Robeco BP Global Premium Equities
LU0203975437·Renta variable·1
+13,84 %
+8,73 %
16,62 %
-58,63 %
+6,83 %
+11,33 %
+21,35 %
+61,61 %
+83,24 %
2026
YTD13.84%
Ene2.7%
Feb3.8%
Mar-5.3%
Abr3.6%
May1.5%
Jun3.3%
Jul3.5%
Ago1.9%
Sep-1.6%
Oct—
Nov—
Dic—
fundtium.com
| Año | Ene | Feb | Mar | Abr | May | Jun | Jul | Ago | Sep | Oct | Nov | Dic | YTD |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2.7Ene 2026: 2.68% | 3.8Feb 2026: 3.78% | -5.3Mar 2026: -5.32% | 3.6Abr 2026: 3.58% | 1.5May 2026: 1.55% | 3.3Jun 2026: 3.34% | 3.5Jul 2026: 3.52% | 1.9Ago 2026: 1.85% | -1.6Sep 2026: -1.55% | Oct 2026: sin datos | Nov 2026: sin datos | Dic 2026: sin datos | 13.8YTD 2026: 13.84% |
| 2025 | 4.4Ene 2025: 4.43% | 3.3Feb 2025: 3.29% | -3.6Mar 2025: -3.60% | -2.3Abr 2025: -2.32% | 5.5May 2025: 5.52% | 0.3Jun 2025: 0.26% | 2.3Jul 2025: 2.27% | 0.3Ago 2025: 0.35% | 1.3Sep 2025: 1.34% | 2.4Oct 2025: 2.41% | 1.9Nov 2025: 1.90% | 1.1Dic 2025: 1.09% | 17.9YTD 2025: 17.89% |
| 2024 | 1.4Ene 2024: 1.43% | 2.7Feb 2024: 2.68% | 5.5Mar 2024: 5.53% | -1.7Abr 2024: -1.66% | 2.6May 2024: 2.62% | -1.8Jun 2024: -1.79% | 3.5Jul 2024: 3.46% | 0.7Ago 2024: 0.72% | -0.1Sep 2024: -0.09% | -1.6Oct 2024: -1.61% | 4.8Nov 2024: 4.80% | -2.2Dic 2024: -2.20% | 14.4YTD 2024: 14.39% |
| 2023 | 4.2Ene 2023: 4.22% | 1.6Feb 2023: 1.59% | -3.8Mar 2023: -3.82% | -0.6Abr 2023: -0.57% | -1.2May 2023: -1.24% | 3.8Jun 2023: 3.83% | 2.4Jul 2023: 2.40% | -1.7Ago 2023: -1.68% | 0.4Sep 2023: 0.37% | -4.1Oct 2023: -4.15% | 5.6Nov 2023: 5.61% | 3.7Dic 2023: 3.65% | 10.1YTD 2023: 10.09% |
| 2022 | 0.6Ene 2022: 0.62% | -0.0Feb 2022: -0.04% | -0.1Mar 2022: -0.12% | 0.1Abr 2022: 0.14% | 2.3May 2022: 2.28% | -8.1Jun 2022: -8.06% | 7.6Jul 2022: 7.64% | -2.3Ago 2022: -2.30% | -5.9Sep 2022: -5.92% | 11.1Oct 2022: 11.09% | 3.1Nov 2022: 3.11% | -5.1Dic 2022: -5.09% | 1.8YTD 2022: 1.75% |
| 2021 | 1.5Ene 2021: 1.50% | 5.8Feb 2021: 5.81% | 9.2Mar 2021: 9.17% | 0.2Abr 2021: 0.22% | 2.8May 2021: 2.75% | 0.2Jun 2021: 0.25% | -0.4Jul 2021: -0.36% | 1.8Ago 2021: 1.81% | -1.0Sep 2021: -0.99% | 3.0Oct 2021: 3.04% | -1.9Nov 2021: -1.95% | 5.5Dic 2021: 5.52% | 29.6YTD 2021: 29.61% |
