Mexico - Delayed Quote MXN

SURPAT BFE (SURPATBFE.MX)

0.0000
0.0000
(0.00%)
At close: May 30 at 2:43:25 PM CST

Performance Overview

Morningstar Return Rating --
YTD Return 21.15%
5y Average Return 11.26%
Number of Years Up 7
Number of Years Down 4
Best 1Y Total Return (May 29, 2025) 18.66%
Worst 1Y Total Return (May 29, 2025) --
Best 3Y Total Return 18.66%
Worst 3Y Total Return -2.46%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SURPATBFE.MX
Category
YTD
13.50%
0.00%
1-Month
4.27%
0.00%
3-Month
6.71%
0.00%
1-Year
-1.09%
0.00%
3-Year
3.67%
0.00%
5-Year
9.91%
0.00%
10-Year
2.73%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
SURPATBFE.MX
Category
2025
--
--
2024
-12.55%
--
2023
16.77%
--
2022
-5.27%
--
2021
18.66%
--
2020
1.91%
--
2019
6.19%
--
2018
-14.25%
--

2017
8.13%
--
2016
6.34%
--
2015
-1.71%
--
2014
1.03%
--
2013
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 8.85% -- -- --
2024 -0.49% -7.63% 2.18% -6.88%
2023 7.89% -0.03% -3.02% 11.63%
2022 4.37% -12.65% -6.67% 11.34%
2021 6.59% 4.96% 0.77% 5.25%
2020 -22.50% 10.96% -3.68% 23.02%
2019 2.84% 0.94% -0.26% 2.57%
2018 -3.12% 1.09% 5.05% -16.65%
2017 7.04% 1.36% 1.60% -1.91%
2016 7.62% -2.25% 5.04% -3.76%

2015 1.79% 0.88% -6.28% 2.12%
2014 -6.43% 6.39% 6.20% -4.44%
2013 -7.50% 3.77% 6.33% --

Rank in Category (By Total Return)

YTD 35
1-Month 31
3-Month 29
1-Year 66
3-Year 73
5-Year 57

Load Adjusted Returns

1-Year -1.09%
3-Year 3.67%
5-Year 9.91%
10-Year 2.73%

Performance & Risk

YTD Return 21.15%
5y Average Return 11.26%
Rank in Category (ytd) 35
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.76
Morningstar Risk Rating

Fund Overview

Category --
Fund Family SURA Investment Management México SA de CV
Net Assets 3.6B
YTD Return 13.50%
Yield 0.00%
Morningstar Rating
Inception Date Jan 23, 2013

Fund Summary

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