Edgewood L Select US Select Growth
·Renta Variable EE.UU
-4,67 %
+10,11 %
23,58 %
-46,66 %
+3,82 %
-4,52 %
-5,36 %
+19,59 %
-2,61 %
2026
YTD-4.67%
Ene-4.2%
Feb-2.8%
Mar-5.5%
Abr3.2%
May4.6%
Jun2.4%
Jul-2.0%
Ago—
Sep—
Oct—
Nov—
Dic—
fundtium.com
| Año | Ene | Feb | Mar | Abr | May | Jun | Jul | Ago | Sep | Oct | Nov | Dic | YTD |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -4.2Ene 2026: -4.22% | -2.8Feb 2026: -2.77% | -5.5Mar 2026: -5.46% | 3.2Abr 2026: 3.19% | 4.6May 2026: 4.61% | 2.4Jun 2026: 2.36% | -2.0Jul 2026: -2.00% | Ago 2026: sin datos | Sep 2026: sin datos | Oct 2026: sin datos | Nov 2026: sin datos | Dic 2026: sin datos | -4.7YTD 2026: -4.67% |
| 2025 | 2.2Ene 2025: 2.22% | -2.6Feb 2025: -2.58% | -11.9Mar 2025: -11.85% | -0.9Abr 2025: -0.88% | 5.6May 2025: 5.56% | 1.4Jun 2025: 1.43% | 2.6Jul 2025: 2.56% | -4.2Ago 2025: -4.24% | 0.6Sep 2025: 0.63% | 5.1Oct 2025: 5.10% | -2.5Nov 2025: -2.46% | -1.3Dic 2025: -1.30% | -6.8YTD 2025: -6.84% |
| 2024 | 7.4Ene 2024: 7.41% | 6.3Feb 2024: 6.27% | 1.0Mar 2024: 0.96% | -5.0Abr 2024: -4.97% | 1.0May 2024: 0.99% | 7.6Jun 2024: 7.63% | -3.8Jul 2024: -3.84% | 0.7Ago 2024: 0.69% | -0.6Sep 2024: -0.63% | 1.6Oct 2024: 1.64% | 9.5Nov 2024: 9.51% | -1.9Dic 2024: -1.91% | 25.0YTD 2024: 25.03% |
| 2023 | 10.6Ene 2023: 10.58% | -2.1Feb 2023: -2.07% | 5.1Mar 2023: 5.11% | -0.3Abr 2023: -0.31% | 4.6May 2023: 4.60% | 5.6Jun 2023: 5.58% | 1.9Jul 2023: 1.86% | -0.2Ago 2023: -0.16% | -4.4Sep 2023: -4.44% | -3.3Oct 2023: -3.30% | 9.3Nov 2023: 9.26% | 4.7Dic 2023: 4.66% | 34.6YTD 2023: 34.64% |
| 2022 | -11.8Ene 2022: -11.78% | -6.4Feb 2022: -6.37% | 2.0Mar 2022: 1.98% | -11.1Abr 2022: -11.07% | -6.7May 2022: -6.71% | -6.8Jun 2022: -6.80% | 13.6Jul 2022: 13.56% | -6.3Ago 2022: -6.26% | -9.6Sep 2022: -9.62% | 6.0Oct 2022: 5.97% | 2.4Nov 2022: 2.38% | -8.5Dic 2022: -8.49% | -37.8YTD 2022: -37.79% |
| 2021 | 0.7Ene 2021: 0.75% | 4.1Feb 2021: 4.11% | 2.0Mar 2021: 1.97% | 5.7Abr 2021: 5.66% | -1.2May 2021: -1.24% | 11.9Jun 2021: 11.86% | 4.3Jul 2021: 4.28% | 3.0Ago 2021: 3.02% | -4.1Sep 2021: -4.14% | 3.6Oct 2021: 3.55% | -0.1Nov 2021: -0.08% | 0.6Dic 2021: 0.59% | 33.8YTD 2021: 33.81% |
| 2020 | 2.9Ene 2020: 2.86% | -4.7Feb 2020: -4.74% | -8.0Mar 2020: -8.05% | 15.0Abr 2020: 14.98% | 7.6May 2020: 7.59% | 2.6Jun 2020: 2.57% | 0.2Jul 2020: 0.20% | 5.8Ago 2020: 5.83% | -1.1Sep 2020: -1.08% | 0.0Oct 2020: 0.00% | 5.6Nov 2020: 5.58% | 0.5Dic 2020: 0.54% | 27.3YTD 2020: 27.30% |
| 2019 | 7.5Ene 2019: 7.46% | 4.5Feb 2019: 4.54% | 5.4Mar 2019: 5.38% | 4.3Abr 2019: 4.27% | -4.7May 2019: -4.73% | 4.2Jun 2019: 4.22% | 2.1Jul 2019: 2.10% | 1.9Ago 2019: 1.90% | 0.2Sep 2019: 0.20% | -0.1Oct 2019: -0.08% | 4.6Nov 2019: 4.62% | 1.4Dic 2019: 1.43% | 35.5YTD 2019: 35.47% |
