Best Equity funds
Ranking of the top 20 Equity funds by composite score (risk-adjusted return). Updated 16/07/2026.
ℹ️ Methodology: period and indicators
All indicators are computed over the last 1.0 years (380 trading days), with daily data. The risk-free rate used is 2.0%.
Score formula (risk-adjusted return):
0.25·R² + 0.15·Sortino* + 0.2·DD* + 0.2·CAGR_excess* + 0.1·Volatility_inv* + 0.1·Ulcer_inv*
* Components normalized to the analyzed set of funds (best in set = 1, worst = 0). The drawdown term is 1 − (MaxDD / 25.0%)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 | Ret./MaxDD | Calmar |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | LU2388163516 | DIP - Paradigma Value Catalyst Equity A EUR Acc | 0.737 | 0.953 | 60.85% | 57.91% | 13.81% | 4.05 | 4.04 | 5.71% | 10.66 | 10.14 |
| 2 | LU1797817605 | M&G (Lux) Japan Smaller Companies Fund USD C-H Acc | 0.735 | 0.962 | 69.08% | 65.67% | 17.39% | 3.66 | 3.59 | 8.99% | 7.69 | 7.31 |
| 3 | LU2441282899 | Janus Henderson Horizon Biotechnology Fund A2 EUR | 0.727 | 0.847 | 87.18% | 82.68% | 22.96% | 3.51 | 3.45 | 8.28% | 10.52 | 9.98 |
| 4 | LU0444973449 | Threadneedle (Lux) - Global Technology Class DU (USD Accumulation Shares) | 0.723 | 0.897 | 94.68% | 89.71% | 27.03% | 3.24 | 2.99 | 12.12% | 7.81 | 7.40 |
| 5 | ES0168799056 | GESTION BOUTIQUE IV ALCLAM US | 0.720 | 0.913 | 90.14% | 86.06% | 29.45% | 2.85 | 2.62 | 10.93% | 8.25 | 7.87 |
| 6 | LU0931681356 | GAM Multistock - Japan Special Situations USD Bh Hedged | 0.715 | 0.966 | 54.01% | 51.45% | 16.92% | 2.92 | 2.95 | 5.27% | 10.24 | 9.75 |
| 7 | LU1598720172 | Cobas Large Cap Fund-P Acc EUR | 0.714 | 0.953 | 46.95% | 44.77% | 11.18% | 3.83 | 3.78 | 6.18% | 7.60 | 7.24 |
| 8 | IE00BF0GL329 | Polar Capital Funds PLC - Artificial Intelligence Fund I Acc | 0.713 | 0.938 | 80.10% | 76.04% | 24.11% | 3.07 | 2.92 | 11.41% | 7.02 | 6.67 |
| 9 | IE00BZ4D7648 | POLAR CAPITAL GLOBAL TECHNOLOGY R EUR | 0.711 | 0.911 | 97.59% | 92.44% | 29.97% | 3.02 | 2.71 | 13.10% | 7.45 | 7.06 |
| 10 | IE00BF0GL212 | Polar Capital Automation & Artificial Intelligence R Acc | 0.708 | 0.940 | 73.71% | 70.02% | 22.88% | 2.97 | 2.80 | 10.65% | 6.92 | 6.57 |
| 11 | LU0108459040 | EQ L BIOTECHNOLOGY C ACC USD | 0.707 | 0.831 | 76.74% | 72.88% | 21.32% | 3.32 | 3.52 | 8.73% | 8.79 | 8.35 |
| 12 | LU1997245177 | ALLIANZ CHINA A SHARES AT ACC USD | 0.706 | 0.910 | 69.42% | 66.21% | 21.90% | 2.93 | 2.96 | 8.95% | 7.76 | 7.40 |
| 13 | LU1598719752 | Cobas International Fund-P Acc EUR | 0.704 | 0.944 | 43.71% | 41.70% | 10.92% | 3.63 | 3.49 | 6.25% | 7.00 | 6.68 |
| 14 | IE00B3VXGD32 | Polar Capital Biotech R Inc | 0.703 | 0.837 | 84.80% | 80.44% | 24.99% | 3.14 | 3.55 | 10.41% | 8.15 | 7.73 |
| 15 | IE00B3XLHR60 | POLAR CAPITAL BIOTECHNOLOGY R USD | 0.703 | 0.837 | 84.79% | 80.43% | 24.99% | 3.14 | 3.48 | 10.41% | 8.14 | 7.73 |
| 16 | LU0826452848 | DWS Invest II Global Equity High Conviction Fund LC | 0.703 | 0.944 | 50.82% | 48.44% | 14.46% | 3.21 | 3.16 | 8.52% | 5.97 | 5.69 |
| 17 | LU0190161025 | Pictet-Biotech HP EUR | 0.701 | 0.815 | 77.45% | 73.54% | 22.33% | 3.20 | 3.16 | 8.18% | 9.47 | 8.99 |
| 18 | LU1372006947 | Cobas Selection Fund Class P Acc EUR | 0.700 | 0.945 | 41.73% | 39.83% | 10.75% | 3.52 | 3.32 | 6.49% | 6.43 | 6.13 |
| 19 | ES0110485010 | Tressis Cartera Eco30 R FI | 0.698 | 0.963 | 37.12% | 35.45% | 10.73% | 3.12 | 3.00 | 4.21% | 8.82 | 8.42 |
| 20 | LU0194438841 | BNP Paribas Japan Small Cap EUR | 0.697 | 0.966 | 60.92% | 57.98% | 19.39% | 2.89 | 2.77 | 11.37% | 5.36 | 5.10 |
📊 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 Equity 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 16/07/2026.
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.