---
title: "Indépendance AM Europe Small — Análisis"
description: "Fondo Indépendance AM Europe Small (ISIN LU1832174962). Gestora: Indépendance AM."
url: "https://fundtium.com/fondos/independance-am-europe-small/analisis"
canonical_url: "https://fundtium.com/fondos/independance-am-europe-small/analisis"
type: "fund"
lang: "es"
isin: "LU1832174962"
currency: "EUR"
asset_class: "equity"
category: "Small Cap Europa"
ter: 0.0211
manager: "Indépendance AM"
manager_url: "https://fundtium.com/gestoras/independance-am.md"
rating_avg: 0
rating_count: 0
updated_at: "2026-08-05"
fundtium:tabs:
- "https://fundtium.com/fondos/independance-am-europe-small.md"
- "https://fundtium.com/fondos/independance-am-europe-small/analisis.md"
- "https://fundtium.com/fondos/independance-am-europe-small/opiniones.md"
- "https://fundtium.com/fondos/independance-am-europe-small/debate.md"
fundtium:share_classes: 2
---

# Indépendance AM Europe Small — Análisis

> [Fondos](https://fundtium.com/fondos) › [Indépendance AM](https://fundtium.com/gestoras/independance-am.md) › Indépendance AM Europe Small

Tabs: [Resumen](https://fundtium.com/fondos/independance-am-europe-small.md) · **Análisis** · [Reseñas](https://fundtium.com/fondos/independance-am-europe-small/opiniones.md) · [Debate](https://fundtium.com/fondos/independance-am-europe-small/debate.md)

## Contexto

| Campo | Valor |
| --- | --- |
| Clase analizada | Retail EUR |
| ISIN clase | LU1832174962 |
| Divisa | EUR |
| Puntos NAV | 1516 |
| Primer NAV | 2018-06-13 |
| Último NAV | 2026-08-05 |


## Rentabilidad y riesgo

| Métrica | Valor |
| --- | --- |
| Rentabilidad anualizada | +11.73% |
| Volatilidad anualizada | 20.72% |
| Sharpe | 0.83 |
| Sortino | 0.86 |
| Calmar | 0.28 |
| Máxima caída | -41.32% |
| Mejor mes | +17.62% |
| Peor mes | -25.84% |
| % meses positivos | 0.63% |
| Media mes positivo | +4.28% |
| Media mes negativo | -4.26% |


### Retornos por ventana

| Ventana | Valor |
| --- | --- |
| 1M | -1.22% |
| 3M | +3.63% |
| 6M | +5.09% |
| YTD | +9.95% |
| 1Y | +18.48% |
| 3Y | +76.64% |
| 5Y | +90.56% |


## Caídas

| Métrica | Valor |
| --- | --- |
| Máxima caída | -41.32% |
| Caída media | -5.12% |
| Caída mediana | -2.20% |
| Caída peor 5% | -32.58% |
| % tiempo en caída | 89.55% |
| Recuperación máx. caída | 336 días |
| Recuperación media | 38 días |
| Recuperación mediana | 7 días |


## NAV (últimos 24 meses)

_Muestra de 25 puntos. Serie completa en la [versión HTML](https://fundtium.com/fondos/independance-am-europe-small/analisis)._

| Fecha | NAV | Monthly | YTD |
| --- | --- | --- | --- |
| 2024-08-05 | 144.9500 | — | — |
| 2024-09-03 | 148.8300 | — | — |
| 2024-10-01 | 150.0900 | — | — |
| 2024-10-29 | 147.2400 | — | — |
| 2024-11-27 | 144.8200 | — | — |
| 2024-12-30 | 151.0500 | — | — |
| 2025-01-28 | 154.9600 | — | — |
| 2025-02-25 | 163.6200 | — | — |
| 2025-03-25 | 174.2200 | — | — |
| 2025-04-24 | 170.1400 | — | — |
| 2025-05-26 | 194.5300 | — | — |
| 2025-06-26 | 198.3800 | — | — |
| 2025-07-29 | 206.9700 | — | — |
| 2025-08-27 | 210.8700 | — | — |
| 2025-09-25 | 210.1900 | — | — |
| 2025-10-23 | 216.6300 | — | — |
| 2025-11-20 | 208.7900 | — | — |
| 2025-12-18 | 218.6200 | — | — |
| 2026-01-21 | 227.9300 | — | — |
| 2026-02-18 | 243.7300 | — | — |
| 2026-03-18 | 229.9900 | — | — |
| 2026-04-17 | 240.8300 | — | — |
| 2026-05-19 | 233.9100 | — | — |
| 2026-06-17 | 249.9900 | — | — |
| 2026-07-16 | 242.5300 | — | — |