| 2018 | 5.6Ene 2018: 5.57% | 0.2Feb 2018: 0.21% | -2.1Mar 2018: -2.14% | 3.4Abr 2018: 3.41% | 6.8May 2018: 6.84% | 2.1Jun 2018: 2.10% | 1.5Jul 2018: 1.55% | 5.9Ago 2018: 5.88% | -0.7Sep 2018: -0.73% | -7.1Oct 2018: -7.11% | 0.6Nov 2018: 0.60% | -8.7Dic 2018: -8.70% | 6.4YTD 2018: 6.35% |
| 2017 | 3.4Ene 2017: 3.45% | 6.2Feb 2017: 6.20% | 1.5Mar 2017: 1.46% | 1.1Abr 2017: 1.08% | 0.3May 2017: 0.29% | 0.1Jun 2017: 0.07% | 0.8Jul 2017: 0.80% | -0.2Ago 2017: -0.18% | 0.9Sep 2017: 0.89% | 3.2Oct 2017: 3.25% | -0.1Nov 2017: -0.05% | -1.1Dic 2017: -1.13% | 17.1YTD 2017: 17.09% |
| 2016 | -8.0Ene 2016: -7.99% | -1.5Feb 2016: -1.50% | 1.3Mar 2016: 1.35% | -1.0Abr 2016: -0.99% | 5.5May 2016: 5.50% | -2.8Jun 2016: -2.83% | 6.9Jul 2016: 6.92% | 0.8Ago 2016: 0.80% | 0.3Sep 2016: 0.29% | -0.2Oct 2016: -0.23% | 3.8Nov 2016: 3.79% | 1.1Dic 2016: 1.11% | 5.5YTD 2016: 5.50% |
| 2015 | 7.1Ene 2015: 7.12% | 5.0Feb 2015: 4.96% | 1.9Mar 2015: 1.90% | -3.8Abr 2015: -3.81% | 5.8May 2015: 5.78% | -2.1Jun 2015: -2.14% | 6.4Jul 2015: 6.43% | -7.9Ago 2015: -7.90% | -2.4Sep 2015: -2.40% | 10.6Oct 2015: 10.63% | 5.5Nov 2015: 5.50% | -4.1Dic 2015: -4.05% | 22.2YTD 2015: 22.23% |
| 2014 | 1.5Ene 2014: 1.46% | 2.0Feb 2014: 2.04% | -4.2Mar 2014: -4.20% | -0.2Abr 2014: -0.20% | 5.2May 2014: 5.22% | 4.1Jun 2014: 4.15% | 0.8Jul 2014: 0.77% | 6.7Ago 2014: 6.70% | 1.3Sep 2014: 1.28% | 5.4Oct 2014: 5.35% | 2.2Nov 2014: 2.20% | 0.5Dic 2014: 0.55% | 27.9YTD 2014: 27.85% |
| 2013 | 2.2Ene 2013: 2.16% | 4.3Feb 2013: 4.28% | 5.4Mar 2013: 5.37% | -2.3Abr 2013: -2.32% | 4.3May 2013: 4.25% | -1.6Jun 2013: -1.58% | 2.5Jul 2013: 2.50% | -0.9Ago 2013: -0.90% | 2.1Sep 2013: 2.07% | 4.0Oct 2013: 3.98% | 3.5Nov 2013: 3.51% | 3.5Dic 2013: 3.50% | 30.0YTD 2013: 29.95% |
| 2012 | 5.8Ene 2012: 5.79% | 2.7Feb 2012: 2.67% | 4.9Mar 2012: 4.87% | -0.6Abr 2012: -0.59% | 0.1May 2012: 0.10% | -0.8Jun 2012: -0.81% | 2.1Jul 2012: 2.13% | 1.7Ago 2012: 1.71% | 0.9Sep 2012: 0.94% | -3.7Oct 2012: -3.74% | 2.9Nov 2012: 2.92% | -1.0Dic 2012: -0.97% | 15.7YTD 2012: 15.66% |
| 2011 | 0.3Ene 2011: 0.28% | 2.6Feb 2011: 2.63% | -1.9Mar 2011: -1.88% | -2.7Abr 2011: -2.72% | 1.8May 2011: 1.76% | -1.1Jun 2011: -1.05% | 0.2Jul 2011: 0.25% | -5.4Ago 2011: -5.44% | 0.5Sep 2011: 0.50% | 5.4Oct 2011: 5.38% | 2.0Nov 2011: 2.03% | 3.7Dic 2011: 3.67% | 5.0YTD 2011: 5.03% |
| 2010 | -3.4Ene 2010: -3.42% | 4.4Feb 2010: 4.43% | 5.4Mar 2010: 5.40% | 1.9Abr 2010: 1.93% | -2.7May 2010: -2.73% | -4.2Jun 2010: -4.19% | 3.6Jul 2010: 3.63% | -1.6Ago 2010: -1.61% | 3.6Sep 2010: 3.63% | 3.1Oct 2010: 3.14% | 6.5Nov 2010: 6.50% | 0.2Dic 2010: 0.22% | 17.5YTD 2010: 17.48% |
| 2009 | 8.8Ene 2009: 8.75% | -6.5Feb 2009: -6.50% | 4.2Mar 2009: 4.24% | 11.7Abr 2009: 11.66% | -0.9May 2009: -0.94% | -0.2Jun 2009: -0.18% | 3.6Jul 2009: 3.59% | -1.8Ago 2009: -1.80% | 1.4Sep 2009: 1.39% | -7.1Oct 2009: -7.11% | 1.5Nov 2009: 1.52% | 8.4Dic 2009: 8.44% | 23.4YTD 2009: 23.41% |
