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BALANCE XD (BALANCEXD.MX)
Mexico - Mexico Delayed price. Currency in MXN
Add to watchlist
1.6982
-1.5856
(-48.28%)
At close: 02:43PM CST
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
2.50%
5-year average return
6.81%
Number of years up
3
Number of years down
1
Best 1-yr total return (29 Apr 2024)
10.25%
Worst 1-yr total return (29 Apr 2024)
N/A
Best 3-yr total return
10.25%
Worst 3-yr total return
4.95%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
BALANCEXD.MX
Category
YTD
1.92%
0.00%
1-month
0.97%
0.00%
3-month
1.92%
0.00%
1-year
8.79%
0.00%
3-year
5.17%
0.00%
5-year
6.99%
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
BALANCEXD.MX
Category
2024
N/A
N/A
2023
8.22%
N/A
2022
-0.68%
N/A
2021
7.55%
N/A
2020
10.25%
N/A
2019
N/A
N/A
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
1.92%
N/A
N/A
N/A
2023
1.39%
1.69%
-1.56%
6.63%
2022
-0.25%
-3.37%
-0.20%
3.24%
2021
1.28%
2.19%
1.18%
2.70%
2020
-1.50%
6.78%
1.85%
2.92%
2019
2.11%
2.92%
2.68%
N/A
Rank in category (by total return)
YTD
27
1-month
10
3-month
27
1-year
31
3-year
42
5-year
10
Load adjusted returns
1-year
8.79%
3-year
5.17%
5-year
6.99%
10-year
N/A
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