Define tu perfil de inversión y el tipo de portafolio que más te conviene con nuestro simulador.
Conoce el nivel de riesgo y el rendimiento de cada uno de nuestros fondos de inversión en los últimos 5 años.
Tasas de Rendimiento al 20 de abril de 2018
Fondos de Deuda Nacional
| Fondo | Serie | Tipo * | Inversión Mínima | Precio | 28 días | 12 Meses | Año | 2017 | 2016 |
| AXESCP | E1 | E | $1,000 | 2.632218 | 6.49% | 6.19% | 6.55% | 5.78% | 3.07% |
| AXESCP | E2 | E | $1,000,000 | 2.769252 | 7.07% | 6.80% | 7.14% | 6.39% | 3.66% |
| AXESCP | E3 | E | $100,000,000 | 2.854385 | 7.53% | 7.29% | 7.62% | 6.88% | 4.13% |
| AXESCP | F1 | F | $1,000 | 2.181235 | 5.85% | 5.39% | 5.86% | 5.07% | 2.42% |
| AXESCP | F2 | F | $500,000 | 2.382061 | 6.47% | 6.05% | 6.50% | 5.73% | 3.05% |
| AXESCP | F3 | F | $2,000,000 | 2.502893 | 7.07% | 6.68% | 7.12% | 6.36% | 3.65% |
| AXESCP | FF1 | FF | $50,000,000 | 2.334112 | 8.09% | 7.86% | 8.18% | 7.57% | 4.74% |
| AXESCP | M1 | M | $1,000 | 2.460212 | 6.48% | 6.07% | 6.52% | 5.75% | 3.06% |
| AXESCP | M2 | M | $1,000,000 | 2.601135 | 7.08% | 6.70% | 7.14% | 6.38% | 3.67% |
| AXESCP | M3 | M | $100,000,000 | 2.603906 | 7.54% | 7.19% | 7.61% | 6.87% | 4.14% |
| AXESCSD | F1 | F | $100,000 | 2.100239 | 6.90% | N/D | 7.08% | N/D | N/D |
| AXESCSD | F2 | F | $1,000,000 | 2.104217 | 6.90% | N/D | 7.20% | N/D | N/D |
| AXESCSD | F3 | F | $1,500,000 | 2.106322 | 6.90% | N/D | 7.32% | N/D | N/D |
| AXESCSD | F4 | F | $15,000,000 | 2.108415 | 7.01% | N/D | 7.44% | N/D | N/D |
| AXESCSD | F6 | F | $250,000,000 | 2.111781 | 7.21% | N/D | 7.67% | N/D | N/D |
| AXESCSD | M1 | M | $1,500,000 | 2.108854 | 7.01% | N/D | 7.44% | N/D | N/D |
| AXESLP | E2 | E | $1,000,000 | 2.647842 | 6.48% | 6.89% | 7.54% | 6.89% | 4.72% |
| AXESLP | E3 | E | $100,000,000 | 2.695793 | 6.89% | 7.38% | 8.00% | 7.38% | 5.20% |
| AXESLP | F1 | F | $1,000 | 2.551234 | 5.50% | 5.57% | 6.39% | 5.65% | 3.55% |
| AXESLP | F2 | F | $500,000 | 2.709803 | 6.03% | 6.21% | 6.99% | 6.29% | 4.16% |
| AXESLP | F3 | F | $2,000,000 | 2.625481 | 6.53% | 6.79% | 7.55% | 6.88% | 4.73% |
| AXESLP | FF1 | FF | $50,000,000 | 2.709834 | 7.44% | 7.95% | 8.56% | 8.07% | 5.81% |
| AXESLP | M1 | M | $1,000 | 2.856374 | 6.05% | 6.23% | 7.01% | 6.32% | 4.18% |
