Cartesio Y FI
ES0182527038·Renta Variable Europea·2
+11,69 %
+6,45 %
9,96 %
-31,90 %
+5,54 %
+8,78 %
+19,92 %
+58,07 %
+67,30 %
2026
YTD11.69%
Ene1.6%
Feb4.0%
Mar-4.9%
Abr4.9%
May1.9%
Jun-0.4%
Jul3.5%
Ago0.8%
Sep—
Oct—
Nov—
Dic—
fundtium.com
| Año | Ene | Feb | Mar | Abr | May | Jun | Jul | Ago | Sep | Oct | Nov | Dic | YTD |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1.6Ene 2026: 1.58% | 4.0Feb 2026: 4.01% | -4.9Mar 2026: -4.89% | 4.9Abr 2026: 4.91% | 1.9May 2026: 1.93% | -0.4Jun 2026: -0.36% | 3.5Jul 2026: 3.50% | 0.8Ago 2026: 0.78% | Sep 2026: sin datos | Oct 2026: sin datos | Nov 2026: sin datos | Dic 2026: sin datos | 11.7YTD 2026: 11.69% |
| 2025 | 4.4Ene 2025: 4.38% | 3.3Feb 2025: 3.31% | 1.4Mar 2025: 1.44% | 1.5Abr 2025: 1.52% | 5.0May 2025: 4.99% | 0.3Jun 2025: 0.28% | 1.5Jul 2025: 1.54% | 0.5Ago 2025: 0.53% | 0.5Sep 2025: 0.50% | 0.9Oct 2025: 0.93% | 2.9Nov 2025: 2.85% | 1.8Dic 2025: 1.78% | 26.7YTD 2025: 26.72% |
| 2024 | -1.3Ene 2024: -1.29% | 0.6Feb 2024: 0.58% | 5.6Mar 2024: 5.61% | 0.4Abr 2024: 0.44% | 3.9May 2024: 3.86% | -3.1Jun 2024: -3.09% | 1.6Jul 2024: 1.65% | 1.2Ago 2024: 1.22% | 0.9Sep 2024: 0.93% | -2.7Oct 2024: -2.73% | 0.8Nov 2024: 0.83% | 0.2Dic 2024: 0.18% | 8.2YTD 2024: 8.15% |
| 2023 | 5.0Ene 2023: 5.02% | 0.7Feb 2023: 0.66% | -1.8Mar 2023: -1.82% | 2.0Abr 2023: 1.97% | -3.2May 2023: -3.20% | 3.3Jun 2023: 3.26% | 2.7Jul 2023: 2.73% | -0.7Ago 2023: -0.67% | -0.8Sep 2023: -0.80% | -3.3Oct 2023: -3.30% | 4.3Nov 2023: 4.27% | 3.1Dic 2023: 3.12% | 11.3YTD 2023: 11.35% |
| 2022 | 2.0Ene 2022: 2.01% | -1.4Feb 2022: -1.37% | 1.2Mar 2022: 1.25% | 0.3Abr 2022: 0.33% | 1.2May 2022: 1.18% | -7.1Jun 2022: -7.15% | 1.4Jul 2022: 1.44% | -2.5Ago 2022: -2.50% | -5.9Sep 2022: -5.89% | 6.8Oct 2022: 6.79% | 5.8Nov 2022: 5.77% | -2.4Dic 2022: -2.37% | -1.4YTD 2022: -1.45% |
| 2021 | -2.5Ene 2021: -2.52% | 5.0Feb 2021: 5.05% | 5.5Mar 2021: 5.45% | 0.8Abr 2021: 0.79% | 3.3May 2021: 3.32% | -0.9Jun 2021: -0.87% | -1.2Jul 2021: -1.20% | 1.7Ago 2021: 1.74% | -0.1Sep 2021: -0.07% | -0.1Oct 2021: -0.07% | -4.5Nov 2021: -4.48% | 3.3Dic 2021: 3.33% | 10.5YTD 2021: 10.46% |
| 2020 | -2.2Ene 2020: -2.24% | -6.0Feb 2020: -5.97% | -18.8Mar 2020: -18.84% | 6.9Abr 2020: 6.86% | 1.6May 2020: 1.61% | 2.4Jun 2020: 2.37% | -3.3Jul 2020: -3.30% | 3.8Ago 2020: 3.75% | -2.9Sep 2020: -2.88% | -2.8Oct 2020: -2.77% | 16.2Nov 2020: 16.16% | 2.2Dic 2020: 2.22% | -6.7YTD 2020: -6.73% |
