BTG Pactual Hedge

O fundo tem como objetivo obter ganhos de capital através de operações nos mercados de juros, câmbio, ações, commodities e dívida, utilizando-se dos instrumentos disponíveis tanto nos mercados à vista quanto nos mercados de derivativos, atuando a partir de estratégias de investimento baseadas em cenários macroeconômicos de médio e longo prazos.

Detalhes:

Tipo de Fundo:

Gestora: BTG Pactual Asset Management

CNPJ do fundo: 00.888.897/0001-31

Posição no ranking da categoria: 2º colocado

Gráfico de Retorno

Indicadores Quantitativos

Levando em conta o último mês "fechado".

Retorno Anualizado
12 meses: 14.8%24 meses: 13.2%36 meses: 12.6%48 meses: 13%
Volatilidade
12 meses: 1.7%24 meses: 1.4%36 meses: 1.2%
Retorno ajustado a risco
Sharpe 12 meses: 0.337Sortino 12 meses: 0.395Calmar 12 meses: 1.464Sharpe 36 meses: 0.153

Retornos Mensais

    JAN FEV MAR ABR MAI JUN JUL AGO SET OUT NOV DEZ ANUAL
Ano Nome                          
2026 Fundo 1.21% 1.14% 0.97% 1.24% 1.32% 1.00% 0.90% 1.35% 1.06% 0.00% 0.00% 0.00% 10.66%
CDI 1.11% 1.00% 1.21% 1.09% 1.07% 1.12% 1.21% 1.04% 1.08% 0.00% 0.00% 0.00% 10.39%
diferença 0.10% 0.14% -0.24% 0.15% 0.25% -0.12% -0.31% 0.31% -0.02% 0.00% 0.00% 0.00% 0.28%
2025 Fundo 0.88% 1.31% 1.17% 1.02% 0.98% 0.70% 1.43% 1.22% 0.84% 1.03% 1.51% 1.09% 14.02%
CDI 1.01% 0.98% 0.96% 1.06% 1.14% 1.10% 1.28% 1.16% 1.22% 1.28% 1.05% 1.22% 14.32%
diferença -0.13% 0.33% 0.20% -0.03% -0.16% -0.40% 0.15% 0.06% -0.38% -0.24% 0.46% -0.12% -0.30%
2024 Fundo 1.18% 1.04% 0.71% 0.32% 0.96% 0.69% 1.32% 0.60% 0.93% 0.87% 0.72% 0.77% 10.59%
CDI 0.97% 0.80% 0.83% 0.89% 0.83% 0.79% 0.91% 0.87% 0.84% 0.93% 0.79% 0.93% 10.88%
diferença 0.22% 0.24% -0.13% -0.57% 0.13% -0.10% 0.41% -0.26% 0.09% -0.06% -0.07% -0.16% -0.29%
2023 Fundo 1.28% 0.21% 1.36% 0.94% 1.72% 1.47% 1.88% 1.31% 0.40% 0.80% 1.40% 1.23% 14.92%
CDI 1.12% 0.92% 1.17% 0.92% 1.12% 1.07% 1.07% 1.14% 0.97% 1.00% 0.92% 0.89% 13.04%
diferença 0.16% -0.71% 0.18% 0.02% 0.59% 0.40% 0.81% 0.17% -0.57% -0.19% 0.48% 0.34% 1.88%
2022 Fundo 2.16% 0.94% 1.63% 1.54% 1.82% 0.64% 0.98% 1.18% 1.28% 1.24% 0.81% 1.04% 16.35%
CDI 0.73% 0.76% 0.93% 0.83% 1.03% 1.02% 1.03% 1.17% 1.07% 1.02% 1.02% 1.12% 12.39%
diferença 1.43% 0.18% 0.70% 0.71% 0.78% -0.38% -0.05% 0.01% 0.21% 0.22% -0.21% -0.08% 3.96%
2021 Fundo 0.10% 0.24% 0.17% 0.72% 0.16% 0.66% 0.64% 0.33% -0.12% 0.02% 0.62% 0.81% 4.43%
CDI 0.15% 0.14% 0.20% 0.21% 0.27% 0.31% 0.35% 0.43% 0.44% 0.49% 0.59% 0.77% 4.43%
