Fundtium

Comunidad/Cartera de gestión activa e indexación.

Cartera de gestión activa e indexación.

Manuel Ruiz·Moderada

Resumen Análisis Trackrecord Reseñas Debate

Foco del análisis

+9,43 %

+11,23 %

7,91 %

-12,67 %

+5,20 %

+10,72 %

+28,33 %

+51,60 %

2022

YTD0.30%

Ene-0.3%

Feb-0.4%

Mar3.5%

Abr-0.0%

May-0.9%

Jun-5.7%

Jul5.4%

Ago0.1%

Sep-4.5%

Oct3.4%

Nov3.7%

Dic-3.4%

2023

YTD13.20%

Ene4.6%

Feb-0.8%

Mar-0.6%

Abr-0.2%

May0.6%

Jun1.9%

Jul3.3%

Ago-0.4%

Sep-0.1%

Oct-2.4%

Nov3.8%

Dic3.0%

2024

YTD12.51%

Ene-0.2%

Feb1.4%

Mar3.1%

Abr-0.0%

May1.8%

Jun0.9%

Jul1.5%

Ago-0.6%

Sep1.3%

Oct0.1%

Nov3.1%

Dic-0.5%

2025

YTD12.12%

Ene2.2%

Feb-0.6%

Mar-3.6%

Abr-2.9%

May4.6%

Jun1.5%

Jul2.9%

Ago1.1%

Sep2.8%

Oct2.6%

Nov0.2%

Dic1.0%

2026

YTD9.43%

Ene4.0%

Feb3.6%

Mar-3.0%

Abr4.8%

May-0.0%

Jun—

Jul—

Ago—

Sep—

Oct—

Nov—

Dic—

Año	Ene	Feb	Mar	Abr	May	Jun	Jul	Ago	Sep	Oct	Nov	Dic	YTD
2022	-0.3Ene 2022: -0.30%	-0.4Feb 2022: -0.41%	3.5Mar 2022: 3.48%	-0.0Abr 2022: -0.01%	-0.9May 2022: -0.86%	-5.7Jun 2022: -5.66%	5.4Jul 2022: 5.42%	0.1Ago 2022: 0.10%	-4.5Sep 2022: -4.49%	3.4Oct 2022: 3.43%	3.7Nov 2022: 3.70%	-3.4Dic 2022: -3.45%	0.3YTD 2022: 0.30%
2023	4.6Ene 2023: 4.61%	-0.8Feb 2023: -0.76%	-0.6Mar 2023: -0.63%	-0.2Abr 2023: -0.25%	0.6May 2023: 0.58%	1.9Jun 2023: 1.93%	3.3Jul 2023: 3.34%	-0.4Ago 2023: -0.40%	-0.1Sep 2023: -0.10%	-2.4Oct 2023: -2.39%	3.8Nov 2023: 3.82%	3.0Dic 2023: 2.97%	13.2YTD 2023: 13.20%
2024	-0.2Ene 2024: -0.16%	1.4Feb 2024: 1.40%	3.1Mar 2024: 3.14%	-0.0Abr 2024: -0.03%	1.8May 2024: 1.84%	0.9Jun 2024: 0.91%	1.5Jul 2024: 1.50%	-0.6Ago 2024: -0.62%	1.3Sep 2024: 1.26%	0.1Oct 2024: 0.11%	3.1Nov 2024: 3.11%	-0.5Dic 2024: -0.53%	12.5YTD 2024: 12.51%
2025	2.2Ene 2025: 2.24%	-0.6Feb 2025: -0.62%	-3.6Mar 2025: -3.55%	-2.9Abr 2025: -2.91%	4.6May 2025: 4.62%	1.5Jun 2025: 1.54%	2.9Jul 2025: 2.86%	1.1Ago 2025: 1.12%	2.8Sep 2025: 2.75%	2.6Oct 2025: 2.58%	0.2Nov 2025: 0.18%	1.0Dic 2025: 0.99%	12.1YTD 2025: 12.12%
2026	4.0Ene 2026: 4.02%	3.6Feb 2026: 3.56%	-3.0Mar 2026: -3.03%	4.8Abr 2026: 4.78%	-0.0May 2026: -0.02%	Jun 2026: sin datos	Jul 2026: sin datos	Ago 2026: sin datos	Sep 2026: sin datos	Oct 2026: sin datos	Nov 2026: sin datos	Dic 2026: sin datos	9.4YTD 2026: 9.43%

Información general

UsuarioManuel Ruiz

EUR

EstrategiaModerada

+0.94%

16/7/2021

Diaria

€166.52

Última actualización4 may 2026

Datos clave

Rentabilidad YTD+7.30%

Retorno total+66.52%

TIR+11.23%

Volatilidad+7.91%

Máxima caída-12.67%

Sharpe+1.34

Pulso de la comunidad

Guardada por0

VisibilidadPública

Distribución por Categorías

Renta Variable Global

47.31%

Renta Fija EU Mixta

18.53%

Corto Plazo

9.46%

Mixto Defensivo Global

8.34%

Renta Variable Emergente

6.90%

Renta Variable Sector Tecnológico

5.42%

Renta Fija

4.04%

Distribución por Clase de Activo

Renta Variable

59.63%

Renta Fija

32.03%

Mixto

8.34%