| 2019 | 4.1Ene 2019: 4.08% | 0.7Feb 2019: 0.73% | -0.5Mar 2019: -0.50% | 2.1Abr 2019: 2.14% | -4.1May 2019: -4.15% | 2.2Jun 2019: 2.16% | -0.3Jul 2019: -0.27% | -0.9Ago 2019: -0.87% | 2.2Sep 2019: 2.22% | 1.5Oct 2019: 1.51% | 2.2Nov 2019: 2.16% | 0.6Dic 2019: 0.58% | 10.0YTD 2019: 9.96% |
| 2018 | 0.5Ene 2018: 0.47% | -1.0Feb 2018: -0.98% | -1.1Mar 2018: -1.08% | 2.3Abr 2018: 2.25% | -0.4May 2018: -0.37% | -0.6Jun 2018: -0.60% | 1.3Jul 2018: 1.25% | -1.0Ago 2018: -1.02% | -0.6Sep 2018: -0.65% | -1.8Oct 2018: -1.84% | 0.2Nov 2018: 0.16% | -2.5Dic 2018: -2.54% | -4.9YTD 2018: -4.92% |
| 2017 | -0.3Ene 2017: -0.31% | 1.8Feb 2017: 1.76% | 2.1Mar 2017: 2.11% | 0.7Abr 2017: 0.68% | 1.5May 2017: 1.50% | -0.4Jun 2017: -0.41% | -0.1Jul 2017: -0.09% | -0.5Ago 2017: -0.48% | 0.8Sep 2017: 0.82% | 0.8Oct 2017: 0.79% | 0.9Nov 2017: 0.87% | -0.2Dic 2017: -0.19% | 7.2YTD 2017: 7.22% |
| 2016 | -3.7Ene 2016: -3.71% | -0.6Feb 2016: -0.57% | 2.2Mar 2016: 2.21% | 0.3Abr 2016: 0.29% | 0.7May 2016: 0.71% | -3.3Jun 2016: -3.27% | 2.2Jul 2016: 2.23% | 0.5Ago 2016: 0.49% | 0.4Sep 2016: 0.40% | -0.3Oct 2016: -0.30% | -0.9Nov 2016: -0.88% | 3.6Dic 2016: 3.58% | 0.9YTD 2016: 0.91% |
| 2015 | 3.2Ene 2015: 3.22% | 5.0Feb 2015: 4.96% | 1.8Mar 2015: 1.75% | 0.6Abr 2015: 0.60% | 0.9May 2015: 0.89% | -2.9Jun 2015: -2.89% | 1.7Jul 2015: 1.67% | -3.5Ago 2015: -3.46% | -3.1Sep 2015: -3.09% | 4.4Oct 2015: 4.41% | 1.5Nov 2015: 1.46% | -1.9Dic 2015: -1.90% | 7.4YTD 2015: 7.41% |
| 2014 | -0.1Ene 2014: -0.06% | 3.1Feb 2014: 3.07% | 0.4Mar 2014: 0.43% | -0.5Abr 2014: -0.53% | 2.3May 2014: 2.27% | -1.3Jun 2014: -1.28% | -2.0Jul 2014: -2.01% | 0.9Ago 2014: 0.92% | -0.1Sep 2014: -0.06% | -1.2Oct 2014: -1.21% | 3.1Nov 2014: 3.06% | -0.1Dic 2014: -0.15% | 4.4YTD 2014: 4.37% |
| 2013 | 3.5Ene 2013: 3.50% | 0.4Feb 2013: 0.37% | 0.5Mar 2013: 0.48% | 1.9Abr 2013: 1.94% | 2.0May 2013: 1.98% | -2.0Jun 2013: -2.04% | 4.9Jul 2013: 4.86% | -0.2Ago 2013: -0.23% | 3.0Sep 2013: 3.04% | 3.9Oct 2013: 3.87% | 1.2Nov 2013: 1.24% | 0.0Dic 2013: 0.04% | 20.5YTD 2013: 20.55% |
| 2012 | 2.1Ene 2012: 2.11% | 2.9Feb 2012: 2.89% | 0.5Mar 2012: 0.50% | -2.5Abr 2012: -2.49% | -4.6May 2012: -4.62% | 3.9Jun 2012: 3.94% | 1.2Jul 2012: 1.20% | 1.9Ago 2012: 1.92% | 1.4Sep 2012: 1.37% | -0.4Oct 2012: -0.39% | -0.4Nov 2012: -0.38% | 1.8Dic 2012: 1.76% | 7.8YTD 2012: 7.78% |
