Mejores fondos de RV – Energy Sector Equity
Ranking de los 20 mejores fondos de RV – Energy Sector Equity 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 | LU2145461674 | RobecoSAM Smart Energy Equities D CHF | 0.557 | 0.626 | 108.05% | 28.34% | 22.37% | 1.18 | 1.15 | 28.77% | 0.99 |
| 2 | LU2145461914 | RobecoSAM Smart Energy Equities D USD | 0.557 | 0.626 | 108.04% | 28.33% | 22.36% | 1.18 | 1.15 | 28.77% | 0.98 |
| 3 | LU2145461757 | RobecoSAM Smart Energy Equities D EUR | 0.557 | 0.626 | 108.05% | 28.34% | 22.36% | 1.18 | 1.15 | 28.78% | 0.98 |
| 4 | LU0280435388 | Pictet-Clean Energy P EUR | 0.547 | 0.653 | 78.55% | 22.22% | 21.75% | 0.93 | 0.92 | 28.86% | 0.77 |
| 5 | LU0300741732 | Franklin Natural Resources Fund A(acc)EUR | 0.538 | 0.494 | 63.12% | 17.72% | 18.79% | 0.84 | 0.79 | 23.54% | 0.75 |
| 6 | LU0300736062 | Franklin Natural Resources Fund A(acc)USD | 0.538 | 0.492 | 62.57% | 17.58% | 18.83% | 0.83 | 0.75 | 23.37% | 0.75 |
| 7 | LU0300742037 | FRANKLIN NATURAL RES N ACC EUR | 0.528 | 0.454 | 59.39% | 16.81% | 18.72% | 0.79 | 0.75 | 23.80% | 0.71 |
| 8 | LU0671501558 | Schroder ISF Global Energy A Accumulation EUR Hedged | 0.516 | 0.380 | 78.12% | 21.04% | 20.18% | 0.94 | 0.89 | 26.84% | 0.78 |
| 9 | LU0326422176 | BlackRock Global Funds - World Energy Fund A2 EUR Hedged | 0.512 | 0.384 | 50.95% | 14.86% | 19.60% | 0.66 | 0.62 | 22.83% | 0.65 |
| 10 | LU0252964944 | BlackRock Global Funds - Sustainable Energy Fund D2 (EUR) | 0.507 | 0.430 | 46.35% | 13.67% | 17.98% | 0.65 | 0.64 | 26.66% | 0.51 |
| 11 | ES0175812009 | TRANSI ENERGETICA FI A ACC EUR | 0.505 | 0.509 | 38.66% | 7.82% | 13.53% | 0.43 | 0.49 | 25.29% | 0.31 |
| 12 | LU0367024519 | INVESCO ENERGY FUND AH ACC EUR | 0.501 | 0.430 | 28.81% | 8.89% | 16.35% | 0.42 | 0.43 | 23.06% | 0.39 |
| 13 | LU0171289902 | BlackRock Global Funds -Sustainable Energy Fund A2 EUR Acc | 0.495 | 0.387 | 43.14% | 12.83% | 17.99% | 0.60 | 0.60 | 27.11% | 0.47 |
| 14 | LU0374901568 | Schroder International Selection Fund Global Energy A Accumulation EUR | 0.494 | 0.311 | 74.18% | 20.14% | 20.51% | 0.88 | 0.81 | 27.60% | 0.73 |
| 15 | LU0124384867 | BlackRock Global Funds - Sustainable Energy Fund A2 | 0.493 | 0.386 | 42.63% | 12.69% | 18.20% | 0.59 | 0.57 | 27.16% | 0.47 |
| 16 | LU0171290074 | BlackRock Global Funds - Sustainable Energy Fund E2 (EUR) | 0.485 | 0.357 | 40.96% | 12.24% | 17.97% | 0.57 | 0.56 | 27.66% | 0.44 |
| 17 | LU0256331561 | Schroder International Selection Fund Global Energy B Accumulation USD | 0.484 | 0.276 | 70.47% | 19.29% | 20.41% | 0.85 | 0.78 | 27.83% | 0.69 |
| 18 | LU0124386052 | BlackRock BGF - Sustainable Energy Fund - E2 | 0.483 | 0.357 | 40.55% | 12.14% | 18.19% | 0.56 | 0.55 | 27.71% | 0.44 |
| 19 | IE00B3CCJB88 | Guinness Global Energy D EUR Accumulation | 0.480 | 0.265 | 56.97% | 16.60% | 19.40% | 0.75 | 0.68 | 25.54% | 0.65 |
| 20 | LU1822773807 | BlackRock Global Funds - Sustainable Energy Fund A2 EUR Hedged | 0.464 | 0.386 | 45.21% | 13.37% | 19.46% | 0.58 | 0.59 | 30.07% | 0.44 |