Mejores fondos de Mixto – Flexible Allocation
Ranking de los 20 mejores fondos de Mixto – Flexible Allocation por score compuesto (rentabilidad ajustada al riesgo). Actualizado a 31/05/2026.
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 | ES0182527038 | Cartesio Y, Fi | 0.702 | 0.957 | 59.59% | 16.69% | 9.27% | 1.59 | 1.48 | 10.27% | 1.63 |
| 2 | LU1966822527 | CARTESIO FUNDS EQUITY R ACC E | 0.700 | 0.953 | 62.57% | 17.76% | 10.06% | 1.57 | 1.50 | 10.97% | 1.62 |
| 3 | ES0168798066 | GESTION BOUTIQ III EFE&ENE MOM | 0.688 | 0.909 | 35.07% | 10.47% | 6.60% | 1.28 | 1.21 | 6.14% | 1.71 |
| 4 | LU0546216713 | ADEPA FLEXIBLE EQUITIES ACC EU | 0.685 | 0.951 | 39.90% | 11.99% | 8.37% | 1.19 | 1.12 | 11.08% | 1.08 |
| 5 | ES0173295017 | INVERGLOBAL FI B ACC EUR | 0.684 | 0.891 | 25.94% | 9.20% | 5.91% | 1.22 | 1.18 | 7.67% | 1.20 |
| 6 | IE00B4Z6HC18 | BNY Mellon Global Real Return Fund (EUR) A Acc | 0.683 | 0.932 | 26.31% | 8.18% | 6.08% | 1.02 | 0.93 | 8.11% | 1.01 |
| 7 | ES0147897005 | Impassive Wealth FI | 0.682 | 0.941 | 47.41% | 13.67% | 9.18% | 1.27 | 1.21 | 12.23% | 1.12 |
| 8 | ES0107696066 | Alcalá Multigestión Cornamusa FI | 0.679 | 0.891 | 65.45% | 18.07% | 10.98% | 1.46 | 1.41 | 13.49% | 1.34 |
| 9 | ES0112231016 | Avantage Fund B FI | 0.679 | 0.955 | 45.95% | 13.23% | 9.32% | 1.20 | 1.19 | 14.13% | 0.94 |
| 10 | LU0864714000 | MAINFIRST ABS RET MASS A AC EU | 0.675 | 0.927 | 39.09% | 11.79% | 8.80% | 1.11 | 1.05 | 10.38% | 1.14 |
| 11 | LU1582988058 | M&G (Lux) Dynamic Allocation A EUR Acc | 0.674 | 0.917 | 26.56% | 8.33% | 7.20% | 0.88 | 0.82 | 7.67% | 1.09 |
| 12 | ES0111193001 | ATTITUDE SHERPA NA AC EUR | 0.673 | 0.933 | 44.24% | 9.04% | 7.97% | 0.88 | 0.99 | 10.73% | 0.84 |
| 13 | LU0107768052 | Schroder International Selection Fund Inflation Plus A Accumulation EUR | 0.651 | 0.691 | 32.62% | 9.75% | 5.97% | 1.30 | 1.19 | 6.31% | 1.55 |
| 14 | LU1453542851 | VALUE TREE DYNAMIC CAP EUR | 0.647 | 0.840 | 40.94% | 12.26% | 9.98% | 1.03 | 0.99 | 14.99% | 0.82 |
| 15 | ES0174115057 | Cinvest Tercio Capital B FI | 0.643 | 0.819 | 110.32% | 27.83% | 15.88% | 1.63 | 1.60 | 24.12% | 1.15 |
| 16 | ES0110407139 | ESFERA I / KALDI, FI | 0.642 | 0.827 | 28.64% | 8.59% | 8.68% | 0.76 | 0.76 | 13.43% | 0.64 |
| 17 | LU0432616737 | BALANCED RISK ALLOC A ACC EUR | 0.633 | 0.665 | 27.87% | 8.62% | 7.45% | 0.89 | 0.88 | 8.87% | 0.97 |
| 18 | ES0140074032 | Abaco Global Value Opportunities C FI | 0.625 | 0.767 | 32.91% | 9.56% | 9.73% | 0.78 | 0.76 | 14.90% | 0.64 |
| 19 | ES0173323009 | RENTA 4 WERTEFINDER, FI | 0.617 | 0.728 | 19.76% | 6.10% | 8.47% | 0.48 | 0.47 | 13.62% | 0.45 |
| 20 | ES0173311103 | Renta 4 Multigestión Numantia Patrimonio Global FI | 0.613 | 0.891 | 77.15% | 15.00% | 14.75% | 0.88 | 0.99 | 23.79% | 0.63 |