Mejores fondos de EQUITIES
Ranking de los 20 mejores fondos de EQUITIES por score compuesto (rentabilidad ajustada al riesgo). Actualizado a 02/06/2026.
ℹ️ Metodología: periodo e indicadores
Todos los indicadores se calculan sobre los últimos 3 años de cotización, con datos diarios. La tasa libre de riesgo usada es 2.0%.
Fórmula del score (rentabilidad ajustada al riesgo):
0.15·R² + 0.15·Sortino* + 0.2·DD* + 0.2·CAGR_exceso* + 0.1·Volatilidad_inv* + 0.2·Ulcer_inv*
* Componentes normalizados al lote de fondos analizados (el mejor del lote = 1, el peor = 0). El término de drawdown es 1 − (MaxDD / 50.0%)2, acotado a [0,1]. Volatilidad y Ulcer entran invertidos (menos = mejor).
Un score más alto indica mejor comportamiento relativo dentro del conjunto analizado, no una recomendación de inversión.
🏆 Ranking
| # | ISIN | Nombre | Score | R² | Rent.Total | Rent.Anual | Volatilidad | Sharpe | Sortino | Max Drawdown | Calmar |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | LU0840526551 | Lemanik SICAV - High Growth Capitalisation Institutional EUR | 0.746 | 0.974 | 169.69% | 39.56% | 15.07% | 2.49 | 2.37 | 16.17% | 2.45 |
| 2 | IE00018YKVN0 | Neuberger Berman Next Generation Space Economy Fund EUR A Accumulating Class Unhedged | 0.738 | 0.898 | 106.80% | 60.30% | 26.67% | 2.19 | 2.34 | 18.51% | 3.26 |
| 3 | LU1330191898 | Magallanes V.I. UCITS Iberian Equity R | 0.732 | 0.948 | 99.87% | 26.52% | 10.74% | 2.28 | 2.19 | 10.28% | 2.58 |
| 4 | LU2972959774 | FLAB EQUITY H ACC EUR | 0.731 | 0.900 | 35.33% | 30.43% | 13.19% | 2.16 | 2.15 | 8.77% | 3.47 |
| 5 | LU2466448532 | Echiquier Space B | 0.730 | 0.948 | 232.39% | 49.72% | 21.43% | 2.23 | 2.38 | 19.45% | 2.56 |
| 6 | ES0159201013 | Magallanes Iberian Equity M FI | 0.730 | 0.950 | 100.71% | 25.68% | 10.59% | 2.24 | 2.14 | 10.37% | 2.48 |
| 7 | IE00BWY56V74 | Algebris Financial Equity R EUR Acc | 0.727 | 0.977 | 114.28% | 29.63% | 13.07% | 2.11 | 1.95 | 13.88% | 2.14 |
| 8 | ES0173367048 | Miralta Narval Europa A FI | 0.723 | 0.976 | 102.03% | 25.95% | 12.36% | 1.94 | 1.95 | 11.38% | 2.28 |
| 9 | ES0175224031 | SANTANDER SMALL CAPS ESPAÑA FI | 0.722 | 0.941 | 137.55% | 33.48% | 15.07% | 2.09 | 1.98 | 14.34% | 2.33 |
| 10 | ES0167211038 | Okavango Delta A FI | 0.722 | 0.966 | 135.86% | 32.28% | 15.10% | 2.00 | 1.92 | 14.74% | 2.19 |
| 11 | ES0167211004 | ABANTE OKAVANGO DELTA I FI | 0.722 | 0.966 | 136.01% | 32.30% | 15.14% | 2.00 | 1.92 | 14.88% | 2.17 |
| 12 | ES0110182039 | BBVA BOLSA ÍNDICE FI | 0.720 | 0.969 | 118.78% | 29.46% | 15.02% | 1.83 | 1.79 | 12.40% | 2.38 |
| 13 | LU0261948904 | FF IBERIA FUND A ACC EUR | 0.719 | 0.971 | 100.34% | 25.28% | 12.84% | 1.81 | 1.77 | 10.70% | 2.36 |
| 14 | LU0145471693 | GIS CENTRAL EASTERN EUROPEAN EQ DX EUR | 0.718 | 0.952 | 119.58% | 30.34% | 15.08% | 1.88 | 1.90 | 12.96% | 2.34 |
| 15 | LU0300834669 | Alken Fund - Small Cap Europe Class R | 0.717 | 0.920 | 136.79% | 33.59% | 15.80% | 2.00 | 1.95 | 12.96% | 2.59 |
| 16 | LU0524465548 | Alken Fund - Small Cap Europe Class A | 0.716 | 0.919 | 135.83% | 33.41% | 15.85% | 1.98 | 1.94 | 12.96% | 2.58 |
| 17 | LU0169248142 | GIS CENTRAL EASTERN EUROPEAN EQ EX EUR | 0.715 | 0.950 | 116.33% | 29.69% | 15.08% | 1.84 | 1.86 | 12.98% | 2.29 |
| 18 | LU0115765678 | IBERIA FUND E ACC EUR | 0.714 | 0.969 | 95.83% | 24.35% | 12.85% | 1.74 | 1.68 | 10.73% | 2.27 |
| 19 | IE00BH6XSF26 | Heptagon Fund ICAV - Kopernik Global All-Cap Equity Fund AE EUR Acc | 0.714 | 0.920 | 96.23% | 25.57% | 11.93% | 1.98 | 1.84 | 11.74% | 2.18 |
| 20 | LU1372006947 | Cobas Selection Fund Class P Acc EUR | 0.708 | 0.936 | 105.31% | 27.42% | 12.67% | 2.01 | 1.79 | 15.71% | 1.75 |