AZ Quest Low Vol

Criado em 2008 o AZ Quest Low Vol FIM é um fundo de alta liquidez e baixa volatilidade, com o objetivo de superar o CDI no longo prazo.

Sua estratégia consiste em arbitrar distorções de taxas exclusivamente no mercado de renda variável, sem exposições direcionais e descorrelacionado a oscilações de mercado.

Detalhes:

Tipo de Fundo:

Gestora: AZ Quest Investimentos

CNPJ do fundo: 10.320.188/0001-09

Posição no ranking da categoria: 1º colocado

Gráfico de Retorno

Indicadores Quantitativos

Levando em conta o último mês "fechado".

Retorno Anualizado
12 meses: 15%24 meses: 13.7%36 meses: 12.9%48 meses: 13%
Volatilidade
12 meses: 1%24 meses: 0.9%36 meses: 1%
Retorno ajustado a risco
Sharpe 12 meses: 0.531Sortino 12 meses: 0.415Calmar 12 meses: 1.304Sharpe 36 meses: 0.42

Retornos Mensais

    JAN FEV MAR ABR MAI JUN JUL AGO SET OUT NOV DEZ ANUAL
Ano Nome                          
2026 Fundo 0.90% 1.16% 1.25% 1.11% 1.08% 1.36% 1.03% 1.37% 1.07% 0.00% 0.00% 0.00% 10.81%
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 -0.21% 0.16% 0.04% 0.02% 0.00% 0.24% -0.18% 0.33% -0.01% 0.00% 0.00% 0.00% 0.42%
2025 Fundo 1.03% 0.90% 1.13% 0.87% 1.04% 1.25% 0.96% 1.60% 1.12% 1.32% 1.13% 1.24% 14.49%
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 0.01% -0.08% 0.17% -0.18% -0.10% 0.15% -0.31% 0.44% -0.10% 0.05% 0.08% 0.02% 0.17%
2024 Fundo 0.94% 0.93% 0.78% 0.79% 0.43% 1.24% 0.66% 1.23% 0.94% 0.89% 0.84% 0.99% 11.19%
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 -0.03% 0.12% -0.05% -0.10% -0.41% 0.45% -0.25% 0.36% 0.11% -0.04% 0.04% 0.05% 0.30%
2023 Fundo 1.37% 1.05% 1.08% 0.80% 1.17% 1.11% 0.96% 1.42% 0.97% 0.93% 0.85% 1.32% 13.82%
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 0.24% 0.13% -0.09% -0.12% 0.05% 0.04% -0.11% 0.28% -0.01% -0.07% -0.07% 0.42% 0.78%
2022 Fundo 0.92% 1.36% 1.45% 0.88% 1.25% 1.12% 1.14% 1.48% 1.11% 0.91% 1.14% 1.17% 14.87%
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 0.19% 0.60% 0.52% 0.05% 0.21% 0.11% 0.10% 0.32% 0.04% -0.11% 0.12% 0.04% 2.48%
2021 Fundo 0.34% -1.59% 0.28% 0.13% 0.51% 0.41% 0.70% 0.63% 0.16% 0.62% 0.31% 1.89% 4.44%
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 0.19% -1.73% 0.07% -0.07% 0.24% 0.10% 0.34% 0.21% -0.28% 0.13% -0.28% 1.12% 0.02%
2020 Fundo 0.40% 0.17% -1.42% 0.44% 0.23% 0.26% 0.15% 0.19% 0.06% 0.12% 0.23% 0.38% 1.19%
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% -0.13% -1.76% 0.16% -0.00% 0.05% -0.04% 0.03% -0.10% -0.03% 0.08% 0.21% -1.56%
2019 Fundo 0.62% 0.61% 0.43% 0.33% 0.79% 0.51% 0.58% 0.54% 0.44% 0.50% 0.42% 0.44% 6.39%
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 0.08% 0.12% -0.04% -0.18% 0.24% 0.04% 0.01% 0.03% -0.03% 0.02% 0.04% 0.07% 0.43%
2018 Fundo 0.61% 0.53% 0.62% 0.53% 0.38% 0.65% 0.54% 0.63% 0.46% 0.87% 0.56% 0.70% 7.29%
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 0.03% 0.06% 0.09% 0.01% -0.14% 0.13% -0.01% 0.06% -0.01% 0.33% 0.06% 0.20% 0.87%
2017 Fundo 1.16% 0.97% 1.10% 0.99% 1.62% 0.87% 0.77% 0.87% 0.70% 0.68% 0.53% 0.66% 11.48%
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 0.07% 0.10% 0.05% 0.21% 0.69% 0.07% -0.03% 0.07% 0.06% 0.04% -0.04% 0.13% 1.56%
2016 Fundo 0.90% 1.05% 0.96% 0.97% 1.06% 1.12% 0.94% 1.29% 0.97% 0.79% 0.68% 1.19% 12.59%
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 -0.16% 0.05% -0.20% -0.08% -0.05% -0.04% -0.16% 0.07% -0.14% -0.26% -0.36% 0.07% -1.42%
2015 Fundo 0.81% 0.96% 1.05% 0.86% 0.99% 1.03% 1.19% 1.11% 1.14% 1.23% 1.04% 1.16% 13.34%
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 -0.12% 0.14% 0.02% -0.09% 0.01% -0.03% 0.01% -0.00% 0.03% 0.13% -0.01% 0.00% 0.09%
2014 Fundo 0.72% 0.69% 0.78% 1.18% 1.00% 0.81% 0.85% 0.70% 0.96% 1.16% 0.76% 0.76% 10.86%
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 -0.12% -0.09% 0.02% 0.37% 0.14% -0.01% -0.09% -0.16% 0.06% 0.21% -0.08% -0.20% 0.05%
2013 Fundo 0.57% 0.32% 0.72% 0.79% 0.60% 0.57% 0.88% 0.99% 0.97% 0.87% 0.70% 0.69% 9.04%
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 -0.02% -0.16% 0.19% 0.19% 0.01% -0.02% 0.18% 0.30% 0.28% 0.07% -0.01% -0.09% 0.97%
2012 Fundo 0.97% 0.95% 1.06% 0.71% 0.67% 0.65% 0.69% 0.61% 0.72% 0.66% 0.56% 0.52% 9.14%
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 0.13% 0.21% 0.26% 0.01% -0.06% 0.01% 0.01% -0.08% 0.18% 0.05% 0.02% -0.01% 0.79%
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