Best Equity funds
Ranking of the top 20 Equity funds by composite score (risk-adjusted return). Updated 30/08/2026.
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 / 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 | ES0156674006 | Kaizen Global Income FI | 0.654 | 0.932 | 15.72% | 12.64% | 5.38% | 1.98 | 2.24 | 3.35% | 3.77 |
| 2 | ES0159201013 | Magallanes Iberian Equity M FI | 0.644 | 0.970 | 97.29% | 25.36% | 10.95% | 2.13 | 2.05 | 10.37% | 2.45 |
| 3 | LU1330191898 | Magallanes V.I. UCITS Iberian Equity R | 0.644 | 0.969 | 96.59% | 25.21% | 10.92% | 2.13 | 2.05 | 10.28% | 2.45 |
| 4 | ES0148019005 | Indexa RV internacional FI | 0.642 | 0.937 | 25.86% | 19.48% | 9.86% | 1.77 | 1.75 | 6.99% | 2.79 |
| 5 | LU2972959774 | FLAB EQUITY H ACC EUR | 0.640 | 0.939 | 40.54% | 27.36% | 12.91% | 1.96 | 1.94 | 8.77% | 3.12 |
| 6 | LU0261948904 | FF IBERIA FUND A ACC EUR | 0.637 | 0.973 | 110.05% | 27.98% | 13.18% | 1.97 | 1.92 | 10.70% | 2.62 |
| 7 | ES0173367048 | Miralta Narval Europa A FI | 0.635 | 0.977 | 98.72% | 25.66% | 12.38% | 1.91 | 1.94 | 11.38% | 2.25 |
| 8 | LU0115765678 | IBERIA FUND E ACC EUR | 0.635 | 0.972 | 105.33% | 27.01% | 13.19% | 1.90 | 1.83 | 10.73% | 2.52 |
| 9 | LU0339661307 | Robeco QI European Conservative Equities D EUR | 0.634 | 0.967 | 50.52% | 14.57% | 9.08% | 1.38 | 1.29 | 9.38% | 1.55 |
| 10 | ES0110182039 | BBVA BOLSA ÍNDICE FI | 0.632 | 0.978 | 129.26% | 31.78% | 15.18% | 1.96 | 1.93 | 12.40% | 2.56 |
| 11 | ES0143562595 | GVC Gaesco Crossover - M&S Quality RVI A FI | 0.632 | 0.969 | 56.96% | 16.20% | 10.11% | 1.40 | 1.64 | 10.40% | 1.56 |
| 12 | IE00BWY56V74 | Algebris Financial Equity R EUR Acc | 0.631 | 0.975 | 120.88% | 30.16% | 12.86% | 2.19 | 2.03 | 13.88% | 2.17 |
| 13 | LU0605515377 | Fidelity Global Dividend A-Acc-EUR H | 0.630 | 0.963 | 52.23% | 14.99% | 9.64% | 1.35 | 1.27 | 10.04% | 1.49 |
| 14 | ES0165144009 | MUTUAFONDO ESPAÑA A FI | 0.630 | 0.953 | 88.28% | 23.43% | 12.18% | 1.76 | 2.01 | 11.18% | 2.10 |
| 15 | IE00BZ18VV55 | GLB INFRA INCOME FD AAC USD | 0.629 | 0.979 | 63.46% | 17.76% | 11.39% | 1.38 | 1.36 | 9.43% | 1.88 |
| 16 | LU1549401203 | GLOBAL PREMIUM EQ DH ACC EUR | 0.629 | 0.962 | 68.22% | 18.89% | 10.21% | 1.65 | 1.54 | 11.77% | 1.60 |
| 17 | IE000JMRXFF8 | WELL ENDURING ASSETS D ACC EUR | 0.628 | 0.951 | 52.10% | 14.96% | 9.95% | 1.30 | 1.24 | 7.88% | 1.90 |
| 18 | ES0146311008 | Horos Value Iberia FI | 0.628 | 0.926 | 69.10% | 19.10% | 9.78% | 1.75 | 1.71 | 9.34% | 2.05 |
| 19 | IE00BH6XSF26 | Heptagon Fund ICAV - Kopernik Global All-Cap Equity Fund AE EUR Acc | 0.627 | 0.934 | 103.70% | 26.70% | 12.14% | 2.04 | 1.90 | 11.74% | 2.27 |
| 20 | LU1033775955 | EUROPEAN EQUITIES A EUR | 0.627 | 0.965 | 69.63% | 19.22% | 11.00% | 1.56 | 1.49 | 12.54% | 1.53 |
📊 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 30/08/2026.
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.