BNY Mellon Long-Term Global Equity
·Renta Variable Global
+4,22 %
+9,31 %
15,01 %
-30,30 %
+3,74 %
+3,52 %
+4,82 %
+19,04 %
+35,63 %
2026
YTD4.22%
Ene0.7%
Feb0.4%
Mar-5.6%
Abr4.7%
May3.2%
Jun1.0%
Jul—
Ago—
Sep—
Oct—
Nov—
Dic—
fundtium.com
| Año | Ene | Feb | Mar | Abr | May | Jun | Jul | Ago | Sep | Oct | Nov | Dic | YTD |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.7Ene 2026: 0.74% | 0.4Feb 2026: 0.44% | -5.6Mar 2026: -5.61% | 4.7Abr 2026: 4.69% | 3.2May 2026: 3.15% | 1.0Jun 2026: 1.05% | Jul 2026: sin datos | Ago 2026: sin datos | Sep 2026: sin datos | Oct 2026: sin datos | Nov 2026: sin datos | Dic 2026: sin datos | 4.2YTD 2026: 4.22% |
| 2025 | 3.7Ene 2025: 3.66% | -1.7Feb 2025: -1.73% | -9.3Mar 2025: -9.28% | -2.9Abr 2025: -2.85% | 4.9May 2025: 4.90% | -1.2Jun 2025: -1.23% | 2.4Jul 2025: 2.36% | -1.2Ago 2025: -1.19% | 0.6Sep 2025: 0.60% | 1.4Oct 2025: 1.36% | 0.0Nov 2025: 0.02% | -0.5Dic 2025: -0.46% | -4.5YTD 2025: -4.51% |
| 2024 | 4.5Ene 2024: 4.47% | 3.0Feb 2024: 3.04% | 1.9Mar 2024: 1.89% | -3.7Abr 2024: -3.73% | 1.2May 2024: 1.20% | 2.9Jun 2024: 2.90% | -0.1Jul 2024: -0.08% | 1.2Ago 2024: 1.21% | -0.8Sep 2024: -0.80% | -0.1Oct 2024: -0.09% | 6.7Nov 2024: 6.65% | -2.6Dic 2024: -2.62% | 14.4YTD 2024: 14.43% |
| 2023 | 5.5Ene 2023: 5.53% | 0.1Feb 2023: 0.05% | 3.4Mar 2023: 3.36% | -0.3Abr 2023: -0.34% | 2.0May 2023: 1.99% | 3.7Jun 2023: 3.65% | -0.2Jul 2023: -0.17% | -0.6Ago 2023: -0.56% | -3.1Sep 2023: -3.08% | -2.6Oct 2023: -2.59% | 5.6Nov 2023: 5.60% | 3.9Dic 2023: 3.94% | 18.3YTD 2023: 18.28% |
| 2022 | -6.9Ene 2022: -6.92% | -2.9Feb 2022: -2.89% | 3.6Mar 2022: 3.61% | -3.1Abr 2022: -3.11% | -2.6May 2022: -2.60% | -6.0Jun 2022: -6.05% | 11.2Jul 2022: 11.23% | -4.6Ago 2022: -4.59% | -6.4Sep 2022: -6.38% | 4.4Oct 2022: 4.40% | 4.9Nov 2022: 4.87% | -5.4Dic 2022: -5.40% | -14.6YTD 2022: -14.56% |
| 2021 | -2.4Ene 2021: -2.39% | 1.4Feb 2021: 1.39% | 5.7Mar 2021: 5.74% | 1.7Abr 2021: 1.71% | 0.1May 2021: 0.06% | 4.9Jun 2021: 4.86% | 3.8Jul 2021: 3.81% | 2.7Ago 2021: 2.73% | -3.2Sep 2021: -3.23% | 5.6Oct 2021: 5.58% | -0.9Nov 2021: -0.92% | 5.0Dic 2021: 5.01% | 26.6YTD 2021: 26.61% |
| 2020 | -0.4Ene 2020: -0.41% | -6.5Feb 2020: -6.52% | -9.9Mar 2020: -9.90% | 9.9Abr 2020: 9.92% | 3.1May 2020: 3.11% | 0.4Jun 2020: 0.37% | -0.2Jul 2020: -0.22% | 3.3Ago 2020: 3.28% | 0.1Sep 2020: 0.13% | -3.1Oct 2020: -3.08% | 9.8Nov 2020: 9.76% | 2.4Dic 2020: 2.42% | 7.3YTD 2020: 7.26% |
| 2019 | 7.3Ene 2019: 7.34% | 4.4Feb 2019: 4.43% | 4.5Mar 2019: 4.50% | 2.7Abr 2019: 2.75% | -5.0May 2019: -4.96% | 5.3Jun 2019: 5.27% | 2.5Jul 2019: 2.55% | -0.7Ago 2019: -0.73% | 2.3Sep 2019: 2.33% | 0.1Oct 2019: 0.05% | 3.5Nov 2019: 3.53% | 1.5Dic 2019: 1.45% | 31.8YTD 2019: 31.83% |
