Best Flexible funds
Ranking of the top 20 Flexible funds (Mixed) by composite score (risk-adjusted return). Updated 18/10/2026.
This page ranks 20 Flexible funds, a subcategory of Mixed, ordered by a composite score that rewards risk-adjusted return and curve stability while penalizing drawdowns. Use it to compare options within the same investment style before exploring each fund's history in the interactive view.
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 / 30.0%)3, 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 | ES0157935000 | ACACIA RENTA DINÁMICA FI | 0.645 | 0.975 | 12.87% | 4.11% | 3.82% | 0.55 | 0.51 | 6.06% | 0.68 |
| 2 | ES0157935026 | ACACIA RENTA DINAMICA FI I ACC | 0.645 | 0.975 | 12.87% | 4.11% | 3.82% | 0.55 | 0.51 | 6.06% | 0.68 |
| 3 | IE00BG800Y73 | PIMCO DYNAMIC MULTI ASSET E ACC EUR | 0.645 | 0.957 | 28.43% | 8.67% | 4.92% | 1.36 | 1.32 | 4.45% | 1.95 |
| 4 | ES0157935042 | ACACIA RENTA DINAMICA FI R ACC | 0.644 | 0.972 | 12.30% | 3.96% | 3.83% | 0.51 | 0.48 | 6.07% | 0.65 |
| 5 | ES0112340007 | AVANCE GLOBAL FI B ACC EUR | 0.640 | 0.934 | 28.40% | 8.67% | 4.55% | 1.47 | 1.51 | 6.58% | 1.32 |
| 6 | ES0182527038 | Cartesio Y, Fi | 0.634 | 0.970 | 58.59% | 16.58% | 9.08% | 1.61 | 1.49 | 10.27% | 1.61 |
| 7 | ES0116845035 | GESIURIS PATRIMONIAL FI | 0.633 | 0.959 | 24.59% | 7.59% | 6.42% | 0.87 | 0.86 | 6.36% | 1.19 |
| 8 | ES0109298002 | Annualcycles Strategies FI | 0.631 | 0.951 | 30.84% | 9.35% | 6.58% | 1.12 | 1.05 | 8.45% | 1.11 |
| 9 | ES0168798066 | GESTION BOUTIQ III EFE&ENE MOM | 0.630 | 0.928 | 37.08% | 11.08% | 6.96% | 1.31 | 1.21 | 6.45% | 1.72 |
| 10 | IE00B4Z6HC18 | BNY Mellon Global Real Return Fund (EUR) A Acc | 0.630 | 0.939 | 27.26% | 8.34% | 6.13% | 1.03 | 0.94 | 8.11% | 1.03 |
| 11 | ES0142630047 | GPM GESTION GLOBAL | 0.630 | 0.924 | 23.56% | 7.30% | 5.01% | 1.06 | 0.99 | 4.42% | 1.65 |
| 12 | LU1966822527 | CARTESIO FUNDS EQUITY R ACC E | 0.629 | 0.968 | 61.49% | 17.29% | 9.81% | 1.56 | 1.48 | 10.97% | 1.58 |
| 13 | ES0173295017 | INVERGLOBAL FI B ACC EUR | 0.629 | 0.924 | 24.54% | 8.06% | 6.18% | 0.98 | 0.95 | 7.67% | 1.05 |
| 14 | ES0131385017 | Intermoney Gestión Flexible A FI | 0.628 | 0.911 | 23.05% | 7.14% | 4.97% | 1.03 | 0.98 | 7.54% | 0.95 |
| 15 | LU1582988058 | M&G (Lux) Dynamic Allocation A EUR Acc | 0.623 | 0.933 | 26.68% | 8.18% | 7.04% | 0.88 | 0.83 | 7.67% | 1.07 |
| 16 | LU0546216713 | ADEPA FLEXIBLE EQUITIES ACC EU | 0.617 | 0.953 | 35.11% | 10.53% | 8.68% | 0.98 | 0.92 | 11.08% | 0.95 |
| 17 | LU1697018817 | BEST CARMIGNAC A ACC EUR | 0.616 | 0.877 | 29.25% | 8.91% | 6.35% | 1.09 | 1.11 | 9.31% | 0.96 |
| 18 | ES0147897005 | Impassive Wealth FI | 0.615 | 0.945 | 51.48% | 14.81% | 9.50% | 1.35 | 1.30 | 12.23% | 1.21 |
| 19 | ES0111193001 | ATTITUDE SHERPA NA AC EUR | 0.615 | 0.949 | 41.97% | 12.36% | 9.58% | 1.08 | 1.22 | 10.73% | 1.15 |
| 20 | ES0168798041 | Gestión Boutique III Meridion Patrimonio Global FI | 0.615 | 0.919 | 66.96% | 18.63% | 11.45% | 1.45 | 1.40 | 11.31% | 1.65 |
📊 Compared evolution (base 100)
❓ Frequently asked questions
How is the fund ranking calculated?
Each fund gets a composite score from 0 to 1 that combines risk-adjusted return (excess CAGR and Sortino), curve stability (R² and inverted volatility) and drawdown control (a non-linear penalty plus the Ulcer Index). Funds are then ordered by that score.
What does the score mean for Flexible funds?
A higher score means better relative behavior within the analyzed set: more stable growth and smaller drawdowns for the return achieved. It is a comparison tool, not an investment recommendation.
How often is the data updated?
The ranking is recomputed from daily NAV data each time the site is regenerated. This page was last updated on 18/10/2026.
Is this investment advice?
No. All content is educational and based on historical data. Past performance does not guarantee future results. Consult a licensed advisor before investing.