Mexico - Delayed Quote MXN

Skandia Strategic World Equities Fund SA de CV S.I.R.V. E (OM-RVSTE.MX)

2.0721 -2.0721 (-50.00%)
At close: January 16 at 5:03 PM CST

Fund Summary

The objective of the Fund is to invest the proceeds from the placement of the shares of its capital stock among investors, through the acquisition of assets subject to investment, whose nature corresponds mainly to international actions of the most important economic regions globally such as Asia, Europe, North America and Latin America. In this way the Fund may invest in actions of countries such as Japan, China, India, Russia, Germany, United Kingdom, Brazil, Mexico, United States, among others. The acquisition of these international actions will be exclusively through foreign or national funds which integrate these values in its portfolio or through ETFs (Exchange Traded Funds also known as TRACS).

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 14.90%
Worst 1Y Total Return -5.60%
Number of Years Up 3
Number of Years Down 2

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) 81
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.08
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
OM-RVSTE.MXCategory AverageOM-RVSTE.MXCategory AverageOM-RVSTE.MXCategory Average
Alpha -7 -0.04 -8.29 -0.05 -- -0.05
BETA 1.08 0.01 1.04 0.01 -- 0.01
Mean Annual Return 1.01 0.01 0.51 0.01 -- 0
R-squared 84.68 0.68 77.21 0.77 -- 0.71
Standard Deviation 9.43 0.13 8.96 0.11 -- 0.14
Sharpe Ratio 0.92 0.01 0.28 0.01 -- 0
Treynor Ratio 8.04 0.11 2.12 0.06 -- -0.01

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