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Mexico - Delayed Quote MXN

SURVEUR BFX (SURVEURBFX.MX)

3.5110
0.0000
(0.00%)
At close: May 7 at 2:43:34 PM CST

Performance Overview

Morningstar Return Rating --
YTD Return 10.19%
5y Average Return 6.21%
Number of Years Up 5
Number of Years Down 2
Best 1Y Total Return (May 5, 2025) 20.84%
Worst 1Y Total Return (May 5, 2025) --
Best 3Y Total Return 20.84%
Worst 3Y Total Return -2.82%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SURVEURBFX.MX
Category
YTD
10.31%
0.00%
1-Month
1.15%
0.00%
3-Month
10.31%
0.00%
1-Year
30.66%
0.00%
3-Year
5.33%
0.00%
5-Year
7.26%
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
SURVEURBFX.MX
Category
2025
--
--
2024
20.84%
--
2023
0.51%
--
2022
-20.46%
--
2021
14.80%
--
2020
8.58%
--
2019
16.05%
--
2018
-17.91%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 10.31% -- -- --
2024 2.02% 11.01% 14.33% -6.68%
2023 0.59% -4.47% -2.17% 6.92%
2022 -8.81% -13.87% -12.98% 16.38%
2021 6.65% 3.46% 0.49% 3.53%
2020 -6.44% 11.78% 0.99% 2.81%
2019 8.14% 2.10% 0.48% 4.61%
2018 -9.51% 4.56% -2.58% -10.94%

Rank in Category (By Total Return)

YTD 48
1-Month 63
3-Month 48
1-Year 34
3-Year 68
5-Year 58

Load Adjusted Returns

1-Year 30.66%
3-Year 5.33%
5-Year 7.26%
10-Year --

Performance & Risk

YTD Return 10.19%
5y Average Return 6.21%
Rank in Category (ytd) 48
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.92
Morningstar Risk Rating

Fund Overview

Category --
Fund Family SURA Investment Management México SA de CV
Net Assets 169.62M
YTD Return 10.31%
Yield 0.00%
Morningstar Rating
Inception Date Oct 05, 2017

Fund Summary

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