BALANCEADO ESTRATÉGI

RUN: 8336-4 | Administradora: ADMINISTRADORA GENERAL DE FONDOS SECURITY S.A. | Moneda: 💰 Pesos Chilenos

CLP
📋 Información General
RUN:
8336-4
Nombre:
BALANCEADO ESTRATÉGI
Administradora:
ADMINISTRADORA GENERAL DE FONDOS SECURITY S.A.
Tipo:
6.0
Moneda:
CLP
Creado:
20/07/2025
📊 Resumen

4

Series Disponibles

24

Métricas Calculadas

📈 Series del Fondo
🎯 Filtro de Calidad Solo series con ≥100 partícipes
Serie Patrimonio Partícipes Última Actualización Acciones
A 44.4K 7.6K N/A
B 28.1K 511 N/A
I-APV 14.5K 604 N/A
N 1.4K 6.6K N/A
🎯 Métricas Financieras Recientes
SERIE PERÍODO RENTABILIDAD VOLATILIDAD SHARPE VaR 95% MAX DD CALMAR FECHA CÁLCULO
A 1M 2.31% 4.54% 7.18 -0.36% -0.6% 62.37 31/08/2026
A 3M 4.01% 5.72% 2.7 -0.49% -1.46% 13.95 31/08/2026
A 6M 9.06% 5.49% 3.08 -0.51% -1.46% 14.96 31/08/2026
A 12M 11.76% 5.25% 1.57 -0.51% -2.05% 6.47 31/08/2026
A 36M 41.54% 5.53% 1.41 -0.51% -4.65% 2.75 31/08/2026
A 24M 23.68% 5.37% 1.31 -0.51% -4.65% 2.59 31/08/2026
B 1M 2.33% 4.55% 7.26 -0.36% -0.6% 63.48 31/08/2026
B 3M 4.08% 5.73% 2.75 -0.49% -1.46% 14.22 31/08/2026
B 6M 9.2% 5.49% 3.14 -0.5% -1.46% 15.24 31/08/2026
B 12M 12.05% 5.25% 1.63 -0.51% -2.04% 6.65 31/08/2026
B 36M 42.65% 5.54% 1.46 -0.51% -4.6% 2.85 31/08/2026
B 24M 24.33% 5.37% 1.36 -0.51% -4.6% 2.68 31/08/2026
I-APV 1M 2.38% 4.55% 7.4 -0.36% -0.59% 65.69 31/08/2026
I-APV 3M 4.21% 5.73% 2.86 -0.49% -1.45% 14.73 31/08/2026
I-APV 6M 9.48% 5.5% 3.25 -0.5% -1.45% 15.78 31/08/2026
I-APV 12M 12.61% 5.26% 1.74 -0.51% -2.03% 6.98 31/08/2026
I-APV 36M 44.81% 5.54% 1.57 -0.5% -4.5% 3.04 31/08/2026
I-APV 24M 25.57% 5.37% 1.47 -0.5% -4.5% 2.87 31/08/2026
N 1M 0.32% 6.84% 0.03 -0.68% -2.08% 2.49 26/11/2025
N 3M 1.78% 5.2% 0.44 -0.61% -2.08% 3.51 26/11/2025
N 6M 6.72% 4.61% 1.91 -0.46% -2.08% 6.62 26/11/2025
N 12M 6.72% 5.54% 0.32 -0.55% -4.99% 1.36 26/11/2025
N 36M 23.95% 5.78% 0.42 -0.52% -6.14% 1.21 26/11/2025
N 24M 22.74% 5.56% 1.06 -0.51% -4.99% 2.18 26/11/2025