| AXESLP | M2 | M | $1,000,000 | 2.625712 | 6.53% | 6.79% | 7.55% | 6.88% | 4.73% |
| AXESLP | M3 | M | $100,000,000 | 2.658464 | 6.95% | 7.28% | 8.02% | 7.37% | 5.21% |
| AXESMP | E1 | E | $1,000 | 2.588726 | 6.60% | 6.53% | 6.71% | 6.40% | 3.29% |
| AXESMP | E2 | E | $1,000,000 | 2.311612 | 7.18% | 7.14% | 7.30% | 7.01% | 3.88% |
| AXESMP | E3 | E | $100,000,000 | 2.337247 | 7.64% | 7.64% | 7.78% | 7.50% | 4.36% |
| AXESMP | F1 | F | $1,000 | 2.199567 | 6.02% | 5.80% | 6.09% | 5.76% | 2.71% |
| AXESMP | F2 | F | $500,000 | 2.320087 | 6.62% | 6.44% | 6.70% | 6.39% | 3.31% |
| AXESMP | F3 | F | $2,000,000 | 2.437526 | 7.21% | 7.07% | 7.32% | 7.02% | 3.92% |
| AXESMP | FF1 | FF | $50,000,000 | 2.349174 | 8.20% | 8.21% | 8.35% | 8.19% | 4.97% |
| AXESMP | M1 | M | $1,000 | 2.444602 | 6.64% | 6.46% | 6.73% | 6.42% | 3.34% |
| AXESMP | M2 | M | $1,000,000 | 2.437518 | 7.21% | 7.07% | 7.32% | 7.02% | 3.92% |
| AXESMP | M3 | M | $100,000,000 | 2.304223 | 7.65% | 7.53% | 7.77% | 7.48% | 4.36% |
| GBMF3 | BF | F | $10,000 | 5.882052 | 5.71% | 6.43% | 6.17% | 6.21% | 2.90% |
| GBMM3 | BE | E | $10,000 | 8.196119 | 5.62% | 6.97% | 6.35% | 6.73% | 3.48% |
| NAFCDVI | F3 | F | $10,000 | 16.787288 | 1.27% | 5.55% | 3.21% | 5.79% | 5.06% |
| NAFCDVI | M3 | M | $10,000 | 16.787287 | 1.27% | 5.55% | 3.21% | 5.79% | 5.06% |
| NAFCDVI | X3 | E | $10,000 | 17.511511 | 1.33% | 5.78% | 3.33% | 5.94% | 5.18% |
| NAFCGUB | F2 | F | $10,000 | 12.474853 | 6.54% | 7.17% | 6.92% | 7.33% | 2.44% |
| NAFCGUB | M1 | M | $10,000 | 12.568849 | 6.65% | 7.30% | 7.03% | 7.46% | 2.56% |
| NAFCGUB | X1 | E | $10,000 | 12.95446 | 6.70% | 7.18% | 7.06% | 7.10% | 2.19% |
| NAFM-EX | X2 | E | $100,000,000 | 24.836832 | 4.81% | 6.44% | 6.36% | 6.29% | 3.37% |
| NAFM-EX | X3 | E | $200,000,000 | 25.316275 | 4.91% | 6.56% | 6.48% | 6.41% | 3.49% |
| NAFMEX7 | X2 | E | $10,000 | 21.976152 | 6.07% | 6.36% | 6.61% | 5.83% | 2.90% |
| NAFMEX7 | X3 | E | $100,000,000 | 22.615232 | 5.99% | 6.18% | 6.52% | 5.62% | 3.20% |
| ST&ER-7 | B1 | F | $10,000 | 28.837051 | 10.04% | 4.65% | 8.55% | 4.64% | -0.85% |
| STEREAL | B1 | F | $10,000 | 2.065628 | 4.72% | 5.72% | 4.08% | 5.02% | 5.80% |
| STEREAL | E | E | $10,000 | 2.339702 | 5.64% | 6.99% | 5.15% | 6.21% | 7.00% |
Rendimientos Brutos antes de ISR, después de comisiones y gastos.
