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Fondo SAM Renta Variable 17, S.A. de C.V. F.I.R.V. (STER-EQA.MX)

Mexico - Mexico Delayed price. Currency in MXN
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1.7584+0.0042 (+0.24%)
At close: 02:00PM CST

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.17%
5-year average return5.35%
Number of years up4
Number of years down2
Best 1-yr total return (2 May 2023)22.49%
Worst 1-yr total return (2 May 2023)N/A
Best 3-yr total return22.49%
Worst 3-yr total return4.61%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSTER-EQA.MXCategory
YTD-0.17%0.00%
1-month2.27%0.00%
3-month-4.54%0.00%
1-year-10.25%0.00%
3-year1.45%0.00%
5-year5.35%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
STER-EQA.MXCategory
2023
N/AN/A
2022
-21.32%N/A
2021
22.49%N/A
2020
18.78%N/A
2019
20.98%N/A
2018
-10.18%N/A
2017
17.32%N/A
2016
N/AN/A
2015
0.00%N/A
2014
0.00%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
2023-2.50%N/AN/AN/A
2022-6.74%-14.21%-6.48%5.16%
20219.06%3.02%3.08%5.77%
2020-0.60%12.64%4.32%1.69%
201910.07%2.10%3.15%4.37%
2018-8.04%7.68%0.06%-9.34%
2017-3.69%1.01%4.88%14.98%
2016-1.41%13.79%7.36%N/A
20150.00%0.00%0.00%0.00%
20140.00%0.00%0.00%0.00%

Rank in category (by total return)

YTD68
1-month82
3-month68
1-year44
3-year23
5-year16

Load adjusted returns

1-year-17.74%
3-year3.94%
5-year5.69%
10-yearN/A