.99%
5y Average Return 10.78%
Number of Years Up 15
Number of Years Down 9
Best 1Y Total Return (May 8, 2025) 19.38%
Worst 1Y Total Return (May 8, 2025) --
Best 3Y Total Return 19.38%
Worst 3Y Total Return -3.28%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
ACTIVARB.MX
Category
YTD
13.52%
0.00%
1-Month
4.65%
0.00%
3-Month
6.78%
0.00%
1-Year
-1.44%
0.00%
3-Year
3.62%
0.00%
5-Year
9.70%
0.00%
10-Year
2.30%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
ACTIVARB.MX
Category
2025
--
--
2024
-13.00%
--
2023
17.49%
--
2022
-5.30%
--
2021
19.38%
--
2020
1.46%
--
2019
6.03%
--
2018
-15.90%
--

2017
6.09%
--
2016
5.81%
--
2015
-1.65%
--
2014
-1.03%
--
2013
-1.78%
--
2012
16.32%
--
2011
-3.22%
--
2010
16.98%
--
2009
44.61%
--
2008
-24.20%
--
2007
13.10%
--
2006
46.04%
--
2005
35.19%
--
2004
47.01%
--
2003
41.58%
--
2002
-6.20%
--
2001
13.78%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 8.47% -- -- --
2024 -0.78% -7.85% 2.97% -7.59%
2023 9.01% -0.21% -3.86% 12.35%
2022 4.75% -12.96% -6.03% 10.54%
2021 6.67% 5.68% 1.19% 4.66%
2020 -22.02% 10.02% -1.52% 20.09%
2019 3.28% 1.70% -1.10% 2.06%
2018 -4.80% 0.65% 5.12% -16.50%
2017 6.16% 1.23% 1.61% -2.84%
2016 6.89% -1.61% 4.51% -3.73%

2015 1.59% 1.76% -6.17% 1.38%
2014 -7.16% 5.94% 5.35% -4.48%
2013 -0.51% -9.12% 2.83% 5.63%
2012 4.79% 1.42% 2.29% 6.99%
2011 -3.13% -1.51% -8.01% 10.27%
2010 2.49% -5.59% 5.19% 14.94%
2009 -13.05% 25.01% 20.56% 10.36%
2008 1.62% -2.23% -18.09% -6.86%
2007 8.96% 8.54% -2.05% -2.36%
2006 7.35% -5.17% 19.48% 20.07%
2005 -4.17% 8.51% 17.06% 11.07%
2004 19.09% -2.70% 6.25% 19.40%
2003 -3.15% 20.04% 9.13% 11.60%
2002 13.96% -16.46% -3.89% 2.51%
2001 1.81% 15.90% -20.00% 20.53%

Rank in Category (By Total Return)

YTD 34
1-Month 14
3-Month 27
1-Year 71
3-Year 73
5-Year 61

Load Adjusted Returns

1-Year -1.44%
3-Year 3.62%
5-Year 9.70%
10-Year 2.30%

Performance & Risk

YTD Return 18.99%
5y Average Return 10.78%
Rank in Category (ytd) 34
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.80
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Operadora Actinver SA de CV
Net Assets 416.17M
YTD Return 13.52%
Yield 0.00%
Morningstar Rating
Inception Date Sep 09, 2019

Fund Summary

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