| 2020 | -2.1Ene 2020: -2.15% | -9.2Feb 2020: -9.23% | -18.1Mar 2020: -18.08% | 9.2Abr 2020: 9.22% | 3.0May 2020: 3.04% | 0.5Jun 2020: 0.53% | -1.8Jul 2020: -1.77% | 2.7Ago 2020: 2.71% | -1.6Sep 2020: -1.64% | -1.3Oct 2020: -1.26% | 14.8Nov 2020: 14.77% | 2.9Dic 2020: 2.86% | -4.8YTD 2020: -4.78% |
| 2019 | 7.5Ene 2019: 7.50% | 2.8Feb 2019: 2.79% | 1.0Mar 2019: 1.03% | 3.5Abr 2019: 3.52% | -6.5May 2019: -6.48% | 4.3Jun 2019: 4.29% | 1.4Jul 2019: 1.41% | -1.3Ago 2019: -1.34% | 4.1Sep 2019: 4.13% | -0.2Oct 2019: -0.16% | 3.3Nov 2019: 3.32% | 0.5Dic 2019: 0.52% | 21.8YTD 2019: 21.75% |
| 2018 | 1.2Ene 2018: 1.17% | -2.1Feb 2018: -2.15% | -3.3Mar 2018: -3.29% | 2.6Abr 2018: 2.59% | 2.2May 2018: 2.19% | -0.8Jun 2018: -0.84% | 3.2Jul 2018: 3.18% | 1.2Ago 2018: 1.19% | 0.5Sep 2018: 0.53% | -5.2Oct 2018: -5.16% | 0.4Nov 2018: 0.37% | -10.2Dic 2018: -10.23% | -10.7YTD 2018: -10.73% |
| 2017 | -0.2Ene 2017: -0.23% | 4.4Feb 2017: 4.39% | -0.0Mar 2017: -0.00% | -0.5Abr 2017: -0.47% | -0.9May 2017: -0.88% | -1.3Jun 2017: -1.34% | -1.3Jul 2017: -1.33% | -1.3Ago 2017: -1.30% | 2.7Sep 2017: 2.70% | 4.3Oct 2017: 4.27% | -0.7Nov 2017: -0.66% | 0.7Dic 2017: 0.70% | 5.8YTD 2017: 5.77% |
| 2016 | -6.4Ene 2016: -6.38% | -1.2Feb 2016: -1.19% | 2.7Mar 2016: 2.71% | 0.7Abr 2016: 0.70% | 4.1May 2016: 4.13% | -1.7Jun 2016: -1.71% | 3.8Jul 2016: 3.76% | 1.8Ago 2016: 1.77% | -0.1Sep 2016: -0.13% | -1.7Oct 2016: -1.67% | 7.1Nov 2016: 7.11% | 2.2Dic 2016: 2.19% | 11.1YTD 2016: 11.14% |
| 2015 | 5.3Ene 2015: 5.31% | 7.2Feb 2015: 7.19% | 2.6Mar 2015: 2.57% | -0.5Abr 2015: -0.45% | 2.8May 2015: 2.79% | -3.4Jun 2015: -3.41% | 1.4Jul 2015: 1.39% | -7.0Ago 2015: -6.98% | -3.7Sep 2015: -3.69% | 7.0Oct 2015: 7.02% | 5.3Nov 2015: 5.32% | -4.8Dic 2015: -4.77% | 11.6YTD 2015: 11.55% |
| 2014 | -1.2Ene 2014: -1.23% | 2.5Feb 2014: 2.48% | 0.5Mar 2014: 0.54% | -1.5Abr 2014: -1.54% | 4.3May 2014: 4.31% | 0.7Jun 2014: 0.74% | 1.5Jul 2014: 1.51% | 3.6Ago 2014: 3.60% | 0.1Sep 2014: 0.06% | 2.0Oct 2014: 2.02% | 2.7Nov 2014: 2.67% | 1.7Dic 2014: 1.66% | 18.0YTD 2014: 17.98% |
| 2013 | 2.3Ene 2013: 2.27% | 5.3Feb 2013: 5.28% | 3.7Mar 2013: 3.70% | -0.5Abr 2013: -0.52% | 3.5May 2013: 3.49% | -1.9Jun 2013: -1.95% | 4.0Jul 2013: 4.02% | -2.2Ago 2013: -2.24% | 2.9Sep 2013: 2.88% | 4.2Oct 2013: 4.25% | 1.9Nov 2013: 1.93% | 1.8Dic 2013: 1.76% | 27.5YTD 2013: 27.52% |