Fondos de Deuda Internacional
| Fondo | Serie | Tipo * | Inversión Mínima | Precio | 28 días | 12 Meses | Año | 2017 | 2016 |
| SCOTDOL | E | E | $10,000 | 1.913511 | -11.90% | -2.51% | -21.51% | -5.14% | N/D |
| SCOTDOL | F1 | F | $10,000 | 1.739663 | -8.42% | -1.82% | -19.82% | -4.97% | 19.45% |
| SCOTDOL | F2 | F | $250,000 | 1.918599 | -8.32% | -1.70% | -19.72% | -4.86% | N/D |
| SCOTDOL | F3 | F | $750,000 | 1.924403 | -8.22% | -1.59% | -19.61% | -4.75% | 19.63% |
| SCOTDOL | M4 | M | $15,000,000 | 1.927898 | -11.05% | -1.62% | -20.67% | N/D | N/D |
| TEMGBIA | BF2 | F | $10,000 | 3.149756 | 11.38% | -2.87% | -17.10% | -3.58% | 23.14% |
| TEMGBIA | BM1 | M | $10,000 | 3.261043 | 11.68% | -2.55% | -16.80% | -3.26% | 23.54% |
Rendimientos Brutos antes de ISR, después de comisiones y gastos.
Fondos de Renta Variable Nacional
| Fondo | Serie | Tipo * | Inversión Mínima | Precio | 28 días | 12 Meses | Año | 2017 | 2016 |
| AXESAPI | E1 | E | $20,000,000 | 2.36331 | 17.31% | 6.88% | 1.56% | 8.63% | 6.57% |
| AXESAPI | F1 | F | $20,000,000 | 2.341221 | 17.03% | 6.54% | 1.26% | 8.26% | 6.25% |
| AXESBMV | E3 | E | $2,000,000 | 2.181682 | 51.94% | N/D | N/D | N/D | N/D |
| AXESBMV | F1 | F | $100,000 | 2.174998 | 50.87% | 2.59% | -0.87% | 8.25% | 4.09% |
| AXESBMV | F2 | F | $1,000,000 | 2.212113 | 51.40% | 3.18% | -0.31% | 8.87% | 4.68% |
| AXESBMV | F3 | F | $2,000,000 | 2.251843 | 51.93% | 3.77% | 0.25% | 9.50% | 5.28% |
| AXESBMV | FF1 | FF | $10,000,000 | 2.291421 | 52.46% | 4.42% | 0.83% | 10.21% | 5.92% |
| AXESBMV | M1 | M | $100,000 | 2.175618 | 50.88% | 2.61% | -0.86% | 8.27% | 4.09% |
| AXESBMV | M2 | M | $1,000,000 | 2.213348 | 51.41% | 3.20% | -0.30% | 8.89% | 4.69% |
| AXESBMV | M3 | M | $2,000,000 | 2.189006 | 51.94% | N/D | 0.26% | N/D | N/D |
| AXESCAP | B1 | F,M | $20,000,000 | 2.343326 | 38.18% | 20.39% | 5.78% | 15.96% | N/D |
| GBMCRE | BO | F,M | $10,000 | 8.357379 | 8.50% | -1.31% | -9.41% | 3.50% | 5.82% |
| NAFINDX | F1 | F | $10,000 | 57.462665 | 59.69% | -1.56% | -6.04% | 8.00% | 4.90% |
| NAFINDX | M1 | M | $10,000 | 57.518811 | 59.69% | -1.50% | -6.03% | 8.06% | 4.93% |
| SCOT-RV | L | F,M | $10,000 | 2.768712 | 63.33% | 2.80% | -4.57% | 12.14% | 6.97% |
Fondos de Renta Variable Internacional
| Fondo | Serie | Tipo * | Inversión Mínima | Precio | 28 días | 12 Meses | Año | 2017 | 2016 |
| AXESGLO | E3 | E | $2,000,000 | 2.560814 | 33.95% | N/D | N/D | N/D | N/D |
| AXESGLO | F1 | F | $100,000 | 2.541954 | 32.90% | 8.58% | -17.66% | 10.79% | 18.82% |
