Mexico - Delayed Quote MXN
STERGOB C2 (STERGOBC2.MX)
At close: October 7 at 2:43 PM CST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 7.42% |
| 5y Average Return | 6.52% |
| Number of Years Up | 6 |
| Number of Years Down | -- |
| Best 1Y Total Return (Oct 3, 2024) | 10.38% |
| Worst 1Y Total Return (Oct 3, 2024) | -- |
| Best 3Y Total Return | 10.38% |
| Worst 3Y Total Return | 4.30% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
STERGOBC2.MX
Category
- YTD
- 6.51%
- 0.00%
- 1-Month
- 0.78%
- 0.00%
- 3-Month
- 2.35%
- 0.00%
- 1-Year
- 10.04%
- 0.00%
- 3-Year
- 8.38%
- 0.00%
- 5-Year
- 6.47%
- 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
STERGOBC2.MX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 2.36% | 2.38% | -- | -- |
| 2023 | 2.48% | 2.52% | 2.49% | 2.51% |
| 2022 | 1.29% | 1.51% | 1.88% | 2.27% |
| 2021 | 0.63% | 0.59% | 0.71% | 0.84% |
| 2020 | 1.26% | 1.01% | 0.70% | 0.51% |
| 2019 | 1.62% | 1.65% | 1.67% | 1.53% |
| 2018 | 1.55% | 1.66% | 1.69% | 1.77% |
| 2017 | 1.46% | 1.47% | -- | -- |
Rank in Category (By Total Return)
| YTD | 83 |
| 1-Month | 82 |
| 3-Month | 82 |
| 1-Year | 83 |
| 3-Year | 67 |
| 5-Year | 67 |
Load Adjusted Returns
| 1-Year | 10.04% |
| 3-Year | 8.38% |
| 5-Year | 6.47% |
| 10-Year | -- |
Performance & Risk
| YTD Return | 7.42% |
| 5y Average Return | 6.52% |
| Rank in Category (ytd) | 83 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.01 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | SAM Asset Management SA de CV |
| Net Assets | 100.69B |
| YTD Return | 6.51% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Feb 11, 2003 |
Fund Summary
Fund Summary Information Not Available
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