BNY Mellon Long-Term Global Equity
·Renta Variable Global
+8,83 %
+8,42 %
14,99 %
-30,86 %
+9,24 %
+9,94 %
+10,83 %
+23,12 %
+23,45 %
2026
YTD8.83%
Ene0.7%
Feb0.4%
Mar-5.7%
Abr4.6%
May3.1%
Jun3.3%
Jul-0.1%
Ago2.7%
Sep—
Oct—
Nov—
Dic—
fundtium.com
| Año | Ene | Feb | Mar | Abr | May | Jun | Jul | Ago | Sep | Oct | Nov | Dic | YTD |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.7Ene 2026: 0.66% | 0.4Feb 2026: 0.36% | -5.7Mar 2026: -5.69% | 4.6Abr 2026: 4.61% | 3.1May 2026: 3.07% | 3.3Jun 2026: 3.28% | -0.1Jul 2026: -0.14% | 2.7Ago 2026: 2.73% | Sep 2026: sin datos | Oct 2026: sin datos | Nov 2026: sin datos | Dic 2026: sin datos | 8.8YTD 2026: 8.83% |
| 2025 | 3.6Ene 2025: 3.57% | -1.8Feb 2025: -1.81% | -9.4Mar 2025: -9.36% | -2.9Abr 2025: -2.93% | 4.8May 2025: 4.81% | -1.3Jun 2025: -1.32% | 2.3Jul 2025: 2.27% | -1.3Ago 2025: -1.27% | 0.5Sep 2025: 0.51% | 1.3Oct 2025: 1.27% | -0.1Nov 2025: -0.06% | -0.6Dic 2025: -0.55% | -5.5YTD 2025: -5.46% |
| 2024 | 4.4Ene 2024: 4.37% | 3.0Feb 2024: 2.96% | 1.8Mar 2024: 1.81% | -3.8Abr 2024: -3.81% | 1.1May 2024: 1.11% | 2.8Jun 2024: 2.82% | -0.2Jul 2024: -0.17% | 1.1Ago 2024: 1.13% | -0.9Sep 2024: -0.89% | -0.2Oct 2024: -0.18% | 6.6Nov 2024: 6.57% | -2.7Dic 2024: -2.70% | 13.3YTD 2024: 13.29% |
| 2023 | 5.4Ene 2023: 5.44% | -0.0Feb 2023: -0.02% | 3.3Mar 2023: 3.27% | -0.4Abr 2023: -0.42% | 1.9May 2023: 1.90% | 3.6Jun 2023: 3.57% | -0.3Jul 2023: -0.25% | -0.6Ago 2023: -0.64% | -3.2Sep 2023: -3.16% | -2.7Oct 2023: -2.68% | 5.5Nov 2023: 5.51% | 3.9Dic 2023: 3.85% | 17.1YTD 2023: 17.10% |
| 2022 | -7.0Ene 2022: -7.00% | -3.0Feb 2022: -2.97% | 3.5Mar 2022: 3.52% | -3.2Abr 2022: -3.19% | -2.7May 2022: -2.69% | -6.1Jun 2022: -6.13% | 11.1Jul 2022: 11.14% | -4.7Ago 2022: -4.68% | -6.5Sep 2022: -6.46% | 4.3Oct 2022: 4.32% | 4.8Nov 2022: 4.78% | -5.5Dic 2022: -5.48% | -15.4YTD 2022: -15.41% |
| 2021 | -2.5Ene 2021: -2.47% | 1.3Feb 2021: 1.31% | 5.6Mar 2021: 5.65% | 1.6Abr 2021: 1.63% | -0.0May 2021: -0.02% | 4.8Jun 2021: 4.78% | 3.7Jul 2021: 3.72% | 2.6Ago 2021: 2.64% | -3.3Sep 2021: -3.31% | 5.5Oct 2021: 5.49% | -1.0Nov 2021: -1.01% | 4.9Dic 2021: 4.92% | 25.3YTD 2021: 25.35% |
| 2020 | -0.5Ene 2020: -0.49% | -6.6Feb 2020: -6.59% | -10.0Mar 2020: -9.95% | 9.8Abr 2020: 9.83% | 3.0May 2020: 3.02% | 0.3Jun 2020: 0.28% | -0.3Jul 2020: -0.31% | 3.2Ago 2020: 3.19% | 0.1Sep 2020: 0.05% | -3.2Oct 2020: -3.16% | 9.7Nov 2020: 9.67% | 2.3Dic 2020: 2.33% | 6.2YTD 2020: 6.23% |
| 2019 | 7.3Ene 2019: 7.25% | 4.3Feb 2019: 4.35% | 4.4Mar 2019: 4.42% | 2.7Abr 2019: 2.66% | -5.0May 2019: -5.05% | 5.2Jun 2019: 5.19% | 2.5Jul 2019: 2.45% | -0.8Ago 2019: -0.82% | 2.2Sep 2019: 2.25% | -0.0Oct 2019: -0.03% | 3.4Nov 2019: 3.45% | 1.4Dic 2019: 1.36% | 30.5YTD 2019: 30.51% |