| 2018 | 2.2Ene 2018: 2.22% | -2.2Feb 2018: -2.22% | -2.0Mar 2018: -2.04% | 2.8Abr 2018: 2.81% | 4.8May 2018: 4.81% | 0.7Jun 2018: 0.70% | 3.5Jul 2018: 3.47% | 2.1Ago 2018: 2.10% | 1.9Sep 2018: 1.90% | -5.9Oct 2018: -5.91% | 2.8Nov 2018: 2.82% | -7.5Dic 2018: -7.48% | 2.4YTD 2018: 2.37% |
| 2017 | 0.6Ene 2017: 0.62% | 3.7Feb 2017: 3.72% | 1.2Mar 2017: 1.23% | -0.0Abr 2017: -0.03% | -0.3May 2017: -0.27% | -2.1Jun 2017: -2.12% | -1.7Jul 2017: -1.74% | -0.0Ago 2017: -0.03% | 2.5Sep 2017: 2.53% | 4.4Oct 2017: 4.38% | 0.0Nov 2017: 0.03% | 0.2Dic 2017: 0.22% | 8.6YTD 2017: 8.64% |
| 2016 | -4.3Ene 2016: -4.32% | -0.2Feb 2016: -0.24% | 1.8Mar 2016: 1.84% | 0.3Abr 2016: 0.32% | 2.9May 2016: 2.86% | 0.6Jun 2016: 0.56% | 2.2Jul 2016: 2.16% | 0.6Ago 2016: 0.61% | -1.0Sep 2016: -1.00% | 0.7Oct 2016: 0.69% | 3.2Nov 2016: 3.19% | 1.5Dic 2016: 1.52% | 8.3YTD 2016: 8.27% |
| 2015 | 4.4Ene 2015: 4.44% | 5.8Feb 2015: 5.79% | 2.8Mar 2015: 2.81% | -0.8Abr 2015: -0.83% | 2.5May 2015: 2.54% | -4.1Jun 2015: -4.12% | 2.8Jul 2015: 2.77% | -8.1Ago 2015: -8.12% | -2.2Sep 2015: -2.16% | 9.8Oct 2015: 9.85% | 2.8Nov 2015: 2.80% | -4.1Dic 2015: -4.13% | 10.8YTD 2015: 10.76% |
| 2014 | -3.2Ene 2014: -3.20% | 2.1Feb 2014: 2.13% | 0.3Mar 2014: 0.25% | 0.3Abr 2014: 0.26% | 3.5May 2014: 3.50% | 1.1Jun 2014: 1.11% | 0.6Jul 2014: 0.61% | 4.1Ago 2014: 4.07% | 2.0Sep 2014: 1.99% | 0.9Oct 2014: 0.94% | 2.1Nov 2014: 2.10% | 1.5Dic 2014: 1.47% | 16.1YTD 2014: 16.12% |
| 2013 | 0.3Ene 2013: 0.32% | 4.3Feb 2013: 4.28% | 3.5Mar 2013: 3.48% | 0.3Abr 2013: 0.31% | -0.1May 2013: -0.07% | -2.7Jun 2013: -2.72% | 1.6Jul 2013: 1.56% | -0.6Ago 2013: -0.60% | 3.2Sep 2013: 3.17% | 2.4Oct 2013: 2.44% | 0.6Nov 2013: 0.61% | -0.2Dic 2013: -0.17% | 13.1YTD 2013: 13.13% |
| 2012 | 4.2Ene 2012: 4.16% | 3.7Feb 2012: 3.70% | 1.2Mar 2012: 1.22% | -0.0Abr 2012: -0.02% | -1.8May 2012: -1.81% | 1.9Jun 2012: 1.89% | 4.7Jul 2012: 4.67% | -0.3Ago 2012: -0.30% | -0.4Sep 2012: -0.39% | -0.9Oct 2012: -0.87% | 1.9Nov 2012: 1.94% | 1.2Dic 2012: 1.22% | 16.3YTD 2012: 16.31% |
| 2011 | -1.2Ene 2011: -1.17% | 1.5Feb 2011: 1.50% | -4.1Mar 2011: -4.09% | -0.3Abr 2011: -0.30% | 2.6May 2011: 2.58% | -2.1Jun 2011: -2.15% | 0.7Jul 2011: 0.70% | -6.2Ago 2011: -6.21% | -0.2Sep 2011: -0.20% | 6.0Oct 2011: 6.00% | 1.0Nov 2011: 0.98% | 2.7Dic 2011: 2.71% | -0.2YTD 2011: -0.23% |
| 2010 | 0.0Ene 2010: 0.05% | 3.7Feb 2010: 3.71% | 6.3Mar 2010: 6.28% | 1.7Abr 2010: 1.65% | -2.8May 2010: -2.81% | -1.2Jun 2010: -1.18% | -0.3Jul 2010: -0.33% | -1.2Ago 2010: -1.21% | 2.5Sep 2010: 2.49% | 1.3Oct 2010: 1.28% | 5.0Nov 2010: 4.96% | 2.6Dic 2010: 2.58% | 18.5YTD 2010: 18.47% |
