Mejores fondos de Mixto – Moderate
Ranking de los 18 mejores fondos de Mixto – Moderate 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 | LU2794620331 | Assenagon MultiAsset Balanced (P2) | 0.709 | 0.963 | 44.09% | 13.68% | 6.30% | 1.85 | 1.67 | 8.50% | 1.61 |
| 2 | ES0142630013 | GPM MIXTO INTERNACIONAL | 0.699 | 0.947 | 31.10% | 9.37% | 5.44% | 1.36 | 1.35 | 5.25% | 1.78 |
| 3 | ES0164282008 | Momento/Europa FI | 0.695 | 0.956 | 37.05% | 10.92% | 7.09% | 1.26 | 1.20 | 6.48% | 1.69 |
| 4 | FR0010135103 | Carmignac Patrimoine A EUR Acc | 0.695 | 0.952 | 29.29% | 9.07% | 5.79% | 1.22 | 1.22 | 5.40% | 1.68 |
| 5 | LU1127386651 | ALL MRKT INCOM PORT A ACC EURH | 0.693 | 0.937 | 34.98% | 10.91% | 6.62% | 1.35 | 1.33 | 8.27% | 1.32 |
| 6 | FR0010306142 | Carmignac Patrimoine E EUR acc | 0.692 | 0.946 | 27.73% | 8.62% | 5.84% | 1.13 | 1.13 | 5.48% | 1.57 |
| 7 | LU0740858229 | JPMorgan Investment Funds - Global Income Fund A (acc) - EUR | 0.680 | 0.924 | 28.47% | 8.86% | 6.74% | 1.02 | 0.94 | 8.75% | 1.01 |
| 8 | ES0182105033 | MERCH UNIVERSAL FI | 0.675 | 0.927 | 44.65% | 12.97% | 9.00% | 1.22 | 1.22 | 13.03% | 1.00 |
| 9 | LU1159839387 | PRISMA 60 | 0.672 | 0.923 | 43.34% | 12.88% | 9.64% | 1.13 | 1.15 | 13.09% | 0.98 |
| 10 | LU2222028172 | MERCH UNIVERSAL A ACC EUR | 0.667 | 0.909 | 40.42% | 12.12% | 9.14% | 1.11 | 1.10 | 13.24% | 0.92 |
| 11 | LU0093503497 | BGF ESG MASSET A2 ACC EUR | 0.655 | 0.858 | 27.99% | 8.66% | 8.21% | 0.81 | 0.79 | 11.48% | 0.75 |
| 12 | ES0139146015 | Finaccess Estrategia Dividendo Mixto R FI | 0.653 | 0.849 | 24.54% | 7.41% | 7.64% | 0.71 | 0.63 | 8.66% | 0.85 |
| 13 | LU0093503737 | BGF ESG MASSET E2 ACC EUR | 0.650 | 0.841 | 26.10% | 8.12% | 8.19% | 0.75 | 0.72 | 11.63% | 0.70 |
| 14 | ES0142630096 | GPM Gestión Activa Asignación Táctica FI | 0.648 | 0.858 | 32.75% | 9.82% | 8.96% | 0.87 | 0.85 | 13.35% | 0.74 |
| 15 | ES0167937004 | Varianza Altum Faith-consistent FI | 0.642 | 0.708 | 17.42% | 7.44% | 6.35% | 0.86 | 0.80 | 8.29% | 0.90 |
| 16 | LU1163533422 | Carmignac Portfolio Patrimoine A EUR Minc | 0.637 | 0.775 | 10.83% | 3.54% | 5.98% | 0.26 | 0.25 | 6.03% | 0.59 |
| 17 | LU0395794307 | JPMorgan Investment Funds - Global Income Fund A (div) - EUR | 0.601 | 0.622 | 10.48% | 3.43% | 7.17% | 0.20 | 0.18 | 10.83% | 0.32 |
| 18 | LU0404220724 | JPMorgan Global Income D (div) EUR | 0.590 | 0.560 | 9.32% | 3.07% | 7.17% | 0.15 | 0.13 | 11.00% | 0.28 |