| 2018 | 2.1Ene 2018: 2.13% | -2.3Feb 2018: -2.29% | -2.1Mar 2018: -2.12% | 2.7Abr 2018: 2.72% | 4.7May 2018: 4.73% | 0.6Jun 2018: 0.62% | 3.4Jul 2018: 3.38% | 2.0Ago 2018: 2.01% | 1.8Sep 2018: 1.82% | -6.0Oct 2018: -6.00% | 2.7Nov 2018: 2.73% | -7.6Dic 2018: -7.56% | 1.4YTD 2018: 1.35% |
| 2017 | 0.5Ene 2017: 0.53% | 3.6Feb 2017: 3.64% | 1.1Mar 2017: 1.15% | -0.1Abr 2017: -0.11% | -0.4May 2017: -0.36% | -2.2Jun 2017: -2.20% | -1.8Jul 2017: -1.82% | -0.1Ago 2017: -0.12% | 2.4Sep 2017: 2.45% | 4.3Oct 2017: 4.29% | -0.1Nov 2017: -0.06% | 0.1Dic 2017: 0.13% | 7.6YTD 2017: 7.55% |
| 2016 | -4.4Ene 2016: -4.39% | -0.3Feb 2016: -0.32% | 1.7Mar 2016: 1.75% | 0.2Abr 2016: 0.24% | 2.8May 2016: 2.77% | 0.5Jun 2016: 0.48% | 2.1Jul 2016: 2.08% | 0.5Ago 2016: 0.52% | -1.1Sep 2016: -1.07% | 0.6Oct 2016: 0.61% | 3.1Nov 2016: 3.09% | 1.4Dic 2016: 1.43% | 7.2YTD 2016: 7.20% |
| 2015 | 4.3Ene 2015: 4.35% | 5.7Feb 2015: 5.72% | 2.7Mar 2015: 2.72% | -0.9Abr 2015: -0.91% | 2.5May 2015: 2.46% | -4.2Jun 2015: -4.21% | 2.7Jul 2015: 2.69% | -8.2Ago 2015: -8.20% | -2.2Sep 2015: -2.25% | 9.8Oct 2015: 9.76% | 2.7Nov 2015: 2.71% | -4.2Dic 2015: -4.21% | 9.7YTD 2015: 9.66% |
| 2014 | -3.3Ene 2014: -3.28% | 2.0Feb 2014: 2.05% | 0.2Mar 2014: 0.17% | 0.2Abr 2014: 0.18% | 3.4May 2014: 3.41% | 1.0Jun 2014: 1.02% | 0.5Jul 2014: 0.52% | 4.0Ago 2014: 3.99% | 1.9Sep 2014: 1.90% | 0.9Oct 2014: 0.85% | 2.0Nov 2014: 2.03% | 1.4Dic 2014: 1.37% | 15.0YTD 2014: 14.95% |
| 2013 | 0.2Ene 2013: 0.23% | 4.2Feb 2013: 4.20% | 3.4Mar 2013: 3.40% | 0.2Abr 2013: 0.22% | -0.2May 2013: -0.15% | -2.8Jun 2013: -2.78% | 1.5Jul 2013: 1.46% | -0.7Ago 2013: -0.69% | 3.1Sep 2013: 3.08% | 2.4Oct 2013: 2.36% | 0.5Nov 2013: 0.53% | -0.2Dic 2013: -0.25% | 12.0YTD 2013: 12.01% |
| 2012 | 4.1Ene 2012: 4.05% | 3.6Feb 2012: 3.63% | 1.1Mar 2012: 1.13% | -0.1Abr 2012: -0.10% | -1.9May 2012: -1.90% | 1.8Jun 2012: 1.81% | 4.6Jul 2012: 4.59% | -0.4Ago 2012: -0.38% | -0.5Sep 2012: -0.47% | -0.9Oct 2012: -0.95% | 1.9Nov 2012: 1.86% | 1.1Dic 2012: 1.14% | 15.1YTD 2012: 15.14% |
| 2011 | -1.3Ene 2011: -1.25% | 1.4Feb 2011: 1.42% | -4.2Mar 2011: -4.17% | -0.4Abr 2011: -0.38% | 2.5May 2011: 2.49% | -2.2Jun 2011: -2.23% | 0.6Jul 2011: 0.62% | -6.3Ago 2011: -6.29% | -0.3Sep 2011: -0.28% | 5.9Oct 2011: 5.91% | 0.9Nov 2011: 0.90% | 2.6Dic 2011: 2.63% | -1.2YTD 2011: -1.21% |
| 2010 | -0.0Ene 2010: -0.03% | 3.6Feb 2010: 3.62% | 6.2Mar 2010: 6.19% | 1.6Abr 2010: 1.56% | -2.9May 2010: -2.89% | -1.3Jun 2010: -1.26% | -0.4Jul 2010: -0.41% | -1.3Ago 2010: -1.29% | 2.4Sep 2010: 2.41% | 1.2Oct 2010: 1.19% | 4.9Nov 2010: 4.90% | 2.5Dic 2010: 2.49% | 17.3YTD 2010: 17.32% |
