Categoría Morningstar | YTD Return% | 3 Month Return % | 1 Year Return % | 3 Year Anlsd % | 5 Year Anlsd % | 3Yr Std Dev | Date |
---|---|---|---|---|---|---|---|
RV USA | -4.60 | 2.29 | 12.56 | 14.51 | 8.47 | - | 30/06/2025 |
Europe Equity | 11.52 | 1.99 | 19.97 | 11.79 | 5.53 | - | 30/06/2025 |
Siefore Basica Adicional | 7.90 | 3.13 | 14.30 | 10.31 | 7.50 | - | 30/06/2025 |
Mixtos Conservadores | 4.75 | 1.23 | 11.69 | 10.22 | 6.06 | - | 30/06/2025 |
Deuda Gubernamental - Mediano Plazo | 4.80 | 2.04 | 9.99 | 10.08 | 7.49 | - | 30/06/2025 |
Mercado de Dinero MXN | 5.39 | 1.98 | 12.31 | 10.05 | 7.16 | - | 30/06/2025 |
RV Mexico | 14.50 | 7.90 | 14.75 | 10.05 | 9.09 | - | 30/06/2025 |
Deuda Gubernamental - Corto Plazo | 4.35 | 1.98 | 9.65 | 9.97 | 7.40 | - | 30/06/2025 |
Fondos Capital Protegido | 4.07 | 2.22 | 10.76 | 9.79 | 7.03 | - | 30/06/2025 |
Siefore Basica Inicial | 8.08 | 3.39 | 14.63 | 9.74 | 7.33 | - | 30/06/2025 |
Deuda Corto Plazo | 4.32 | 1.94 | 9.43 | 9.71 | 7.14 | - | 30/06/2025 |
Siefore Basica 90-94 | 8.05 | 3.38 | 14.78 | 9.64 | 7.41 | - | 30/06/2025 |
Siefore Basica 85-89 | 7.91 | 3.27 | 14.70 | 9.51 | 7.33 | - | 30/06/2025 |
Deuda Mediano Plazo | 5.19 | 2.02 | 10.70 | 9.51 | 6.79 | - | 30/06/2025 |
RV Global | -1.50 | 1.39 | 11.18 | 9.51 | 5.03 | - | 30/06/2025 |
Siefore Basica 80-84 | 7.73 | 3.08 | 14.57 | 9.44 | 7.30 | - | 30/06/2025 |
Siefore Basica 75-79 | 7.46 | 2.85 | 14.37 | 9.27 | 7.09 | - | 30/06/2025 |
Siefore Basica 70-74 | 7.33 | 2.67 | 14.18 | 9.10 | 6.90 | - | 30/06/2025 |
Siefore Basica 65-69 | 7.26 | 2.53 | 14.01 | 8.97 | 6.65 | - | 30/06/2025 |
Deuda Largo Plazo | 8.43 | 2.66 | 13.33 | 8.95 | 5.77 | - | 30/06/2025 |
Deuda Otros | 3.62 | 1.11 | 10.11 | 8.90 | 6.01 | - | 30/06/2025 |
Ciclo de Vida | 5.75 | 2.76 | 13.91 | 8.72 | 6.29 | - | 30/06/2025 |
Deuda Flexible | 4.79 | 1.37 | 10.18 | 8.65 | 6.35 | - | 30/06/2025 |
Siefore Basica Pension | 7.62 | 2.24 | 12.92 | 8.29 | 6.31 | - | 30/06/2025 |
Siefore Basica 60-64 | 7.54 | 2.34 | 13.56 | 8.29 | 6.21 | - | 30/06/2025 |
Government Debt - Long Term | 7.73 | 1.74 | 12.02 | 8.19 | 4.23 | - | 30/06/2025 |
Deuda Tasa Real | 7.61 | 2.69 | 12.54 | 7.62 | 6.16 | - | 30/06/2025 |
Otros | 0.39 | 0.62 | 8.19 | 7.36 | 5.16 | - | 30/06/2025 |
Mixtos Agresivos | 2.88 | 1.65 | 9.33 | 6.98 | 7.40 | - | 30/06/2025 |
Mixtos Moderados | 1.63 | 0.90 | 10.38 | 6.34 | 4.11 | - | 30/06/2025 |
RV Mercados Emergentes | 7.84 | 2.69 | 15.59 | 4.68 | 0.66 | - | 30/06/2025 |
RV Asia | 3.50 | -3.85 | 25.89 | 3.16 | -3.87 | - | 30/06/2025 |
Mercado de Dinero EUR | 1.84 | -0.64 | 10.15 | 0.69 | -4.29 | - | 30/06/2025 |
Mercado de Dinero USD | -7.48 | -7.01 | 5.41 | 0.24 | -2.91 | - | 30/06/2025 |
Foreign Currency Debt | - | - | - | - | - | - | - |
Siefore Basica 95-99 | - | - | - | - | - | - | - |