COMPARATIVA DE RENTABILIDAD HISTORICA DE BESTINVER Y OTRAS GESTORAS.

BESTINVER (1)

FAILHORME

THE YACKTMAN

Berkshire Hathaway

CARMIGNAC (2)
Ed. Carmignac

AO

Fco. Gar. Parames

Bruce Berkowitz

Donal Yacktman

Warren Buffet

2.000

13,03%

46,54%

25,28%

6,50%

15,83%

2.001

20,47%

6,18%

17,48%

-6,20%

-26,07%

2.002

8,17%

-1,58%

9,51%

10,00%

3,72%

2.003

38,20%

23,96%

36,13%

21,00%

22,66%

2.004

29,89%

24,93%

6,58%

10,05%

1,94%

2.005

28,53%

13,74%

3,76%

6,40%

49,14%

2.006

26,70%

16,71%

14,33%

18,40%

10,63%

2.007

-2,23%

12,35%

-3,01%

11,00%

19,32%

2.008

-42,14%

-29,70%

-30,87%

-9,60%

-29,88%

10

2.009

60,20%

39,01%

75,00%

19,80%

42,58%

11

2.010

19,22%

25,50%

16,57%

13,00%

15,76%

200%

178%

171%

100%

126%

18,19%

16,15%

15,52%

9,12%

11,42%

BESTINVER

FAILHORME

THE YACKTMAN

Berkshire Hathaway

CARMIGNAC

Fco. Gar. Parames

Bruce Berkowitz

Donal Yacktman

Warren Buffet

Ed. Carmignac

RTB. TOTAL:
Rtb. Media anual:

(1) Rengabilidad del fondo BESTINFOND.

(2) Rengabilidad del fondo CARMIGNAC INVESTISEMENT A.

AO

INVERSION INICIAL:

300.000,00

300.000,00

300.000,00

300.000,00

300.000,00

2.000

339.090,00

439.620,00

375.840,00

319.500,00

347.490,00

2.001

408.501,72

466.788,52

441.536,83

299.691,00

256.899,36

2.002

441.876,31

459.413,26

483.526,98

329.660,10

266.456,01

2.003

610.673,07

569.488,67

658.225,28

398.888,72

326.834,95

2.004

793.203,24

711.462,20

701.536,51

438.977,04

333.175,54

2.005

1.019.504,13

809.217,11

727.914,28

467.071,57

496.898,01

2.006

1.291.711,73

944.437,29

832.224,40

553.012,74

549.718,26

2.007

1.262.906,56

1.061.075,29

807.174,44

613.844,14

655.923,83

2.008

730.717,74

745.935,93

557.999,69

554.915,10

459.933,79

10

2.009

1.170.609,81

1.036.925,53

976.499,46

664.788,29

655.773,60

11

2.010

1.395.601,02

1.301.341,55

1.138.305,42

751.210,77

759.123,52

1.395.601,02

1.301.341,55

1.138.305,42

751.210,77

759.123,52

365%

334%

279%

B A.I. TOTAL:

1.095.601,02

1.001.341,55

B anual (%):

33%

30%

CAPITAL FINAL:

B MEDIO ANUAL:
B MEDIO MENSUAL:

838.305,42
25%

150%
451.210,77
14%

153%
459.123,52
14%

99.600,09

91.031,05

76.209,58

41.019,16

41.738,50

8.300,01

7.585,92

6.350,80

3.418,26

3.478,21