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Mexico - Delayed Quote MXN

ALPHA+ B-F3 (ALPHA+B-F3.MX)

1.7365
0.0000
(0.00%)
As of 8:06:40 AM CST. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 14.65%
5y Average Return 15.93%
Number of Years Up 3
Number of Years Down 2
Best 1Y Total Return (Apr 30, 2025) 25.33%
Worst 1Y Total Return (Apr 30, 2025) --
Best 3Y Total Return 25.33%
Worst 3Y Total Return 7.13%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
ALPHA+B-F3.MX
Category
YTD
10.10%
0.00%
1-Month
1.14%
0.00%
3-Month
10.10%
0.00%
1-Year
5.77%
0.00%
3-Year
8.56%
0.00%
5-Year
17.01%
0.00%
10-Year
0.00%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
ALPHA+B-F3.MX
Category
2025
--
--
2024
-4.49%
--
2023
18.99%
--
2022
8.17%
--
2021
25.33%
--
2020
-6.26%
--
2019
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 10.10% -- -- --
2024 -0.58% -8.81% 7.67% -2.16%
2023 10.61% 2.19% -3.80% 9.42%
2022 5.80% -10.32% -3.38% 18.01%
2021 9.52% 11.17% -1.09% 4.07%
2020 -27.50% 14.04% -0.88% 14.39%
2019 5.76% -- -- --

Rank in Category (By Total Return)

YTD 11
1-Month 32
3-Month 11
1-Year 8
3-Year 11
5-Year 6

Load Adjusted Returns

1-Year 5.77%
3-Year 8.56%
5-Year 17.01%
10-Year --

Performance & Risk

YTD Return 14.65%
5y Average Return 15.93%
Rank in Category (ytd) 11
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.76
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Compass Investments de México SA de CV
Net Assets 259.89M
YTD Return 10.10%
Yield 0.00%
Morningstar Rating
Inception Date Sep 30, 2016

Fund Summary

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