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 38.1K 7.5K N/A
B 24.9K 474 N/A
I-APV 13.8K 596 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 1.67% 6.84% 2.68 -0.51% -0.83% 28.0 15/07/2026
A 3M 4.53% 5.65% 3.25 -0.51% -0.83% 27.99 15/07/2026
A 6M 7.2% 5.56% 2.25 -0.51% -1.94% 9.05 15/07/2026
A 12M 12.87% 5.25% 1.71 -0.51% -2.05% 6.83 15/07/2026
A 36M 39.94% 5.61% 1.37 -0.51% -4.65% 2.73 15/07/2026
A 24M 23.13% 5.41% 1.25 -0.51% -4.65% 2.53 15/07/2026
B 1M 1.69% 6.85% 2.73 -0.5% -0.83% 28.45 15/07/2026
B 3M 4.6% 5.65% 3.31 -0.5% -0.83% 28.44 15/07/2026
B 6M 7.34% 5.57% 2.31 -0.51% -1.92% 9.3 15/07/2026
B 12M 13.16% 5.25% 1.77 -0.51% -2.04% 7.01 15/07/2026
B 36M 41.03% 5.61% 1.42 -0.51% -4.6% 2.82 15/07/2026
B 24M 23.77% 5.41% 1.3 -0.51% -4.6% 2.62 15/07/2026
I-APV 1M 1.73% 6.85% 2.82 -0.5% -0.83% 29.32 15/07/2026
I-APV 3M 4.73% 5.65% 3.42 -0.5% -0.83% 29.31 15/07/2026
I-APV 6M 7.6% 5.57% 2.42 -0.51% -1.89% 9.79 15/07/2026
I-APV 12M 13.73% 5.25% 1.89 -0.51% -2.03% 7.34 15/07/2026
I-APV 36M 43.16% 5.61% 1.53 -0.5% -4.5% 3.02 15/07/2026
I-APV 24M 25.01% 5.41% 1.41 -0.51% -4.5% 2.81 15/07/2026
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