Categoría Morningstar | YTD Return% | 3 Month Return % | 1 Year Return % | 3 Year Anlsd % | 5 Year Anlsd % | 3Yr Std Dev | Date |
---|---|---|---|---|---|---|---|
RV USA | -4.33 | 8.44 | 13.66 | 13.18 | 8.15 | - | 11/07/2025 |
Europe Equity | 11.68 | 7.97 | 22.20 | 12.08 | 5.83 | - | 11/07/2025 |
Siefore Basica Adicional | 8.20 | 4.99 | 13.87 | 10.18 | 7.47 | - | 11/07/2025 |
Deuda Gubernamental - Mediano Plazo | 5.03 | 2.10 | 9.82 | 10.07 | 7.50 | - | 11/07/2025 |
Mercado de Dinero MXN | 5.60 | 1.94 | 12.13 | 10.05 | 7.19 | - | 11/07/2025 |
Deuda Gubernamental - Corto Plazo | 4.55 | 1.91 | 9.48 | 9.96 | 7.42 | - | 11/07/2025 |
Mixtos Conservadores | 4.65 | 1.86 | 11.84 | 9.90 | 6.07 | - | 11/07/2025 |
Deuda Corto Plazo | 4.52 | 1.88 | 9.25 | 9.70 | 7.15 | - | 11/07/2025 |
Fondos Capital Protegido | 4.26 | 3.27 | 10.82 | 9.62 | 7.04 | - | 11/07/2025 |
RV Mexico | 13.48 | 10.43 | 10.64 | 9.56 | 9.17 | - | 11/07/2025 |
Siefore Basica Inicial | 8.23 | 6.14 | 14.10 | 9.53 | 7.24 | - | 11/07/2025 |
Deuda Mediano Plazo | 5.43 | 1.97 | 10.65 | 9.47 | 6.83 | - | 11/07/2025 |
Siefore Basica 90-94 | 8.16 | 6.13 | 14.18 | 9.42 | 7.32 | - | 11/07/2025 |
Siefore Basica 85-89 | 8.02 | 5.98 | 14.10 | 9.29 | 7.24 | - | 11/07/2025 |
Siefore Basica 80-84 | 7.82 | 5.69 | 13.98 | 9.22 | 7.21 | - | 11/07/2025 |
Siefore Basica 75-79 | 7.56 | 5.30 | 13.83 | 9.06 | 7.00 | - | 11/07/2025 |
Deuda Largo Plazo | 8.78 | 3.22 | 13.44 | 9.01 | 5.81 | - | 11/07/2025 |
Siefore Basica 70-74 | 7.42 | 4.85 | 13.72 | 8.91 | 6.83 | - | 11/07/2025 |
Siefore Basica 65-69 | 7.34 | 4.39 | 13.62 | 8.80 | 6.59 | - | 11/07/2025 |
Deuda Otros | 3.72 | 2.07 | 10.44 | 8.73 | 6.15 | - | 11/07/2025 |
Deuda Flexible | 4.90 | 1.27 | 10.30 | 8.60 | 6.35 | - | 11/07/2025 |
RV Global | -1.34 | 6.97 | 12.23 | 8.55 | 4.95 | - | 11/07/2025 |
Ciclo de Vida | 5.69 | 5.09 | 13.54 | 8.39 | 6.24 | - | 11/07/2025 |
Siefore Basica Pension | 7.82 | 3.07 | 12.67 | 8.23 | 6.32 | - | 11/07/2025 |
Siefore Basica 60-64 | 7.66 | 3.77 | 13.34 | 8.14 | 6.17 | - | 11/07/2025 |
Government Debt - Long Term | 7.98 | 2.37 | 12.18 | 8.01 | 4.22 | - | 11/07/2025 |
Deuda Tasa Real | 7.84 | 3.03 | 12.06 | 7.64 | 6.19 | - | 11/07/2025 |
Otros | 0.35 | 3.46 | 8.97 | 6.74 | 5.14 | - | 11/07/2025 |
Mixtos Agresivos | 2.57 | 5.03 | 8.95 | 6.53 | 7.44 | - | 11/07/2025 |
Mixtos Moderados | 1.45 | 3.23 | 10.58 | 5.96 | 4.04 | - | 11/07/2025 |
RV Mercados Emergentes | 6.80 | 9.30 | 13.81 | 4.35 | -0.30 | - | 11/07/2025 |
RV Asia | 1.94 | 4.74 | 22.37 | 2.83 | -5.04 | - | 11/07/2025 |
Mercado de Dinero EUR | 0.47 | -5.26 | 11.08 | 0.59 | -4.25 | - | 11/07/2025 |
Mercado de Dinero USD | -8.70 | -8.41 | 7.39 | -0.71 | -2.75 | - | 11/07/2025 |
Foreign Currency Debt | - | - | - | - | - | - | - |
Siefore Basica 95-99 | - | - | - | - | - | - | - |