INVEX Controladora S.A.B. de C.V Strategic Asset Allocation Index
INVEX Controladora S.A.B. de C.V strategic asset allocation index. INVEX Controladora S.A.B. de C.V (INVEXA) has a Strategic Asset Allocation Index of 759.1% as of June 2026. Strategic assets (PP&E of MX$- plus long-term investments of MX$163.33 Billion) total MX$163.33 Billion, measured against net assets of MX$21.52 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See net asset quality index of INVEX Controladora S.A.B. de C.V to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of INVEX Controladora S.A.B. de C.V (2000–2025)
Strategic asset allocation index of INVEX Controladora S.A.B. de C.V from 2000 to 2025. This chart shows how INVEX Controladora S.A.B. de C.V's Strategic Asset Allocation Index has evolved across 26 annual periods from 2000 to 2025. As of June 2026, the index stands at 759.1%, representing strategic assets of MX$163.33 Billion against net assets of MX$21.52 Billion MXN. Check INVEXA tangible net assets ratio to evaluate the tangible quality of the company's equity base.
INVEX Controladora S.A.B. de C.V Strategic Asset Allocation Index by Year (2000–2025)
INVEX Controladora S.A.B. de C.V strategic asset allocation index by year from 2000 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for INVEX Controladora S.A.B. de C.V from 2000 to 2025, covering 26 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. For live market cap and overall valuation, see INVEXA company net worth.
| Year | SAAI | Strategic Assets (MXN) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 149.2% | MX$28.04 Billion | MX$- | MX$28.04 Billion | MX$18.79 Billion | ▲ +25.5 pp |
| 2024 | 123.7% | MX$18.97 Billion | MX$- | MX$18.97 Billion | MX$15.33 Billion | ▼ -9.0 pp |
| 2023 | 132.7% | MX$17.57 Billion | MX$- | MX$17.57 Billion | MX$13.24 Billion | ▼ -773.3 pp |
| 2022 | 905.9% | MX$112.65 Billion | MX$557.14 Million | MX$112.09 Billion | MX$12.44 Billion | ▼ -214.8 pp |
| 2021 | 1120.8% | MX$128.55 Billion | MX$520.00 Million | MX$128.03 Billion | MX$11.47 Billion | ▲ +186.4 pp |
| 2020 | 934.4% | MX$94.76 Billion | MX$621.00 Million | MX$94.14 Billion | MX$10.14 Billion | ▲ +252.5 pp |
| 2019 | 681.9% | MX$65.79 Billion | MX$603.00 Million | MX$65.19 Billion | MX$9.65 Billion | ▼ -211.0 pp |
| 2018 | 892.9% | MX$79.07 Billion | MX$686.00 Million | MX$78.39 Billion | MX$8.86 Billion | ▼ -158.1 pp |
| 2017 | 1051.0% | MX$72.87 Billion | MX$816.00 Million | MX$72.06 Billion | MX$6.93 Billion | ▼ -154.5 pp |
| 2016 | 1205.4% | MX$67.53 Billion | MX$558.00 Million | MX$66.97 Billion | MX$5.60 Billion | ▼ -473.6 pp |
| 2015 | 1679.0% | MX$84.07 Billion | MX$381.00 Million | MX$83.69 Billion | MX$5.01 Billion | ▲ +364.1 pp |
| 2014 | 1315.0% | MX$60.70 Billion | MX$266.00 Million | MX$60.43 Billion | MX$4.62 Billion | ▲ +4.5 pp |
| 2013 | 1310.4% | MX$56.32 Billion | MX$150.00 Million | MX$56.17 Billion | MX$4.30 Billion | ▲ +1306.8 pp |
| 2012 | 3.6% | MX$146.00 Million | MX$146.00 Million | MX$- | MX$4.03 Billion | ▼ -0.5 pp |
| 2011 | 4.1% | MX$151.00 Million | MX$151.00 Million | MX$- | MX$3.64 Billion | ▼ -0.7 pp |
| 2010 | 4.8% | MX$162.00 Million | MX$162.00 Million | MX$- | MX$3.37 Billion | ▼ -2.9 pp |
| 2009 | 7.7% | MX$220.00 Million | MX$220.00 Million | MX$- | MX$2.86 Billion | ▲ +0.3 pp |
| 2008 | 7.4% | MX$191.00 Million | MX$191.00 Million | MX$- | MX$2.59 Billion | ▼ -5.3 pp |
| 2007 | 12.6% | MX$302.00 Million | MX$302.00 Million | MX$- | MX$2.39 Billion | ▲ +1.3 pp |
| 2006 | 11.4% | MX$306.00 Million | MX$306.00 Million | MX$- | MX$2.69 Billion | ▼ -1.4 pp |
| 2005 | 12.8% | MX$269.00 Million | MX$269.00 Million | MX$- | MX$2.10 Billion | ▲ +0.2 pp |
| 2004 | 12.6% | MX$245.64 Million | MX$245.64 Million | MX$- | MX$1.94 Billion | ▲ +6.9 pp |
| 2003 | 5.7% | MX$95.02 Million | MX$95.02 Million | MX$- | MX$1.66 Billion | ▼ -0.8 pp |
| 2002 | 6.5% | MX$94.78 Million | MX$94.78 Million | MX$- | MX$1.46 Billion | ▼ -0.7 pp |
| 2001 | 7.2% | MX$96.10 Million | MX$96.10 Million | MX$- | MX$1.34 Billion | ▼ -1.2 pp |
| 2000 | 8.3% | MX$102.39 Million | MX$102.39 Million | MX$- | MX$1.23 Billion | — |