| AXESGLO | F2 | F | $1,000,000 | 2.585593 | 33.43% | 9.20% | -17.13% | 11.43% | 19.50% |
| AXESGLO | F3 | F | $2,000,000 | 2.631707 | 33.95% | 9.83% | -16.60% | 12.07% | 20.18% |
| AXESGLO | FF1 | FF | $10,000,000 | 2.691401 | 34.47% | 10.65% | -16.03% | 12.94% | 21.17% |
| AXESGLO | M2 | M | $1,000,000 | 2.598025 | 33.43% | 9.35% | -17.09% | 11.58% | 19.69% |
| AXESGSP | F1 | F | $100,000 | 2.355145 | 60.21% | N/D | -13.08% | N/D | N/D |
| AXESGSP | F2 | F | $1,000,000 | 2.367787 | 60.21% | N/D | -12.68% | N/D | N/D |
| AXESGSP | F3 | F | $1,500,000 | 2.362545 | 60.21% | N/D | -12.53% | N/D | N/D |
| AXESGSP | F4 | F | $15,000,000 | 2.367601 | 60.48% | N/D | -12.26% | N/D | N/D |
| AXESGSP | F5 | F | $50,000,000 | 2.3723 | 60.69% | N/D | -12.04% | N/D | N/D |
| AXESGSP | F6 | F | $250,000,000 | 2.374945 | 60.85% | N/D | -11.88% | N/D | N/D |
| AXESGSP | M1 | M | $1,500,000 | 2.375214 | 60.80% | N/D | -12.02% | N/D | N/D |
| AXESRVD | F | F | $5,000,000 | 2.3438 | 52.65% | N/D | -2.23% | N/D | N/D |
| AXESRVD | M | M | $15,000,000 | 2.349659 | 52.82% | N/D | -2.10% | N/D | N/D |
| AXESV&D | M1 | M | $1,500,000 | 2.253611 | 54.65% | N/D | -10.68% | N/D | N/D |
| GBMINT | BO | F,M | $10,000 | 7.388124 | 42.38% | 10.00% | -15.78% | 7.45% | 32.27% |
| I+GLOBV | B-1 | F,M | $100,000 | 2.758244 | 42.00% | 12.88% | -17.93% | 14.76% | 21.52% |
| I+GLOBV | B-2 | F,M | $10,000 | 2.211345 | 40.41% | 10.96% | -19.51% | 12.80% | 19.46% |
| I+GLOBV | B-E | E | $10,000 | 2.796523 | 42.33% | 13.11% | -17.84% | 15.00% | 21.84% |
| SCOTUSA | TF | F | $10,000 | 8.884235 | 49.67% | 16.35% | -13.16% | 16.77% | 16.85% |
Fondos Especiales
| Fondo | Serie | Tipo * | Inversión Mínima | Precio | 28 días | 12 Meses | Año | 2017 | 2016 |
| AXESEDM | E3 | E | $10,000,000 | 2.477763 | 12.95% | 9.15% | -23.74% | 20.03% | N/D |
| AXESEDM | F1 | F | $100,000 | 2.353834 | 11.59% | 7.45% | -24.92% | 17.95% | 4.95% |
| AXESEDM | F3 | F | $10,000,000 | 2.459898 | 12.52% | 8.86% | -23.98% | 19.71% | 6.63% |
| AXESEDM | FF1 | FF | $10,000,000 | 2.520478 | 13.47% | 9.78% | -23.22% | 20.72% | 7.50% |
| AXESEDM | M1 | M | $100,000 | 2.370184 | 12.00% | 7.71% | -24.69% | 18.22% | 5.17% |
| AXESEDM | M3 | M | $10,000,000 | 2.476229 | 12.93% | 9.12% | -23.75% | 19.98% | 6.87% |
| ACTINMO | D | F,M | $10,000 | 41.293961 | 54.35% | 3.93% | 22.58% | 3.05% | -10.85% |
* F (Personas Físicas), M (Personas Morales), E (Personas Morales Exentas), FF (Fondo de Fondos)
Simulador de Inversión
