Fondos Alternativos - Comparación de fondos

Rentabilidad acumulada


Pictet Atlas	5.48%	3.25%	4.79%
Jupiter Merian Global Equity Absolute Return Fund	10.64%	5.12%	9.48%
MyInvestor Cartera Permanente	5.22%	6.99%	4.38%
Global Allocation FI	17.27%	20.06%	14.05%
Dunas Valor Prudente	3.17%	0.61%	2.77%
Helium Selection	9.10%	2.82%	8.11%


Pictet Atlas	27.48%	28.05%	2.07%	22.31%	100.00%	65
Jupiter Merian Global Equity Absolute Return Fund	68.60%	69.85%	2.87%	62.95%	100.00%	65
MyInvestor Cartera Permanente	26.58%	26.54%	1.36%	23.44%	100.00%	65
Global Allocation FI	123.43%	124.52%	8.09%	110.33%	100.00%	65
Dunas Valor Prudente	17.24%	17.25%	0.11%	16.99%	100.00%	65
Helium Selection	58.46%	58.65%	0.86%	56.28%	100.00%	65

Basada en retornos diarios · 1324 observaciones solapadas

	Pictet Atlas	Jupiter Merian Global Equity Absolute Return Fund	MyInvestor Cartera Permanente	Global Allocation FI	Dunas Valor Prudente	Helium Selection
Pictet Atlas	1.00	0.09	0.32	0.06	0.03	0.16	0.09	0.13
Jupiter Merian Global Equity Absolute Return Fund	0.09	1.00	0.03	0.04	0.00	0.01	0.03	0.04
MyInvestor Cartera Permanente	0.32	0.03	1.00	0.04	0.28	0.22	0.22	0.18
Global Allocation FI	0.06	0.04	0.04	1.00	0.21	0.09	0.06	0.09
Dunas Valor Prudente	0.03	0.00	0.28	0.21	1.00	0.21	0.21	0.15
Helium Selection	0.16	0.01	0.22	0.09	0.21	1.00	0.16	0.14


Pictet Atlas	-5.22%	-5.65%	-5.22%	-1.59	2.94
Jupiter Merian Global Equity Absolute Return Fund	2.96%	2.72%	2.96%	0.35	-0.21
MyInvestor Cartera Permanente	-11.65%	-12.48%	-11.65%	-1.85	3.84
Global Allocation FI	-8.57%	-8.67%	-8.57%	1.57	1.86
Dunas Valor Prudente	0.22%	0.18%	0.22%	0.17	-2.38
Helium Selection	3.26%	3.25%	3.26%	0.85	-0.06


Pictet Atlas	-6.38%	-6.38%	-1.44%	-1.04%	473 días	53 días	87.20%
Jupiter Merian Global Equity Absolute Return Fund	-6.16%	-4.59%	-1.49%	-1.07%	63 días	21 días	79.75%
MyInvestor Cartera Permanente	-15.13%	-15.13%	-3.11%	-2.05%	345 días	53 días	92.86%
Global Allocation FI	-18.26%	-17.10%	-5.35%	-3.23%	—	15 días	94.30%
Dunas Valor Prudente	-0.86%	-0.86%	-0.75%	-0.75%	63 días	59 días	52.27%
Helium Selection	-3.57%	-3.57%	-1.24%	-0.87%	66 días	24 días	64.12%

Pictet Atlas

Peores caídas

Jupiter Merian Global Equity Absolute Return Fund

Peores caídas

MyInvestor Cartera Permanente

Peores caídas

Global Allocation FI

Peores caídas

Dunas Valor Prudente

Peores caídas

Periodo	Caída	Recup.
#1 · ene 2022 → oct 2022	-0.86%	63 días
#2 · feb 2026 → mar 2026	-0.64%	54 días

Helium Selection

Peores caídas


Pictet Atlas	1.68	2.48	0.75	1.35
Jupiter Merian Global Equity Absolute Return Fund	2.08	3.17	1.54	1.42
MyInvestor Cartera Permanente	0.75	1.14	0.29	1.13
Global Allocation FI	0.86	1.33	0.77	1.17
Dunas Valor Prudente	5.18	7.40	3.22	2.66
Helium Selection	3.23	4.29	2.27	1.94