Best MIXED funds
Ranking of the top 20 MIXED funds by composite score (risk-adjusted return). Updated 02/06/2026.
ℹ️ Methodology: period and indicators
All indicators are computed over the last 3 years of prices, with daily data. The risk-free rate used is 2.0%.
Score formula (risk-adjusted return):
0.15·R² + 0.15·Sortino* + 0.2·DD* + 0.2·CAGR_excess* + 0.1·Volatility_inv* + 0.2·Ulcer_inv*
* Components normalized to the analyzed set of funds (best in set = 1, worst = 0). The drawdown term is 1 − (MaxDD / 50.0%)2, clamped to [0,1]. Volatility and Ulcer are inverted (less = better).
A higher score means better relative behavior within the analyzed set, not an investment recommendation.
🏆 Ranking
| # | ISIN | Name | Score | R² | Total Ret. | Annual Ret. | Volatility | Sharpe | Sortino | Max Drawdown | Calmar |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | ES0140794001 | Gamma Global FI | 0.733 | 0.989 | 29.29% | 8.61% | 2.46% | 2.68 | 2.64 | 2.71% | 3.18 |
| 2 | ES0119207001 | COBAS RENTA FI | 0.723 | 0.956 | 29.18% | 9.02% | 2.80% | 2.51 | 2.29 | 3.65% | 2.47 |
| 3 | LU2794620331 | Assenagon MultiAsset Balanced (P2) | 0.711 | 0.963 | 44.74% | 13.82% | 6.30% | 1.88 | 1.69 | 8.50% | 1.63 |
| 4 | IE00BG800Y73 | PIMCO STRATEGIC INCOME E EURH | 0.706 | 0.964 | 30.36% | 9.33% | 4.95% | 1.48 | 1.44 | 4.76% | 1.96 |
| 5 | ES0182527038 | Cartesio Y, Fi | 0.703 | 0.957 | 59.59% | 16.69% | 9.27% | 1.59 | 1.48 | 10.27% | 1.63 |
| 6 | LU1966822527 | CARTESIO FUNDS EQUITY R ACC E | 0.701 | 0.953 | 62.57% | 17.76% | 10.06% | 1.57 | 1.50 | 10.97% | 1.62 |
| 7 | ES0105243002 | Acacia Bonomix Plata FI | 0.701 | 0.962 | 21.72% | 6.66% | 3.69% | 1.26 | 1.25 | 4.55% | 1.46 |
| 8 | ES0142630013 | GPM MIXTO INTERNACIONAL | 0.700 | 0.947 | 31.03% | 9.32% | 5.43% | 1.35 | 1.34 | 5.25% | 1.77 |
| 9 | ES0164282008 | Momento/Europa FI | 0.697 | 0.956 | 37.05% | 10.92% | 7.09% | 1.26 | 1.20 | 6.48% | 1.69 |
| 10 | FR0010135103 | Carmignac Patrimoine A EUR Acc | 0.697 | 0.952 | 29.29% | 9.07% | 5.79% | 1.22 | 1.22 | 5.40% | 1.68 |
| 11 | LU1127386651 | ALL MRKT INCOM PORT A ACC EURH | 0.694 | 0.937 | 34.98% | 10.91% | 6.62% | 1.35 | 1.33 | 8.27% | 1.32 |
| 12 | LU0633142186 | AB EM MKTS MULTAST A ACC EURH | 0.694 | 0.928 | 76.85% | 21.75% | 13.04% | 1.51 | 1.54 | 11.77% | 1.85 |
| 13 | FR0010306142 | Carmignac Patrimoine E EUR acc | 0.693 | 0.946 | 27.73% | 8.62% | 5.84% | 1.13 | 1.13 | 5.48% | 1.57 |
| 14 | ES0156572002 | MyInvestor Cartera Permanente | 0.692 | 0.956 | 32.61% | 9.77% | 6.84% | 1.14 | 1.14 | 6.27% | 1.56 |
| 15 | ES0140072028 | Abaco Renta Fija Mixta Global C FI | 0.690 | 0.918 | 18.16% | 5.50% | 3.46% | 1.01 | 1.00 | 4.28% | 1.28 |
| 16 | ES0168798066 | GESTION BOUTIQ III EFE&ENE MOM | 0.689 | 0.908 | 34.99% | 10.42% | 6.59% | 1.28 | 1.20 | 6.14% | 1.70 |
| 17 | LU0546216713 | ADEPA FLEXIBLE EQUITIES ACC EU | 0.687 | 0.950 | 40.64% | 12.18% | 8.37% | 1.22 | 1.14 | 11.08% | 1.10 |
| 18 | ES0173295017 | INVERGLOBAL FI B ACC EUR | 0.686 | 0.892 | 26.07% | 9.23% | 5.91% | 1.22 | 1.19 | 7.67% | 1.20 |
| 19 | IE00B4Z6HC18 | BNY Mellon Global Real Return Fund (EUR) A Acc | 0.684 | 0.932 | 26.31% | 8.18% | 6.08% | 1.02 | 0.93 | 8.11% | 1.01 |
| 20 | ES0147897005 | Impassive Wealth FI | 0.683 | 0.941 | 47.41% | 13.67% | 9.18% | 1.27 | 1.21 | 12.23% | 1.12 |