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 27.0K 7.3K N/A
B 20.9K 426 N/A
I-APV 12.3K 585 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 2.54% 6.05% 4.81 -0.28% -0.77% 44.31 15/04/2026
A 3M 2.55% 5.46% 1.27 -0.63% -1.94% 6.17 15/04/2026
A 6M 3.59% 5.3% 0.62 -0.63% -2.05% 4.06 15/04/2026
A 12M 13.6% 4.84% 2.03 -0.46% -2.05% 7.24 15/04/2026
A 36M 39.33% 5.6% 1.26 -0.51% -4.65% 2.59 15/04/2026
A 24M 18.46% 5.28% 0.8 -0.51% -4.65% 1.98 15/04/2026
B 1M 2.56% 6.06% 4.88 -0.28% -0.77% 44.94 15/04/2026
B 3M 2.62% 5.46% 1.33 -0.63% -1.92% 6.39 15/04/2026
B 6M 3.73% 5.3% 0.68 -0.63% -2.04% 4.22 15/04/2026
B 12M 13.89% 4.84% 2.1 -0.46% -2.04% 7.42 15/04/2026
B 36M 40.42% 5.6% 1.31 -0.5% -4.6% 2.68 15/04/2026
B 24M 19.08% 5.28% 0.85 -0.51% -4.6% 2.07 15/04/2026
I-APV 1M 2.61% 6.06% 5.0 -0.28% -0.76% 46.17 15/04/2026
I-APV 3M 2.74% 5.46% 1.44 -0.63% -1.89% 6.82 15/04/2026
I-APV 6M 3.98% 5.3% 0.79 -0.62% -2.03% 4.53 15/04/2026
I-APV 12M 14.47% 4.84% 2.22 -0.46% -2.03% 7.76 15/04/2026
I-APV 36M 42.55% 5.61% 1.41 -0.5% -4.5% 2.87 15/04/2026
I-APV 24M 20.27% 5.29% 0.96 -0.5% -4.5% 2.24 15/04/2026
N 1M 0.44% 6.69% 0.2 -0.68% -2.08% 3.05 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 23.61% 5.77% 0.42 -0.52% -6.4% 1.16 26/11/2025
N 24M 22.52% 5.55% 1.06 -0.51% -4.99% 2.18 26/11/2025