Inburex SA de CV S.I.I.D. B
Ticker
INBUREXB.MX
ISIN
-
Price
MXN 49.57
Change Today
+0.09 / 0.186 %
Price 1 year ago
44.18 / 12.212 %
Morningstar
4
52 Week Low
44.44
52 Week High
49.57
200 Day Moving Average 47.33
47.33
50-day Moving Average
49.08
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
| Parameter | Value |
|---|---|
| Sharpe Ratio | 3.83 |
| Sortino Ratio | 4.47 |
| Maximum Drawdown | -1.88% |
| Maximum Drawdown Date | 2024-04-19 |
| Calmar Ratio | -5.05 |
1 year
| Parameter | Value |
|---|---|
| Return | 3.52 |
| Volatility | 2.64% |
| Alpha | None |
| Beta | None |
| R Squared | None |
History
| Parameter | Value |
|---|---|
| Average Annual Return | 7.502% |
| Average Annual Volatility | 1.43% |
| Sharpe Ratio | 5.25 |
| Sortino Ratio | 4.24 |
| Maximum Drawdown | -2.0% |
| Maximum Drawdown Date | 2024-04-19 |
| Calmar Ratio | -4.09 |
Company information
Summary
El Objetivo de INBUREX, S.A. de C.V. Sociedad de Inversión en Instrumentos de Deuda para Personas Morales) (la âSociedadâ o el âFondoâ) es buscar para sus accionistas el más alto rendimiento posible, consistente con el régimen de inversión, su clasificación y su calificación. La Sociedad, para lograr este objetivo, adquirirá activos objeto de inversión cuya naturaleza corresponda a valores, tÃtulos o documentos representativos de una deuda a cargo de un tercero (en adelante âActivos Objeto de Inversiónâ o âValoresâ), con los recursos provenientes de la colocación de las acciones representativas de su capital social entre el público inversionista. La sociedad podrá adquirir valores de emisores gubernamentales, bancarios y privados.
Market
MX
Category
Europe ex-UK Equity
Expense Ratio
1.10%
Fund family
-
Morningstar
4
Yield
-
Exchange
MEX
| Sector | Weight |
|---|---|
| Realestate | 0.00% |
| Consumer cyclical | 0.00% |
| Basic materials | 0.00% |
| Consumer defensive | 0.00% |
| Technology | 0.00% |
| Communication services | 0.00% |
| Financial services | 0.00% |
| Utilities | 0.00% |
| Industrials | 0.00% |
| Energy | 0.00% |
| Healthcare | 0.00% |
None
Holdings
Alternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| 0P00000G51.L | Janus Henderson European Focus Fund A Acc | GB00B54J0L8 | LSE | 5 | |||
| 0P0000ST89.L | LF Brook Continental European Fund I Income | GB00B4Z7BS8 | LSE | 5 | -- | -- | |
| 0P0000WM8N.L | Janus Henderson European Focus Fund I Acc | GB00B54J0L8 | LSE | 5 | -- | -- | |
| 0P0001FGA7.L | LF Lightman Investment Funds - LF Lightman European Fund I Accumulation | GB00BGPFJM6 | LSE | 5 | |||
| 0P0001FGA8.L | LF Lightman Investment Funds - LF Lightman European Fund R Accumulation | GB00BGPFJM6 | LSE | 5 | |||
| 0P0001FUGL.L | LF Lightman Investment Funds - LF Lightman European Fund I Income | GB00BGPFJM6 | LSE | 5 | |||
| 0P0001FUGM.L | LF Lightman Investment Funds - LF Lightman European Fund R Income | GB00BGPFJM6 | LSE | 5 | |||
| FR0010199075.PA | Bati Actions Investissement I A/I | FR0010199075 | YHD | 1.00% | 5 | ||
| IE00BQ1YBM13.IR | Comgest Growth Europe ex UK I GBP Acc | IE00BQ1YBM13 | YHD | 5 | |||
| IE00BQ1YBN20.IR | Comgest Growth Europe ex UK | IE00BQ1YBN20 | YHD | 5 |
Sustainability scores
Events
Indicators
Glossary
- Momentum
- A technical indicator that measures the rate of change in price movements over a specific period. It indicates the strength or weakness of a price trend.
Assessment: A positive momentum value generally indicates a good trend, while a negative value suggests a weak or downward trend.
- Inertia
- In trading, inertia refers to the tendency of prices to continue moving in their current direction. It suggests that an asset's price will likely maintain its current trend.
Assessment: A higher inertia value is generally considered good, as it indicates a strong and sustained price trend.
- Relative Strength Index (RSI)
- A momentum oscillator that measures the speed and change of price movements. It helps identify overbought or oversold conditions in an asset.
Assessment: An RSI value above 70 is typically considered overbought and may suggest a potential reversal or correction. Conversely, an RSI value below 30 is often considered oversold, indicating a possible upward price correction.
- Fibonacci's Weighted Moving Average
- A technical indicator that assigns different weights to recent data points, giving more significance to recent prices. It helps smooth out price fluctuations and identify trend reversals.
Assessment: The interpretation of the Fibonacci's Weighted Moving Average value depends on its comparison to other moving averages or trendlines. A value above 50 may indicate an uptrend, while a value below 50 may suggest a downtrend.
- Williams %R
- A momentum indicator that measures overbought or oversold conditions in an asset. It shows the relationship of the current closing price to the high-low range over a specified period.
Assessment: Williams %R values above -20 are typically considered overbought and may indicate a potential price reversal. Values below -80 are often viewed as oversold, suggesting a potential price bounce.
- Relative Volatility Index (RVI)
- A technical indicator that measures the volatility of a security by comparing the magnitude of recent price movements to the magnitude of average price changes. It helps identify periods of high or low volatility.
Assessment: A higher RVI value suggests higher volatility, which can provide trading opportunities but also carries increased risk.
- Commodity Channel Index (CCI)
- A versatile indicator that measures the current price level relative to an average price level over a given period. It helps identify overbought or oversold conditions and potential trend reversals.
Assessment: CCI values above 100 are often considered overbought, indicating a potential price correction or reversal. Values below -100 are typically viewed as oversold, suggesting a potential price rebound.