Mejores fondos de RV – Equity Large Cap
Ranking de los 20 mejores fondos de RV – Equity Large Cap 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 | 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 | LU2972959774 | FLAB EQUITY H ACC EUR | 0.730 | 0.900 | 35.33% | 30.43% | 13.19% | 2.16 | 2.15 | 8.77% | 3.47 |
| 3 | ES0173367048 | Miralta Narval Europa A FI | 0.722 | 0.976 | 102.03% | 25.95% | 12.36% | 1.94 | 1.95 | 11.38% | 2.28 |
| 4 | ES0110182039 | BBVA BOLSA ÍNDICE FI | 0.719 | 0.969 | 118.78% | 29.46% | 15.02% | 1.83 | 1.79 | 12.40% | 2.38 |
| 5 | LU0261948904 | FF IBERIA FUND A ACC EUR | 0.718 | 0.971 | 100.34% | 25.28% | 12.84% | 1.81 | 1.77 | 10.70% | 2.36 |
| 6 | LU0115765678 | IBERIA FUND E ACC EUR | 0.713 | 0.969 | 95.83% | 24.35% | 12.85% | 1.74 | 1.68 | 10.73% | 2.27 |
| 7 | LU1033775955 | EUROPEAN EQUITIES A EUR | 0.705 | 0.965 | 74.45% | 20.62% | 11.26% | 1.65 | 1.55 | 12.54% | 1.64 |
| 8 | LU0210531983 | JPMorgan Funds - Europe Strategic Value Fund A (acc) - EUR | 0.699 | 0.970 | 82.13% | 21.96% | 12.59% | 1.59 | 1.47 | 14.54% | 1.51 |
| 9 | LU1670707527 | M&G (Lux) European Strategic Value Fund A EUR Acc | 0.697 | 0.969 | 78.80% | 21.82% | 12.88% | 1.54 | 1.44 | 14.40% | 1.51 |
| 10 | LU1549401203 | GLOBAL PREMIUM EQ DH ACC EUR | 0.696 | 0.959 | 60.86% | 17.62% | 10.41% | 1.50 | 1.39 | 11.77% | 1.50 |
| 11 | IE000267N380 | ODEY EUROPEAN FOCUS A DIS EUR | 0.694 | 0.918 | 88.46% | 24.09% | 12.57% | 1.76 | 1.56 | 15.46% | 1.56 |
| 12 | IE0031574647 | BRANDES EUROPEAN VALUE FUND A ACC EUR | 0.692 | 0.961 | 73.38% | 20.61% | 11.84% | 1.57 | 1.54 | 15.69% | 1.31 |
| 13 | IE000GBN91O8 | ODEY EUROPEAN FOCUS R ACC EUR | 0.689 | 0.925 | 79.65% | 22.08% | 12.31% | 1.63 | 1.44 | 15.39% | 1.43 |
| 14 | ES0111171106 | Atl Capital Best Managers Renta Variable FI | 0.689 | 0.956 | 89.60% | 18.12% | 11.44% | 1.41 | 1.52 | 14.01% | 1.29 |
| 15 | LU0289214628 | JPMorgan Funds - Europe Equity Plus Fund D (perf) (acc) - EUR | 0.688 | 0.967 | 72.38% | 19.76% | 13.05% | 1.36 | 1.29 | 14.78% | 1.34 |
| 16 | LU0203975437 | Robeco BP Global Premium Eq D Acc Eur | 0.688 | 0.960 | 57.06% | 16.67% | 10.44% | 1.41 | 1.28 | 13.70% | 1.22 |
| 17 | LU0951559797 | Robeco BP Global Premium Equities D USD | 0.688 | 0.960 | 57.02% | 16.66% | 10.44% | 1.40 | 1.28 | 13.70% | 1.22 |
| 18 | ES0110407105 | Gestión Boutique VI Gestivalue Cap A FI | 0.687 | 0.945 | 47.55% | 13.73% | 8.61% | 1.36 | 1.28 | 12.04% | 1.14 |
| 19 | IE00BYXWTQ92 | EUROPEAN VALUE FUND A ACC EUR | 0.684 | 0.953 | 65.69% | 18.76% | 11.85% | 1.41 | 1.39 | 15.67% | 1.20 |
| 20 | LU0234681749 | Goldman Sachs Europe CORE Equity Portfolio Base Acc EUR | 0.683 | 0.952 | 67.30% | 19.68% | 13.21% | 1.34 | 1.26 | 14.89% | 1.32 |