Mejores fondos de Mixto – Miscellaneous
Ranking de los 16 mejores fondos de Mixto – Miscellaneous 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 | ES0140794001 | Gamma Global FI | 0.732 | 0.989 | 29.29% | 8.61% | 2.46% | 2.68 | 2.64 | 2.71% | 3.18 |
| 2 | ES0119207001 | COBAS RENTA FI | 0.722 | 0.956 | 29.18% | 9.02% | 2.80% | 2.51 | 2.29 | 3.65% | 2.47 |
| 3 | IE00BG800Y73 | PIMCO STRATEGIC INCOME E EURH | 0.704 | 0.964 | 30.36% | 9.33% | 4.95% | 1.48 | 1.44 | 4.76% | 1.96 |
| 4 | ES0105243002 | Acacia Bonomix Plata FI | 0.698 | 0.962 | 21.40% | 6.59% | 3.69% | 1.24 | 1.23 | 4.55% | 1.45 |
| 5 | LU0633142186 | AB EM MKTS MULTAST A ACC EURH | 0.693 | 0.928 | 76.85% | 21.75% | 13.04% | 1.51 | 1.54 | 11.77% | 1.85 |
| 6 | ES0156572002 | MyInvestor Cartera Permanente | 0.691 | 0.956 | 32.61% | 9.77% | 6.84% | 1.14 | 1.14 | 6.27% | 1.56 |
| 7 | ES0140072028 | Abaco Renta Fija Mixta Global C FI | 0.688 | 0.918 | 18.16% | 5.50% | 3.46% | 1.01 | 1.00 | 4.28% | 1.28 |
| 8 | LU0633140644 | AB EM MKTS MULTAST A ACC EUR | 0.679 | 0.909 | 73.68% | 20.99% | 12.77% | 1.49 | 1.48 | 15.40% | 1.36 |
| 9 | LU0433182416 | FIRST EAGLE AMUNDI AHE ACC EUR | 0.678 | 0.918 | 46.73% | 13.79% | 9.63% | 1.22 | 1.18 | 10.42% | 1.32 |
| 10 | ES0138930005 | Fonvalcem B FI | 0.669 | 0.927 | 51.27% | 14.67% | 9.31% | 1.36 | 1.24 | 16.15% | 0.91 |
| 11 | ES0183798000 | Brightgate-Iapetus Equity A FI | 0.655 | 0.868 | 56.75% | 11.57% | 9.40% | 1.02 | 1.19 | 14.32% | 0.81 |
| 12 | LU1453543073 | VALUE TREE EUROPEAN EQUITIES | 0.644 | 0.849 | 40.50% | 12.14% | 11.66% | 0.87 | 0.77 | 14.79% | 0.82 |
| 13 | LU0592699093 | Carmignac Portfolio Emerging Patrimoine A EUR acc | 0.642 | 0.699 | 29.33% | 9.08% | 7.64% | 0.93 | 0.93 | 7.81% | 1.16 |
| 14 | ES0105234001 | Bowcapital Global Fund FI | 0.619 | 0.785 | 15.89% | 4.96% | 9.88% | 0.30 | 0.30 | 11.50% | 0.43 |
| 15 | LU2075344551 | DIP Lift Income R1 EUR Acc | 0.618 | 0.619 | 8.62% | 2.83% | 3.83% | 0.22 | 0.21 | 7.17% | 0.39 |
| 16 | ES0131445027 | Gestión Boutique VIII River Global FI | 0.598 | 0.852 | 57.47% | 16.22% | 15.42% | 0.92 | 0.95 | 24.74% | 0.66 |