| 2009 | 5.4Ene 2009: 5.40% | -3.3Feb 2009: -3.30% | -0.3Mar 2009: -0.25% | 7.6Abr 2009: 7.63% | 1.3May 2009: 1.30% | 1.0Jun 2009: 1.01% | 5.7Jul 2009: 5.70% | 1.2Ago 2009: 1.19% | 1.3Sep 2009: 1.32% | -0.4Oct 2009: -0.40% | 0.5Nov 2009: 0.48% | 7.3Dic 2009: 7.31% | 30.3YTD 2009: 30.30% |
| 2008 | Ene 2008: sin datos | Feb 2008: sin datos | Mar 2008: sin datos | Abr 2008: sin datos | 2.9May 2008: 2.92% | -7.0Jun 2008: -7.01% | -2.2Jul 2008: -2.21% | 5.8Ago 2008: 5.85% | -7.9Sep 2008: -7.88% | -7.1Oct 2008: -7.14% | -5.7Nov 2008: -5.74% | -5.2Dic 2008: -5.24% | -24.3YTD 2008: -24.31% |
Rendimiento Anualizado
| Métrica | 3M | 6M | 1A | 3A | 5A | 10A | Total |
|---|---|---|---|---|---|---|---|
| 16.09% | 8.11% | 5.57% | 6.74% | 7.29% | 10.35% | 10.17% | |
| 11.67% | 11.54% | 11.04% | 12.47% | 13.70% | 14.32% | 15.01% | |
| TAE | 15.68% | 7.18% | 4.82% | 5.86% | 6.29% | 9.55% | 9.31% |
Estadísticas de retornos
| Métrica | Mensual | Trimestral | Anual |
|---|---|---|---|
| 1.00% | 3.39% | 11.94% | |
| 0.80% | 2.51% | 11.54% | |
| 3.60% | 6.60% | 11.86% | |
| 62.84% | 72.22% | 83.33% | |
| 37.16% | 27.78% | 16.67% | |
| 11.23% | 17.14% | 31.83% | |
| -9.90% | -17.06% | -14.56% |
Estadísticas de riesgo
| Métrica | Mensual | Trimestral | Anual |
|---|---|---|---|
| -8.08% | -16.39% | -12.85% | |
| -9.10% | -17.06% | -14.56% | |
| -8.08% | -16.39% | -12.85% | |
| -0.31 | -0.67 | -0.22 | |
| 0.59 | 0.79 | 0.24 |
Estadísticas de caídas
| Métrica | Caída | Recuperación |
|---|---|---|
| -30.30% | 357 días | |
| -22.54% | 328 días | |
| -3.33% | 29 días | |
| -1.30% | 5 días | |
| 5997 días (90.6%) | ||
Peores caídas
| Periodo | Caída | Recup. |
|---|---|---|
| #1 · may 2008 → mar 2009 | -30.30% | 357 días |
| #2 · feb 2020 → mar 2020 | -29.86% | 281 días |
| #3 · feb 2025 → abr 2025 | -20.08% | En curso |
| #4 · ene 2022 → jun 2022 | -19.72% | 551 días |
| #5 · abr 2015 → feb 2016 | -18.13% | 301 días |
| Banda | % tiempo | Días |
|---|---|---|
| 0 a -5% | 57.7% | 3818 días |
| -5% a -10% | 23.3% | 1544 días |
| -10% a -20% | 15.6% | 1035 días |
| -20% a -30% | 3.4% | 223 días |
| -30% a -40% | 0.0% | 1 días |
| -40% a -50% | 0.0% | 0 días |
| ≤ -50% | 0.0% | 0 días |
Ratios Anualizados
| Métrica | 3M | 6M | 1A | 3A | 5A | 10A | Total |
|---|---|---|---|---|---|---|---|
| 1.38 | 0.70 | 0.50 | 0.54 | 0.53 | 0.72 | 0.68 | |
| 1.85 | 0.96 | 0.68 | 0.72 | 0.72 | 0.90 | 0.86 | |
| 2.34 | 0.72 | 0.48 | 0.29 | 0.31 | 0.32 | 0.31 | |
| 1.27 | 1.13 | 1.09 | 1.10 | 1.10 | 1.14 | 1.13 |
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0.87%
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