| 2011 | 1.8Ene 2011: 1.85% | 1.2Feb 2011: 1.17% | -1.1Mar 2011: -1.05% | 1.6Abr 2011: 1.62% | -1.0May 2011: -1.03% | -1.4Jun 2011: -1.41% | -3.4Jul 2011: -3.36% | -5.9Ago 2011: -5.89% | -1.4Sep 2011: -1.38% | 3.2Oct 2011: 3.23% | 0.1Nov 2011: 0.11% | 1.3Dic 2011: 1.33% | -5.0YTD 2011: -5.05% |
| 2010 | -2.5Ene 2010: -2.49% | 0.2Feb 2010: 0.17% | 3.8Mar 2010: 3.77% | -0.9Abr 2010: -0.85% | -4.3May 2010: -4.29% | -0.4Jun 2010: -0.43% | 3.4Jul 2010: 3.36% | 0.1Ago 2010: 0.12% | 3.1Sep 2010: 3.12% | 2.4Oct 2010: 2.35% | -3.7Nov 2010: -3.69% | 3.5Dic 2010: 3.48% | 4.3YTD 2010: 4.26% |
| 2009 | -1.0Ene 2009: -1.01% | -1.6Feb 2009: -1.60% | -0.7Mar 2009: -0.73% | 5.5Abr 2009: 5.46% | 1.5May 2009: 1.48% | 0.5Jun 2009: 0.52% | 3.3Jul 2009: 3.32% | 2.4Ago 2009: 2.42% | 3.1Sep 2009: 3.08% | -1.6Oct 2009: -1.60% | 0.9Nov 2009: 0.86% | 3.0Dic 2009: 3.03% | 16.0YTD 2009: 16.01% |
| 2008 | -3.7Ene 2008: -3.65% | 0.5Feb 2008: 0.52% | -1.7Mar 2008: -1.72% | 1.7Abr 2008: 1.69% | 0.5May 2008: 0.49% | -2.8Jun 2008: -2.82% | -0.1Jul 2008: -0.11% | 1.2Ago 2008: 1.23% | -3.7Sep 2008: -3.66% | -5.5Oct 2008: -5.50% | -1.8Nov 2008: -1.76% | 0.4Dic 2008: 0.37% | -14.2YTD 2008: -14.21% |
| 2007 | 1.3Ene 2007: 1.34% | -0.7Feb 2007: -0.68% | 1.2Mar 2007: 1.19% | 1.8Abr 2007: 1.80% | 1.7May 2007: 1.74% | 0.1Jun 2007: 0.06% | -1.5Jul 2007: -1.48% | -0.5Ago 2007: -0.48% | 0.4Sep 2007: 0.43% | 0.6Oct 2007: 0.62% | -2.2Nov 2007: -2.19% | -0.1Dic 2007: -0.10% | 2.2YTD 2007: 2.19% |
| 2006 | 2.3Ene 2006: 2.33% | 2.2Feb 2006: 2.16% | 2.2Mar 2006: 2.18% | 1.5Abr 2006: 1.51% | -1.6May 2006: -1.65% | 0.7Jun 2006: 0.67% | 0.2Jul 2006: 0.18% | 1.7Ago 2006: 1.70% | 1.7Sep 2006: 1.72% | 1.8Oct 2006: 1.81% | 0.7Nov 2006: 0.67% | 1.9Dic 2006: 1.85% | 16.1YTD 2006: 16.14% |
| 2005 | 1.6Ene 2005: 1.63% | 0.6Feb 2005: 0.58% | -1.4Mar 2005: -1.42% | -1.4Abr 2005: -1.42% | 2.1May 2005: 2.13% | 2.4Jun 2005: 2.36% | 1.6Jul 2005: 1.55% | 2.0Ago 2005: 2.01% | 1.8Sep 2005: 1.83% | -2.7Oct 2005: -2.73% | 2.2Nov 2005: 2.21% | 3.2Dic 2005: 3.20% | 12.4YTD 2005: 12.38% |
| 2004 | Ene 2004: sin datos | Feb 2004: sin datos | 0.2Mar 2004: 0.17% | 1.6Abr 2004: 1.59% | -0.7May 2004: -0.75% | 1.3Jun 2004: 1.34% | -1.2Jul 2004: -1.22% | 0.5Ago 2004: 0.51% | 0.3Sep 2004: 0.35% | 0.5Oct 2004: 0.50% | 3.0Nov 2004: 2.97% | 3.0Dic 2004: 2.97% | 8.7YTD 2004: 8.66% |
