Mejores fondos de RV – Technology
Ranking de los 20 mejores fondos de RV – Technology 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 | IE00018YKVN0 | Neuberger Berman Next Generation Space Economy Fund EUR A Accumulating Class Unhedged | 0.738 | 0.898 | 106.80% | 60.30% | 26.67% | 2.19 | 2.34 | 18.51% | 3.26 |
| 2 | LU2466448532 | Echiquier Space B | 0.730 | 0.948 | 232.39% | 49.72% | 21.43% | 2.23 | 2.38 | 19.45% | 2.56 |
| 3 | IE00BZ4D7648 | POLAR CAPITAL GLOBAL TECHNOLOGY R EUR | 0.675 | 0.864 | 262.78% | 57.09% | 26.34% | 2.09 | 1.98 | 28.91% | 1.97 |
| 4 | IE00BTN23623 | GLOBAL TECHNOLOGY R EUR HDG | 0.675 | 0.864 | 262.39% | 57.03% | 26.32% | 2.09 | 1.97 | 28.91% | 1.97 |
| 5 | IE00BM95B621 | Polar Capital Global Technology Fund R | 0.651 | 0.861 | 254.97% | 55.90% | 26.45% | 2.04 | 1.93 | 32.12% | 1.74 |
| 6 | IE00B433M743 | POLAR CAPITAL GLOBAL TECHNOLOGY R USD | 0.651 | 0.861 | 255.04% | 55.91% | 26.45% | 2.04 | 1.90 | 32.13% | 1.74 |
| 7 | IE00B4468526 | Polar GLOBAL TECHNOLOGY R EUR | 0.651 | 0.861 | 255.07% | 55.91% | 26.46% | 2.04 | 1.90 | 32.14% | 1.74 |
| 8 | IE00BMPRXN33 | Neuberger Berman 5G Connectivity Fund USD A Accumulating Class | 0.629 | 0.891 | 200.46% | 45.45% | 26.09% | 1.67 | 1.54 | 31.01% | 1.47 |
| 9 | IE00BMD7ZB71 | Neuberger Berman 5G Connectivity Fund EUR A Accumulating Class | 0.629 | 0.891 | 200.46% | 45.45% | 26.07% | 1.67 | 1.55 | 31.04% | 1.46 |
| 10 | LU0444972557 | Global Technology Class AEH (EUR Accumulation Hedged Shares) | 0.628 | 0.859 | 168.36% | 40.80% | 24.74% | 1.57 | 1.50 | 29.33% | 1.39 |
| 11 | LU1602119973 | TROWE GLB TECHN EQ AH ACC EUR | 0.618 | 0.873 | 153.65% | 36.77% | 25.55% | 1.36 | 1.31 | 28.35% | 1.30 |
| 12 | LU2809794220 | Carmignac Portfolio Tech Solutions A EUR Acc | 0.618 | 0.787 | 87.08% | 38.84% | 22.85% | 1.61 | 1.55 | 28.18% | 1.38 |
| 13 | LU2181906426 | Sycomore Sustainable Tech R EUR | 0.617 | 0.859 | 140.09% | 34.22% | 22.61% | 1.42 | 1.32 | 28.60% | 1.20 |
| 14 | LU1751454437 | WELLINGTON ASIA TECHNOLOGY D A | 0.615 | 0.862 | 127.75% | 32.60% | 22.85% | 1.34 | 1.29 | 27.91% | 1.17 |
| 15 | LU0444973449 | Threadneedle (Lux) - Global Technology Class DU (USD Accumulation Shares) | 0.596 | 0.837 | 159.00% | 39.08% | 24.99% | 1.48 | 1.39 | 32.41% | 1.21 |
| 16 | IE00BZ199N67 | BNYM MOBILITY INNOVAT H ACC EU | 0.587 | 0.686 | 64.40% | 18.95% | 17.93% | 0.94 | 0.93 | 21.24% | 0.89 |
| 17 | ES0141222036 | MUTUAFONDO TECNOLÓGICO A FI | 0.584 | 0.862 | 106.22% | 18.14% | 17.29% | 0.93 | 1.04 | 28.94% | 0.63 |
| 18 | IE00BZ199G90 | BNY Mellon Mobility Innovation Fund EUR A Acc | 0.583 | 0.695 | 61.13% | 18.12% | 16.68% | 0.97 | 0.94 | 23.60% | 0.77 |
| 19 | LU1793346823 | BlueBox Global Technology Fund Class I EUR Acc | 0.583 | 0.817 | 96.43% | 25.77% | 23.27% | 1.02 | 0.96 | 27.92% | 0.92 |
| 20 | IE00BZ199J22 | BNYM MOBILITY INNOVAT A ACC US | 0.582 | 0.695 | 60.90% | 18.06% | 17.18% | 0.93 | 0.90 | 23.43% | 0.77 |