---
title: "Paradox Equity Fund — Análisis"
description: "Fondo Paradox Equity Fund (ISIN ES0168356006). Gestora: Welzia Management SGIIC."
url: "https://fundtium.com/fondos/paradox-equity-fund/analisis"
canonical_url: "https://fundtium.com/fondos/paradox-equity-fund/analisis"
type: "fund"
lang: "es"
isin: "ES0168356006"
currency: "EUR"
asset_class: "equity"
category: "Renta Variable Global"
subcategory: "Quant-Value"
ter: 0.0174
manager: "Welzia Management SGIIC"
manager_url: "https://fundtium.com/gestoras/welzia-management-sgiic.md"
rating_avg: 0
rating_count: 0
updated_at: "2026-04-28"
fundtium:tabs:
- "https://fundtium.com/fondos/paradox-equity-fund.md"
- "https://fundtium.com/fondos/paradox-equity-fund/analisis.md"
- "https://fundtium.com/fondos/paradox-equity-fund/opiniones.md"
- "https://fundtium.com/fondos/paradox-equity-fund/debate.md"
fundtium:share_classes: 1
---

# Paradox Equity Fund — Análisis

> [Fondos](https://fundtium.com/fondos) › [Welzia Management SGIIC](https://fundtium.com/gestoras/welzia-management-sgiic.md) › Paradox Equity Fund

Tabs: [Resumen](https://fundtium.com/fondos/paradox-equity-fund.md) · **Análisis** · [Reseñas](https://fundtium.com/fondos/paradox-equity-fund/opiniones.md) · [Debate](https://fundtium.com/fondos/paradox-equity-fund/debate.md)

## Contexto

| Campo | Valor |
| --- | --- |
| Clase analizada | A |
| ISIN clase | ES0168356006 |
| Divisa | EUR |
| Puntos NAV | 1298 |
| Primer NAV | 2021-02-15 |
| Último NAV | 2026-04-28 |


## Rentabilidad y riesgo

| Métrica | Valor |
| --- | --- |
| Rentabilidad anualizada | +7.06% |
| Volatilidad anualizada | 16.09% |
| Sharpe | 0.51 |
| Sortino | 0.70 |
| Calmar | 0.25 |
| Máxima caída | -27.78% |
| Mejor mes | +11.84% |
| Peor mes | -12.58% |
| % meses positivos | 0.58% |
| Media mes positivo | +3.94% |
| Media mes negativo | -3.60% |


### Retornos por ventana

| Ventana | Valor |
| --- | --- |
| 1M | +6.66% |
| 3M | +7.31% |
| 6M | +9.28% |
| YTD | +11.62% |
| 1Y | +15.06% |
| 3Y | +45.79% |
| 5Y | +43.64% |


## Caídas

| Métrica | Valor |
| --- | --- |
| Máxima caída | -27.78% |
| Caída media | -2.80% |
| Caída mediana | -0.74% |
| Caída peor 5% | -24.17% |
| % tiempo en caída | 94.05% |
| Recuperación máx. caída | 617 días |
| Recuperación media | 24 días |
| Recuperación mediana | 3 días |


## NAV (últimos 24 meses)

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

| Fecha | NAV | Monthly | YTD |
| --- | --- | --- | --- |
| 2024-04-29 | 12.3236 | — | — |
| 2024-05-29 | 12.1637 | — | — |
| 2024-06-26 | 12.7365 | — | — |
| 2024-07-24 | 12.8399 | — | — |
| 2024-08-21 | 13.0339 | — | — |
| 2024-09-18 | 13.2491 | — | — |
| 2024-10-17 | 14.1611 | — | — |
| 2024-11-14 | 14.5805 | — | — |
| 2024-12-17 | 14.5126 | — | — |
| 2025-01-21 | 14.5122 | — | — |
| 2025-02-18 | 14.5559 | — | — |
| 2025-03-19 | 13.2024 | — | — |
| 2025-04-17 | 12.2227 | — | — |
| 2025-05-21 | 13.1055 | — | — |
| 2025-06-19 | 12.6239 | — | — |
| 2025-07-17 | 12.7869 | — | — |
| 2025-08-14 | 12.8431 | — | — |
| 2025-09-11 | 13.0001 | — | — |
| 2025-10-09 | 12.9217 | — | — |
| 2025-11-06 | 12.7851 | — | — |
| 2025-12-05 | 12.7945 | — | — |
| 2026-01-08 | 13.0461 | — | — |
| 2026-02-05 | 13.1964 | — | — |
| 2026-03-05 | 13.9663 | — | — |
| 2026-04-02 | 13.7157 | — | — |