Fundtium

Comunidad/Cartera de Disciplina Industrial y Valor

Cartera de Disciplina Industrial y Valor

Javier Montoya·Moderada

Resumen Análisis Trackrecord Reseñas Debate

Foco del análisis

+4,65 %

+10,47 %

7,16 %

-9,85 %

+2,29 %

+8,20 %

+20,42 %

+48,10 %

2022

YTD4.73%

Ene1.6%

Feb-0.8%

Mar2.2%

Abr0.8%

May2.3%

Jun-6.0%

Jul2.6%

Ago-0.6%

Sep-5.1%

Oct5.8%

Nov3.9%

Dic-1.5%

2023

YTD10.76%

Ene5.0%

Feb1.0%

Mar-2.2%

Abr0.6%

May-0.9%

Jun2.5%

Jul2.6%

Ago0.1%

Sep0.1%

Oct-2.5%

Nov2.7%

Dic1.3%

2024

YTD11.19%

Ene1.0%

Feb0.3%

Mar3.5%

Abr0.8%

May2.2%

Jun-1.6%

Jul1.5%

Ago0.4%

Sep1.2%

Oct-1.1%

Nov1.7%

Dic0.8%

2025

YTD19.57%

Ene2.5%

Feb1.7%

Mar-0.6%

Abr0.9%

May4.9%

Jun0.7%

Jul1.5%

Ago1.4%

Sep0.9%

Oct0.4%

Nov1.4%

Dic2.4%

2026

YTD4.65%

Ene2.5%

Feb3.9%

Mar-4.7%

Abr3.2%

May—

Jun—

Jul—

Ago—

Sep—

Oct—

Nov—

Dic—

Año	Ene	Feb	Mar	Abr	May	Jun	Jul	Ago	Sep	Oct	Nov	Dic	YTD
2022	1.6Ene 2022: 1.57%	-0.8Feb 2022: -0.78%	2.2Mar 2022: 2.25%	0.8Abr 2022: 0.79%	2.3May 2022: 2.35%	-6.0Jun 2022: -5.97%	2.6Jul 2022: 2.62%	-0.6Ago 2022: -0.62%	-5.1Sep 2022: -5.11%	5.8Oct 2022: 5.81%	3.9Nov 2022: 3.86%	-1.5Dic 2022: -1.47%	4.7YTD 2022: 4.73%
2023	5.0Ene 2023: 5.03%	1.0Feb 2023: 1.01%	-2.2Mar 2023: -2.17%	0.6Abr 2023: 0.63%	-0.9May 2023: -0.93%	2.5Jun 2023: 2.49%	2.6Jul 2023: 2.60%	0.1Ago 2023: 0.14%	0.1Sep 2023: 0.10%	-2.5Oct 2023: -2.45%	2.7Nov 2023: 2.73%	1.3Dic 2023: 1.34%	10.8YTD 2023: 10.76%
2024	1.0Ene 2024: 1.02%	0.3Feb 2024: 0.31%	3.5Mar 2024: 3.51%	0.8Abr 2024: 0.78%	2.2May 2024: 2.19%	-1.6Jun 2024: -1.58%	1.5Jul 2024: 1.45%	0.4Ago 2024: 0.37%	1.2Sep 2024: 1.24%	-1.1Oct 2024: -1.07%	1.7Nov 2024: 1.70%	0.8Dic 2024: 0.83%	11.2YTD 2024: 11.19%
2025	2.5Ene 2025: 2.49%	1.7Feb 2025: 1.73%	-0.6Mar 2025: -0.61%	0.9Abr 2025: 0.92%	4.9May 2025: 4.90%	0.7Jun 2025: 0.71%	1.5Jul 2025: 1.53%	1.4Ago 2025: 1.35%	0.9Sep 2025: 0.94%	0.4Oct 2025: 0.36%	1.4Nov 2025: 1.39%	2.4Dic 2025: 2.40%	19.6YTD 2025: 19.57%
2026	2.5Ene 2026: 2.47%	3.9Feb 2026: 3.87%	-4.7Mar 2026: -4.73%	3.2Abr 2026: 3.20%	May 2026: sin datos	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	4.6YTD 2026: 4.65%

Información general

UsuarioJavier Montoya

EUR

EstrategiaModerada

+0.99%

10/6/2021

Diaria

€162.57

Última actualización29 abr 2026

Datos clave

Rentabilidad YTD+4.36%

Retorno total+62.57%

TIR+10.47%

Volatilidad+7.16%

Máxima caída-9.85%

Sharpe+1.38

Pulso de la comunidad

Guardada por0

VisibilidadPública

Distribución por Categorías

Corto Plazo

30.00%

Renta Variable

25.00%

Renta Variable Global

25.00%

Renta Variable Europea

20.00%

Distribución por Clase de Activo

Renta Variable

70.00%

Renta Fija

30.00%