Mexico - Delayed Quote MXN

ST&ERPB A (ST&ERPBA.MX)

3.4149 0.0000 (0.00%)
At close: April 26 at 2:43 PM CST

Performance Overview

Morningstar Return Rating --
YTD Return 3.54%
5y Average Return 7.03%
Number of Years Up 7
Number of Years Down --
Best 1Y Total Return (Apr 25, 2024) 11.60%
Worst 1Y Total Return (Apr 25, 2024) --
Best 3Y Total Return 11.60%
Worst 3Y Total Return 4.89%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
ST&ERPBA.MX
Category
YTD
2.67%
0.00%
1-Month
0.80%
0.00%
3-Month
2.67%
0.00%
1-Year
11.58%
0.00%
3-Year
8.21%
0.00%
5-Year
6.97%
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
ST&ERPBA.MX
Category
2024
--
--
2023
11.60%
--
2022
7.78%
--
2021
3.40%
--
2020
4.06%
--
2019
7.24%
--
2018
7.52%
--
2017
6.26%
--

2016
--
--
2015
0.00%
--
2014
0.00%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 2.67% -- -- --
2023 2.69% 2.82% 2.81% 2.81%
2022 1.40% 1.68% 2.05% 2.44%
2021 0.76% 0.74% 0.85% 0.99%
2020 1.40% 1.11% 0.81% 0.68%
2019 1.75% 1.81% 1.83% 1.66%
2018 1.71% 1.82% 1.84% 1.95%
2017 1.36% 1.52% 1.61% 1.63%
2016 0.79% 0.93% 1.13% --
2015 0.00% 0.00% 0.00% 0.00%

2014 0.00% 0.00% 0.00% 0.00%

Rank in Category (By Total Return)

YTD 17
1-Month 17
3-Month 17
1-Year 20
3-Year 20
5-Year 25

Load Adjusted Returns

1-Year 11.58%
3-Year 8.21%
5-Year 6.97%
10-Year --

Performance & Risk

YTD Return 3.54%
5y Average Return 7.03%
Rank in Category (ytd) 17
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.03
Morningstar Risk Rating --

Fund Overview

Category --
Fund Family SAM Asset Management SA de CV
Net Assets 16.46B
YTD Return 2.67%
Yield 0.00%
Morningstar Rating --
Inception Date Apr 25, 2016

Fund Summary

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