"Gracias plumilla, Díos te pagará con otro hijo." Prefiero que me deje escoger el premio... :-)
La preservación de capital no es exactamente la volatilidad; es la relación entre rentabilidad y riesgo. Para cada criterio, las puntuaciones del 1 al 5 sitúan a los mejores fondos en el quintil 5, y a los peores en el 1.
Como tú no tienes problemas con el idioma de la pérf… Albión, esto te lo explica mejor:
Lipper Leader for Consistent Return
A Lipper Leader for Consistent Return is a fund that has provided superior consistency and risk-adjusted returns when compared to a group of similar funds. Lipper Leaders for Consistent Return may be the best fit for investors who value a fund's year-to-year consistency relative to other funds in a particular peer group. Investors are cautioned that some peer groups are inherently more volatile than others, and even Lipper Leaders for Consistent Return in the most volatile groups may not be well suited to shorter-term goals or less risk-tolerant investors.
Lipper Leader for Expense
A Lipper Leader for Expense is a fund that has successfully managed to keep its expenses low relative to its peers and within its load structure. Lipper Leaders for Expense may be the best fit for investors who want to minimize their total cost, and can be used in conjunction with Total Return or Consistent Return to identify funds with above-average performance and lower-than-average cost.
Lipper Leader for Preservation
A Lipper Leader for Preservation is a fund that has demonstrated a superior ability to preserve capital in a variety of markets when compared with its asset class - Equity, Mixed Equity, or Fixed Income funds. Choosing a Lipper Leader for Preservation may help to minimize downside risk, relative to other fund choices in the same asset class. Investors are cautioned that Equity funds have historically been more volatile than Mixed Equity or Fixed Income funds, and that even Lipper Leaders for Preservation in more volatile asset classes may not be well-suited to shorter-term goals or less risktolerant investors.
Lipper Leader for Total Return
A Lipper Leader for Total Return is a fund that has provided superior total returns over the past three years when compared to a group of similar funds. Lipper Leaders for Total Return may be the best fit for investors who want the best return, without looking at risk. This measure alone may not be suitable for investors who want to avoid downside risk. For more riskaverse investors, the Total Return measure can be used with either Preservation and/or Consistent Return to make a riskreturn tradeoff decision.
http://www.lipperweb.com/Support/Glossary.aspx
Saludos y que Dios reparta suerte (y sobre todo cordura) en la Diada, que falta hace.