| 2009 | 5.3Ene 2009: 5.31% | -3.4Feb 2009: -3.38% | -0.3Mar 2009: -0.33% | 7.5Abr 2009: 7.54% | 1.2May 2009: 1.21% | 0.9Jun 2009: 0.93% | 5.6Jul 2009: 5.60% | 1.1Ago 2009: 1.10% | 1.2Sep 2009: 1.24% | -0.5Oct 2009: -0.48% | 0.4Nov 2009: 0.39% | 7.2Dic 2009: 7.23% | 29.0YTD 2009: 29.00% |
| 2008 | Ene 2008: sin datos | Feb 2008: sin datos | Mar 2008: sin datos | Abr 2008: sin datos | 2.8May 2008: 2.83% | -7.1Jun 2008: -7.09% | -2.3Jul 2008: -2.31% | 5.8Ago 2008: 5.77% | -8.0Sep 2008: -7.96% | -7.2Oct 2008: -7.21% | -5.8Nov 2008: -5.82% | -5.3Dic 2008: -5.32% | -24.8YTD 2008: -24.82% |
Rendimiento Anualizado
| Métrica | 3M | 6M | 1A | 3A | 5A | 10A | Total |
|---|---|---|---|---|---|---|---|
| 37.20% | 20.76% | 11.41% | 7.69% | 5.34% | 9.41% | 9.35% | |
| 11.57% | 11.67% | 11.01% | 12.62% | 13.79% | 14.34% | 14.99% | |
| TAE | 42.04% | 21.08% | 10.84% | 6.81% | 4.30% | 8.53% | 8.42% |
Estadísticas de retornos
| Métrica | Mensual | Trimestral | Anual |
|---|---|---|---|
| 0.91% | 2.94% | 10.83% | |
| 0.73% | 2.29% | 10.75% | |
| 3.58% | 6.58% | 11.61% | |
| 60.00% | 68.49% | 83.33% | |
| 40.00% | 31.51% | 16.67% | |
| 11.14% | 16.86% | 30.51% | |
| -9.95% | -17.26% | -15.41% |
Estadísticas de riesgo
| Métrica | Mensual | Trimestral | Anual |
|---|---|---|---|
| -8.15% | -16.57% | -13.72% | |
| -9.17% | -17.26% | -15.41% | |
| -8.15% | -16.57% | -13.72% | |
| -0.31 | -0.66 | -0.31 | |
| 0.60 | 0.80 | 0.44 |
Estadísticas de caídas
| Métrica | Caída | Recuperación |
|---|---|---|
| -30.86% | 364 días | |
| -22.95% | 340 días | |
| -3.52% | 32 días | |
| -1.37% | 6 días | |
| 6120 días (91.6%) | ||
Peores caídas
| Periodo | Caída | Recup. |
|---|---|---|
| #1 · may 2008 → mar 2009 | -30.86% | 364 días |
| #2 · feb 2020 → mar 2020 | -29.93% | 291 días |
| #3 · dic 2024 → abr 2025 | -20.32% | En curso |
| #4 · ene 2022 → jun 2022 | -20.08% | 582 días |
| #5 · abr 2015 → feb 2016 | -18.81% | 308 días |
| Banda | % tiempo | Días |
|---|---|---|
| 0 a -5% | 53.8% | 3598 días |
| -5% a -10% | 24.2% | 1615 días |
| -10% a -20% | 18.4% | 1233 días |
| -20% a -30% | 3.5% | 232 días |
| -30% a -40% | 0.1% | 5 días |
| -40% a -50% | 0.0% | 0 días |
| ≤ -50% | 0.0% | 0 días |
Ratios Anualizados
| Métrica | 3M | 6M | 1A | 3A | 5A | 10A | Total |
|---|---|---|---|---|---|---|---|
| 3.22 | 1.78 | 1.04 | 0.61 | 0.39 | 0.66 | 0.62 | |
| 4.72 | 2.49 | 1.45 | 0.82 | 0.53 | 0.82 | 0.79 | |
| 13.87 | 2.99 | 1.06 | 0.33 | 0.21 | 0.28 | 0.27 | |
| 1.70 | 1.35 | 1.19 | 1.11 | 1.07 | 1.13 | 1.12 |
Sentimiento de la comunidad
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Comisiones
2.08%
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