---
title: "Cartesio Y FI — Análisis"
description: "Fondo Cartesio Y FI (ISIN ES0182527038). Gestora: Cartesio Inversiones SGIIC."
url: "https://fundtium.com/fondos/cartesio-y-fi/analisis"
canonical_url: "https://fundtium.com/fondos/cartesio-y-fi/analisis"
type: "fund"
lang: "es"
isin: "ES0182527038"
currency: "EUR"
asset_class: "equity"
category: "Renta Variable Europea"
subcategory: "Value"
ter: 0.0102
manager: "Cartesio Inversiones SGIIC"
manager_url: "https://fundtium.com/gestoras/cartesio-inversiones-sgiic.md"
rating_avg: 3.67
rating_count: 1
updated_at: "2026-04-28"
fundtium:tabs:
- "https://fundtium.com/fondos/cartesio-y-fi.md"
- "https://fundtium.com/fondos/cartesio-y-fi/analisis.md"
- "https://fundtium.com/fondos/cartesio-y-fi/opiniones.md"
- "https://fundtium.com/fondos/cartesio-y-fi/debate.md"
fundtium:share_classes: 1
---

# Cartesio Y FI — Análisis

> [Fondos](https://fundtium.com/fondos) › [Cartesio Inversiones SGIIC](https://fundtium.com/gestoras/cartesio-inversiones-sgiic.md) › Cartesio Y FI

Tabs: [Resumen](https://fundtium.com/fondos/cartesio-y-fi.md) · **Análisis** · [Reseñas](https://fundtium.com/fondos/cartesio-y-fi/opiniones.md) · [Debate](https://fundtium.com/fondos/cartesio-y-fi/debate.md)

## Contexto

| Campo | Valor |
| --- | --- |
| Clase analizada | Clase principal |
| ISIN clase | ES0182527038 |
| Divisa | EUR |
| Puntos NAV | 6165 |
| Primer NAV | 2004-02-23 |
| Último NAV | 2026-04-28 |


## Rentabilidad y riesgo

| Métrica | Valor |
| --- | --- |
| Rentabilidad anualizada | +6.21% |
| Volatilidad anualizada | 9.98% |
| Sharpe | 0.60 |
| Sortino | 0.73 |
| Calmar | 0.19 |
| Máxima caída | -31.90% |
| Mejor mes | +16.16% |
| Peor mes | -18.84% |
| % meses positivos | 0.63% |
| Media mes positivo | +2.07% |
| Media mes negativo | -2.06% |


### Retornos por ventana

| Ventana | Valor |
| --- | --- |
| 1M | +5.38% |
| 3M | +2.88% |
| 6M | +8.94% |
| YTD | +4.50% |
| 1Y | +19.72% |
| 3Y | +50.66% |
| 5Y | +59.44% |


## Caídas

| Métrica | Valor |
| --- | --- |
| Máxima caída | -31.90% |
| Caída media | -1.39% |
| Caída mediana | -0.39% |
| Caída peor 5% | -12.90% |
| % tiempo en caída | 90.59% |
| Recuperación máx. caída | 377 días |
| Recuperación media | 19 días |
| Recuperación mediana | 3 días |


## NAV (últimos 24 meses)

_Muestra de 25 puntos. Serie completa en la [versión HTML](https://fundtium.com/fondos/cartesio-y-fi/analisis)._

| Fecha | NAV | Monthly | YTD |
| --- | --- | --- | --- |
| 2024-04-29 | 2824.0340 | — | — |
| 2024-05-29 | 2884.3416 | — | — |
| 2024-06-27 | 2820.9719 | — | — |
| 2024-07-26 | 2862.1747 | — | — |
| 2024-08-26 | 2874.4602 | — | — |
| 2024-09-24 | 2918.4441 | — | — |
| 2024-10-23 | 2897.0318 | — | — |
| 2024-11-21 | 2854.0844 | — | — |
| 2024-12-20 | 2836.8312 | — | — |
| 2025-01-23 | 2950.7533 | — | — |
| 2025-02-21 | 3084.5269 | — | — |
| 2025-03-24 | 3182.3417 | — | — |
| 2025-04-24 | 3140.0815 | — | — |
| 2025-05-26 | 3358.9129 | — | — |
| 2025-06-24 | 3352.5121 | — | — |
| 2025-07-23 | 3416.0048 | — | — |
| 2025-08-21 | 3482.2480 | — | — |
| 2025-09-19 | 3441.4584 | — | — |
| 2025-10-20 | 3471.8151 | — | — |
| 2025-11-18 | 3526.0491 | — | — |
| 2025-12-17 | 3588.8656 | — | — |
| 2026-01-21 | 3659.2179 | — | — |
| 2026-02-19 | 3772.4410 | — | — |
| 2026-03-20 | 3598.6551 | — | — |
| 2026-04-22 | 3829.7689 | — | — |