| 2008 | -8.1Ene 2008: -8.10% | -4.9Feb 2008: -4.90% | -1.0Mar 2008: -1.05% | 8.5Abr 2008: 8.51% | 3.0May 2008: 3.01% | -7.7Jun 2008: -7.72% | 2.3Jul 2008: 2.33% | 7.2Ago 2008: 7.23% | -13.1Sep 2008: -13.06% | -10.5Oct 2008: -10.47% | -11.3Nov 2008: -11.28% | -6.4Dic 2008: -6.43% | -36.7YTD 2008: -36.75% |
| 2007 | Ene 2007: sin datos | Feb 2007: sin datos | Mar 2007: sin datos | Abr 2007: sin datos | May 2007: sin datos | Jun 2007: sin datos | Jul 2007: sin datos | 1.0Ago 2007: 0.95% | 1.5Sep 2007: 1.47% | 5.4Oct 2007: 5.35% | -4.9Nov 2007: -4.91% | -1.9Dic 2007: -1.94% | 0.6YTD 2007: 0.63% |
Rendimiento Anualizado
| Métrica | 3M | 6M | 1A | 3A | 5A | 10A | Total |
|---|---|---|---|---|---|---|---|
| 17.31% | -7.87% | -4.13% | 8.19% | 2.26% | 13.37% | 12.72% | |
| 16.10% | 19.24% | 17.65% | 19.94% | 23.72% | 23.27% | 23.58% | |
| TAE | 16.25% | -8.92% | -5.36% | 6.14% | -0.53% | 10.84% | 10.11% |
Estadísticas de retornos
| Métrica | Mensual | Trimestral | Anual |
|---|---|---|---|
| 1.31% | 3.53% | 17.48% | |
| 0.93% | 2.86% | 12.67% | |
| 4.81% | 9.13% | 21.63% | |
| 63.16% | 67.11% | 78.95% | |
| 36.84% | 32.89% | 21.05% | |
| 14.98% | 26.89% | 35.47% | |
| -13.06% | -25.68% | -37.79% |
Estadísticas de riesgo
| Métrica | Mensual | Trimestral | Anual |
|---|---|---|---|
| -11.65% | -23.43% | -37.60% | |
| -12.23% | -25.68% | -37.79% | |
| -11.65% | -23.43% | -37.60% | |
| -0.31 | -0.63 | -1.32 | |
| 0.48 | 1.25 | 1.26 |
Estadísticas de caídas
| Métrica | Caída | Recuperación |
|---|---|---|
| -46.66% | 1209 días | |
| -29.33% | 403 días | |
| -4.34% | 31 días | |
| -2.18% | 6 días | |
| 6430 días (92.4%) | ||
Peores caídas
| Periodo | Caída | Recup. |
|---|---|---|
| #1 · oct 2007 → nov 2008 | -46.66% | 1209 días |
| #2 · nov 2021 → dic 2022 | -40.74% | 680 días |
| #3 · feb 2020 → mar 2020 | -31.15% | 88 días |
| #4 · dic 2024 → abr 2025 | -25.81% | En curso |
| #5 · dic 2015 → feb 2016 | -23.20% | 284 días |
| Banda | % tiempo | Días |
|---|---|---|
| 0 a -5% | 45.0% | 3130 días |
| -5% a -10% | 11.4% | 794 días |
| -10% a -20% | 20.4% | 1421 días |
| -20% a -30% | 12.8% | 890 días |
| -30% a -40% | 9.5% | 664 días |
| -40% a -50% | 0.8% | 59 días |
| ≤ -50% | 0.0% | 0 días |
Ratios Anualizados
| Métrica | 3M | 6M | 1A | 3A | 5A | 10A | Total |
|---|---|---|---|---|---|---|---|
| 1.08 | -0.41 | -0.23 | 0.41 | 0.10 | 0.57 | 0.54 | |
| 1.57 | -0.57 | -0.31 | 0.55 | 0.14 | 0.76 | 0.71 | |
| 3.22 | -0.65 | -0.31 | 0.24 | -0.01 | 0.27 | 0.22 | |
| 1.18 | 0.94 | 0.96 | 1.08 | 1.02 | 1.11 | 1.10 |
Sentimiento de la comunidad
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Comisiones
1.92%
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