Rendimiento Anualizado
| Métrica | 3M | 6M | 1A | 3A | 5A | 10A | Total |
|---|---|---|---|---|---|---|---|
| 20.81% | 17.27% | 18.33% | 15.49% | 10.71% | 7.52% | 6.17% | |
| 6.82% | 9.33% | 7.72% | 9.15% | 10.46% | 11.07% | 9.96% | |
| TAE | 23.85% | 18.51% | 19.94% | 16.45% | 10.84% | 7.21% | 6.45% |
Estadísticas de retornos
| Métrica | Mensual | Trimestral | Anual |
|---|---|---|---|
| 0.66% | 1.90% | 7.59% | |
| 0.56% | 1.71% | 6.60% | |
| 2.83% | 5.21% | 9.51% | |
| 63.33% | 71.11% | 77.27% | |
| 36.67% | 28.89% | 22.73% | |
| 16.16% | 15.44% | 26.72% | |
| -18.84% | -25.40% | -14.21% |
Estadísticas de riesgo
| Métrica | Mensual | Trimestral | Anual |
|---|---|---|---|
| -5.92% | -11.97% | -12.64% | |
| -10.65% | -25.40% | -14.21% | |
| -5.92% | -11.97% | -12.64% | |
| -0.76 | -1.47 | -0.13 | |
| 10.65 | 7.59 | 0.25 |
Estadísticas de caídas
| Métrica | Caída | Recuperación |
|---|---|---|
| -31.90% | 377 días | |
| -18.47% | 358 días | |
| -2.88% | 39 días | |
| -1.31% | 10 días | |
| 7413 días (90.4%) | ||
Peores caídas
| Periodo | Caída | Recup. |
|---|---|---|
| #1 · feb 2020 → mar 2020 | -31.90% | 377 días |
| #2 · jul 2007 → mar 2009 | -21.97% | 652 días |
| #3 · feb 2011 → ago 2011 | -17.54% | 518 días |
| #4 · feb 2022 → sept 2022 | -15.78% | 140 días |
| #5 · may 2015 → feb 2016 | -13.35% | 439 días |
| Banda | % tiempo | Días |
|---|---|---|
| 0 a -5% | 69.9% | 5732 días |
| -5% a -10% | 19.1% | 1570 días |
| -10% a -20% | 9.3% | 759 días |
| -20% a -30% | 1.6% | 132 días |
| -30% a -40% | 0.1% | 6 días |
| -40% a -50% | 0.0% | 0 días |
| ≤ -50% | 0.0% | 0 días |
Ratios Anualizados
| Métrica | 3M | 6M | 1A | 3A | 5A | 10A | Total |
|---|---|---|---|---|---|---|---|
| 3.05 | 1.85 | 2.38 | 1.69 | 1.02 | 0.68 | 0.62 | |
| 4.54 | 2.64 | 3.33 | 2.15 | 1.31 | 0.79 | 0.76 | |
| 13.57 | 2.79 | 3.01 | 1.60 | 0.69 | 0.23 | 0.20 | |
| 1.64 | 1.38 | 1.51 | 1.35 | 1.20 | 1.14 | 1.13 |
Sentimiento de la comunidad
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Comisiones
1.02%
0.00%
0.00%
0.90%
5.00%
0.05%
Pulso de la comunidad
En favoritos2
En carteras3
Peso medio24.2%
Inversores3
Rating de la comunidad
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