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Mexico - Delayed Quote MXN

SURRVMX BF1 (SURRVMXBF1.MX)

9.60
0.00
(0.00%)
At close: May 6 at 2:43:47 PM CST

Performance Overview

Morningstar Return Rating --
YTD Return 14.04%
5y Average Return 9.57%
Number of Years Up 14
Number of Years Down 9
Best 1Y Total Return (May 5, 2025) 19.06%
Worst 1Y Total Return (May 5, 2025) --
Best 3Y Total Return 19.06%
Worst 3Y Total Return -2.66%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SURRVMXBF1.MX
Category
YTD
8.27%
0.00%
1-Month
0.90%
0.00%
3-Month
8.27%
0.00%
1-Year
-5.55%
0.00%
3-Year
-0.59%
0.00%
5-Year
9.74%
0.00%
10-Year
2.24%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
SURRVMXBF1.MX
Category
2025
--
--
2024
-13.48%
--
2023
16.47%
--
2022
-5.92%
--
2021
19.06%
--
2020
2.05%
--
2019
6.19%
--
2018
-14.88%
--

2017
6.41%
--
2016
6.19%
--
2015
-0.54%
--
2014
-0.92%
--
2013
-1.84%
--
2012
16.62%
--
2011
-3.64%
--
2010
17.48%
--
2009
45.16%
--
2008
-23.89%
--
2007
13.32%
--
2006
46.08%
--
2005
38.17%
--
2004
47.69%
--
2003
44.32%
--
2002
-6.16%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 8.27% -- -- --
2024 -0.82% -7.74% 2.58% -7.83%
2023 8.83% -0.56% -3.89% 11.98%
2022 4.50% -12.99% -5.94% 9.99%
2021 6.63% 5.46% 1.34% 4.48%
2020 -21.64% 10.00% -1.65% 20.37%
2019 3.23% 1.72% -0.96% 2.10%
2018 -4.45% 0.94% 5.49% -16.34%
2017 6.08% 1.20% 1.58% -2.42%
2016 6.97% -1.61% 4.63% -3.56%

2015 1.52% 1.88% -5.68% 1.96%
2014 -7.20% 5.86% 5.36% -4.27%
2013 -0.48% -9.12% 2.79% 5.59%
2012 4.82% 1.54% 2.41% 6.99%
2011 -3.44% -1.69% -7.82% 10.12%
2010 2.89% -5.67% 5.29% 14.97%
2009 -13.02% 25.49% 20.74% 10.14%
2008 1.99% -2.19% -18.18% -6.75%
2007 8.71% 8.75% -1.56% -2.63%
2006 7.15% -1.28% 15.33% 19.74%
2005 -2.69% 8.01% 16.78% 12.57%
2004 19.23% -2.45% 7.81% 17.79%
2003 -2.36% 19.64% 10.62% 11.68%
2002 12.52% -12.93% -9.32% 5.63%

Rank in Category (By Total Return)

YTD 41
1-Month 49
3-Month 41
1-Year 80
3-Year 86
5-Year 66

Load Adjusted Returns

1-Year -5.55%
3-Year -0.59%
5-Year 9.74%
10-Year 2.24%

Performance & Risk

YTD Return 14.04%
5y Average Return 9.57%
Rank in Category (ytd) 41
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.78
Morningstar Risk Rating

Fund Overview

Category --
Fund Family SURA Investment Management México SA de CV
Net Assets 402.33M
YTD Return 8.27%
Yield 0.00%
Morningstar Rating
Inception Date Apr 07, 2010

Fund Summary

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