---
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: "2026-06-15"
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 | 1480 |
| Primer NAV | 2018-06-13 |
| Último NAV | 2026-06-15 |


## Rentabilidad y riesgo

| Métrica | Valor |
| --- | --- |
| Rentabilidad anualizada | +12.09% |
| Volatilidad anualizada | 20.88% |
| Sharpe | 0.85 |
| Sortino | 0.88 |
| Calmar | 0.29 |
| Máxima caída | -41.32% |
| Mejor mes | +17.62% |
| Peor mes | -25.84% |
| % meses positivos | 0.64% |
| Media mes positivo | +4.33% |
| Media mes negativo | -4.32% |


### Retornos por ventana

| Ventana | Valor |
| --- | --- |
| 1M | +4.77% |
| 3M | +9.21% |
| 6M | +14.23% |
| YTD | +11.07% |
| 1Y | +27.42% |
| 3Y | +77.65% |
| 5Y | +100.94% |


## Caídas

| Métrica | Valor |
| --- | --- |
| Máxima caída | -41.32% |
| Caída media | -5.16% |
| Caída mediana | -2.15% |
| Caída peor 5% | -32.58% |
| % tiempo en caída | 89.40% |
| 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 |
| --- | --- | --- | --- |
| 2024-06-17 | 152.7800 | — | — |
| 2024-07-15 | 157.7600 | — | — |
| 2024-08-12 | 149.1500 | — | — |
| 2024-09-10 | 146.0700 | — | — |
| 2024-10-08 | 150.2300 | — | — |
| 2024-11-06 | 145.5100 | — | — |
| 2024-12-04 | 149.1000 | — | — |
| 2025-01-07 | 155.4000 | — | — |
| 2025-02-04 | 156.1900 | — | — |
| 2025-03-04 | 165.0800 | — | — |
| 2025-04-01 | 172.1800 | — | — |
| 2025-05-02 | 179.7900 | — | — |
| 2025-06-03 | 197.8200 | — | — |
| 2025-07-03 | 201.9800 | — | — |
| 2025-08-05 | 208.2900 | — | — |
| 2025-09-03 | 206.3300 | — | — |
| 2025-10-02 | 214.0600 | — | — |
| 2025-10-30 | 215.6600 | — | — |
| 2025-11-27 | 213.2500 | — | — |
| 2025-12-30 | 224.0800 | — | — |
| 2026-01-28 | 235.8400 | — | — |
| 2026-02-25 | 244.7400 | — | — |
| 2026-03-25 | 223.9700 | — | — |
| 2026-04-24 | 233.8700 | — | — |
| 2026-05-27 | 243.4500 | — | — |