| 2012 | 3.4Ene 2012: 3.36% | 3.2Feb 2012: 3.21% | 2.8Mar 2012: 2.81% | 0.1Abr 2012: 0.07% | -2.9May 2012: -2.86% | 1.5Jun 2012: 1.52% | 4.9Jul 2012: 4.92% | 0.7Ago 2012: 0.66% | 0.5Sep 2012: 0.52% | -1.9Oct 2012: -1.88% | 0.6Nov 2012: 0.64% | 0.8Dic 2012: 0.85% | 14.4YTD 2012: 14.44% |
| 2011 | -0.4Ene 2011: -0.40% | 2.9Feb 2011: 2.85% | -2.1Mar 2011: -2.06% | 0.1Abr 2011: 0.09% | 1.2May 2011: 1.25% | -2.2Jun 2011: -2.24% | 0.1Jul 2011: 0.13% | -7.9Ago 2011: -7.95% | -2.9Sep 2011: -2.89% | 8.8Oct 2011: 8.76% | 0.7Nov 2011: 0.72% | 3.4Dic 2011: 3.36% | 0.7YTD 2011: 0.74% |
| 2010 | -1.4Ene 2010: -1.42% | 2.7Feb 2010: 2.66% | 7.3Mar 2010: 7.28% | 2.5Abr 2010: 2.52% | -4.0May 2010: -3.96% | -2.6Jun 2010: -2.59% | -0.4Jul 2010: -0.44% | -0.7Ago 2010: -0.73% | 2.4Sep 2010: 2.43% | 2.2Oct 2010: 2.22% | 4.5Nov 2010: 4.51% | 5.5Dic 2010: 5.52% | 18.8YTD 2010: 18.80% |
| 2009 | 1.7Ene 2009: 1.67% | -8.0Feb 2009: -8.02% | -2.9Mar 2009: -2.94% | 14.0Abr 2009: 13.97% | 1.9May 2009: 1.85% | 1.5Jun 2009: 1.46% | 5.4Jul 2009: 5.44% | 5.1Ago 2009: 5.10% | 2.1Sep 2009: 2.08% | -0.7Oct 2009: -0.67% | -0.4Nov 2009: -0.44% | 7.1Dic 2009: 7.11% | 28.1YTD 2009: 28.10% |
| 2008 | -10.2Ene 2008: -10.20% | -0.7Feb 2008: -0.71% | -6.2Mar 2008: -6.15% | 5.5Abr 2008: 5.52% | 0.8May 2008: 0.81% | -11.8Jun 2008: -11.76% | -0.6Jul 2008: -0.65% | 5.1Ago 2008: 5.07% | -10.0Sep 2008: -9.96% | -7.9Oct 2008: -7.91% | -5.9Nov 2008: -5.86% | -5.8Dic 2008: -5.75% | -39.7YTD 2008: -39.69% |
| 2007 | 1.7Ene 2007: 1.65% | -2.4Feb 2007: -2.43% | 0.5Mar 2007: 0.47% | 2.9Abr 2007: 2.88% | 3.4May 2007: 3.38% | -1.6Jun 2007: -1.56% | -5.9Jul 2007: -5.88% | -0.9Ago 2007: -0.87% | 0.8Sep 2007: 0.85% | -0.7Oct 2007: -0.68% | -8.4Nov 2007: -8.42% | 0.1Dic 2007: 0.07% | -10.6YTD 2007: -10.65% |
| 2006 | 1.0Ene 2006: 1.04% | 3.5Feb 2006: 3.53% | -0.7Mar 2006: -0.66% | -0.8Abr 2006: -0.75% | -5.6May 2006: -5.59% | 1.5Jun 2006: 1.46% | 2.1Jul 2006: 2.12% | 1.7Ago 2006: 1.67% | 3.1Sep 2006: 3.09% | 3.1Oct 2006: 3.15% | -1.0Nov 2006: -0.96% | 3.3Dic 2006: 3.34% | 11.6YTD 2006: 11.63% |
| 2005 | 1.0Ene 2005: 0.98% | 3.0Feb 2005: 3.03% | -0.3Mar 2005: -0.33% | -3.3Abr 2005: -3.26% | 7.9May 2005: 7.88% | 5.6Jun 2005: 5.60% | 3.2Jul 2005: 3.16% | -1.3Ago 2005: -1.30% | 5.3Sep 2005: 5.26% | -4.3Oct 2005: -4.29% | 6.2Nov 2005: 6.18% | 1.9Dic 2005: 1.92% | 26.9YTD 2005: 26.85% |
