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BALANCE XD (BALANCEXD.MX)

Mexico - Mexico Delayed price. Currency in MXN
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1.6982-1.5856 (-48.28%)
At close: 02:43PM CST

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.50%
5-year average return6.81%
Number of years up3
Number of years down1
Best 1-yr total return (29 Apr 2024)10.25%
Worst 1-yr total return (29 Apr 2024)N/A
Best 3-yr total return10.25%
Worst 3-yr total return4.95%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBALANCEXD.MXCategory
YTD1.92%0.00%
1-month0.97%0.00%
3-month1.92%0.00%
1-year8.79%0.00%
3-year5.17%0.00%
5-year6.99%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
BALANCEXD.MXCategory
2024
N/AN/A
2023
8.22%N/A
2022
-0.68%N/A
2021
7.55%N/A
2020
10.25%N/A
2019
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.92%N/AN/AN/A
20231.39%1.69%-1.56%6.63%
2022-0.25%-3.37%-0.20%3.24%
20211.28%2.19%1.18%2.70%
2020-1.50%6.78%1.85%2.92%
20192.11%2.92%2.68%N/A

Rank in category (by total return)

YTD27
1-month10
3-month27
1-year31
3-year42
5-year10

Load adjusted returns

1-year8.79%
3-year5.17%
5-year6.99%
10-yearN/A