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BALANCE FD (BALANCEFD.MX)

Mexico - Mexico Delayed price. Currency in MXN
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1.6122-1.5283 (-48.66%)
At close: 02:43PM CST

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.11%
5-year average return0.00%
Number of years up2
Number of years down1
Best 1-yr total return (29 Apr 2024)7.29%
Worst 1-yr total return (29 Apr 2024)N/A
Best 3-yr total return7.29%
Worst 3-yr total return3.87%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBALANCEFD.MXCategory
YTD1.65%0.00%
1-month0.89%0.00%
3-month1.65%0.00%
1-year7.79%0.00%
3-year4.12%0.00%
5-year0.00%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
BALANCEFD.MXCategory
2024
N/AN/A
2023
7.29%N/A
2022
-1.49%N/A
2021
6.04%N/A
2020
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.65%N/AN/AN/A
20231.17%1.47%-1.78%6.40%
2022-0.45%-3.56%-0.40%3.03%
20210.94%1.83%0.82%2.33%
20206.31%1.41%2.47%N/A

Rank in category (by total return)

YTD40
1-month16
3-month40
1-year43
3-year53
5-yearN/A

Load adjusted returns

1-year7.79%
3-year4.12%
5-yearN/A
10-yearN/A