Rendimiento Anualizado
| Métrica | 3M | 6M | 1A | 3A | 5A | 10A | Total |
|---|---|---|---|---|---|---|---|
| 26.76% | 22.27% | 20.37% | 16.81% | 13.09% | 11.22% | 9.88% | |
| 8.29% | 9.60% | 9.62% | 10.37% | 12.04% | 15.21% | 16.62% | |
| TAE | 29.97% | 23.74% | 21.37% | 17.18% | 12.88% | 10.29% | 8.73% |
Estadísticas de retornos
| Métrica | Mensual | Trimestral | Anual |
|---|---|---|---|
| 1.04% | 3.68% | 12.73% | |
| 0.78% | 2.41% | 9.91% | |
| 4.06% | 7.74% | 16.06% | |
| 62.07% | 71.26% | 81.82% | |
| 37.93% | 28.74% | 18.18% | |
| 14.77% | 17.78% | 29.61% | |
| -18.08% | -27.24% | -39.69% |
Estadísticas de riesgo
| Métrica | Mensual | Trimestral | Anual |
|---|---|---|---|
| -10.21% | -19.55% | -33.61% | |
| -13.36% | -27.24% | -39.69% | |
| -10.21% | -19.55% | -33.61% | |
| -0.54 | -0.91 | -1.47 | |
| 2.56 | 2.21 | 3.13 |
Estadísticas de caídas
| Métrica | Caída | Recuperación |
|---|---|---|
| -58.63% | 1520 días | |
| -22.46% | 340 días | |
| -3.44% | 32 días | |
| -1.63% | 7 días | |
| 7242 días (91.2%) | ||
Peores caídas
| Periodo | Caída | Recup. |
|---|---|---|
| #1 · jun 2007 → mar 2009 | -58.63% | 1520 días |
| #2 · feb 2020 → mar 2020 | -38.40% | 330 días |
| #3 · abr 2015 → feb 2016 | -22.88% | 286 días |
| #4 · oct 2018 → dic 2018 | -16.41% | 308 días |
| #5 · mar 2025 → abr 2025 | -13.70% | 43 días |
| Banda | % tiempo | Días |
|---|---|---|
| 0 a -5% | 56.0% | 4446 días |
| -5% a -10% | 12.7% | 1006 días |
| -10% a -20% | 10.7% | 852 días |
| -20% a -30% | 8.9% | 705 días |
| -30% a -40% | 7.1% | 563 días |
| -40% a -50% | 3.5% | 274 días |
| ≤ -50% | 1.2% | 94 días |
Ratios Anualizados
| Métrica | 3M | 6M | 1A | 3A | 5A | 10A | Total |
|---|---|---|---|---|---|---|---|
| 3.23 | 2.32 | 2.12 | 1.62 | 1.09 | 0.74 | 0.59 | |
| 5.26 | 4.03 | 3.24 | 2.05 | 1.40 | 0.87 | 0.74 | |
| 13.32 | 6.33 | 2.85 | 1.25 | 0.94 | 0.27 | 0.15 | |
| 1.71 | 1.47 | 1.41 | 1.32 | 1.20 | 1.15 | 1.12 |
Sentimiento de la comunidad
Vota para ver los resultados
Comisiones
1.46%
5.00%
0.00%
1.25%
0.00%
—
Pulso de la comunidad
En favoritos1
En carteras0
Peso medio—
Inversores—
Rating de la comunidad1 reseña
Transparencia5.0/5
Rendimiento4.0/5
Comisiones2.0/5