diferença -0.05% 0.11% -0.03% 0.51% -0.11% 0.35% 0.28% -0.10% -0.56% -0.47% 0.03% 0.05% 0.00%
2020 Fundo 0.39% 0.07% -2.19% -0.72% -0.26% 0.50% 1.47% 0.96% 0.92% 0.25% 0.69% 0.44% 2.51%
CDI 0.38% 0.29% 0.34% 0.28% 0.23% 0.21% 0.19% 0.16% 0.16% 0.16% 0.15% 0.17% 2.76%
diferença 0.02% -0.22% -2.52% -1.00% -0.49% 0.29% 1.27% 0.80% 0.76% 0.09% 0.54% 0.28% -0.25%
2019 Fundo 0.90% 0.39% 0.42% 0.48% 0.72% 0.98% 0.94% 0.71% 0.01% 0.12% -0.67% 1.46% 6.65%
CDI 0.54% 0.49% 0.47% 0.52% 0.54% 0.47% 0.57% 0.50% 0.46% 0.48% 0.38% 0.37% 5.96%
diferença 0.36% -0.10% -0.04% -0.03% 0.18% 0.51% 0.37% 0.21% -0.45% -0.36% -1.05% 1.09% 0.69%
2018 Fundo 0.90% 0.44% 0.65% 0.54% -0.31% 0.63% 0.72% 0.37% 0.47% 0.73% 0.31% -0.31% 5.23%
CDI 0.58% 0.46% 0.53% 0.52% 0.52% 0.52% 0.54% 0.57% 0.47% 0.54% 0.49% 0.49% 6.42%
diferença 0.31% -0.02% 0.12% 0.02% -0.83% 0.11% 0.18% -0.20% 0.00% 0.19% -0.19% -0.80% -1.19%
2017 Fundo 1.57% 1.30% 1.21% 0.92% 0.66% 0.95% 1.40% 1.01% 0.94% 0.40% 0.41% 0.77% 12.15%
CDI 1.08% 0.86% 1.05% 0.79% 0.93% 0.81% 0.80% 0.80% 0.64% 0.64% 0.57% 0.54% 9.92%
diferença 0.49% 0.43% 0.16% 0.13% -0.27% 0.14% 0.60% 0.21% 0.30% -0.25% -0.15% 0.23% 2.23%
2016 Fundo 0.89% 0.28% 0.84% 1.72% 1.31% 0.79% 1.36% 0.98% 1.50% 1.21% -0.12% 1.08% 12.49%
CDI 1.06% 1.00% 1.16% 1.06% 1.11% 1.16% 1.11% 1.21% 1.11% 1.05% 1.04% 1.12% 14.01%
diferença -0.17% -0.72% -0.32% 0.66% 0.20% -0.37% 0.25% -0.23% 0.39% 0.17% -1.16% -0.05% -1.52%
2015 Fundo 0.94% 0.86% 0.98% 0.84% 1.21% 1.09% 1.52% 0.47% -0.16% 1.87% 1.94% -1.11% 10.92%
CDI 0.93% 0.82% 1.04% 0.95% 0.98% 1.07% 1.18% 1.11% 1.11% 1.11% 1.06% 1.16% 13.25%
diferença 0.01% 0.04% -0.06% -0.11% 0.23% 0.03% 0.34% -0.64% -1.27% 0.76% 0.88% -2.27% -2.33%
2014 Fundo 0.48% 0.66% 0.67% 0.79% 0.82% 1.11% 0.83% 0.95% 0.26% 0.44% 0.93% 0.45% 8.73%
CDI 0.84% 0.78% 0.76% 0.82% 0.86% 0.82% 0.94% 0.86% 0.90% 0.94% 0.84% 0.96% 10.81%
diferença -0.36% -0.12% -0.09% -0.02% -0.04% 0.29% -0.11% 0.09% -0.64% -0.50% 0.10% -0.50% -2.08%
2013 Fundo 0.58% 0.22% 0.53% 0.35% 0.64% 0.31% 0.72% 0.36% 0.57% 0.75% 0.59% 0.69% 6.48%
CDI 0.59% 0.48% 0.54% 0.60% 0.59% 0.59% 0.71% 0.70% 0.70% 0.80% 0.71% 0.78% 8.07%
diferença -0.01% -0.26% -0.01% -0.25% 0.06% -0.29% 0.01% -0.33% -0.13% -0.05% -0.12% -0.09% -1.59%
2012 Fundo 0.90% 1.11% 0.99% 1.11% 0.77% 0.84% 0.84% 0.64% 0.56% 0.76% 0.58% 0.79% 10.35%
CDI 0.84% 0.74% 0.81% 0.70% 0.73% 0.64% 0.68% 0.69% 0.54% 0.61% 0.54% 0.53% 8.35%
diferença 0.06% 0.37% 0.18% 0.42% 0.04% 0.20% 0.17% -0.04% 0.02% 0.16% 0.03% 0.25% 2.00%
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