BTG Pactual Explorer

O BTG Pactual Explorer é o fundo multimercado comandado pelo time de Renda Fixa da BTG Asset, liderado pelo sócio Julio Filho e acompanhado pelo macroestrategista da BTG Asset, Tiago Berriel.

O fundo busca superar o CDI atraves de alocações em juros, moeda e derivativos de renda fixa tanto no Brasil quanto no exterior, com apetite de risco moderado. O Fundo costuma separar as estratégias em 3: Brasil, Latam e Global e identificar trades específicos em cada mercado de atuação, seja na oscilação e precificação das curvas de juros, trades de moedas, derivativos e expectativas de marcação de eventos macroeconômicos.

Detalhes:

Tipo de Fundo:

Gestora: BTG Pactual Asset Management

CNPJ do fundo: 11.952.873/0001-10

Posição no ranking da categoria: 10º colocado

Gráfico de Retorno

Indicadores Quantitativos

Levando em conta o último mês "fechado".

Retorno Anualizado
12 meses: 14.9%24 meses: 12.9%36 meses: 11.2%48 meses: 11.5%
Volatilidade
12 meses: 2.8%24 meses: 2.1%36 meses: 1.9%
Retorno ajustado a risco
Sharpe 12 meses: 0.213Sortino 12 meses: 0.198Calmar 12 meses: 0.658Sharpe 36 meses: -0.574

Retornos Mensais

    JAN FEV MAR ABR MAI JUN JUL AGO SET OUT NOV DEZ ANUAL
Ano Nome                          
2026 Fundo 1.30% 1.37% 0.82% 1.51% 1.04% 0.54% 0.99% 0.75% 1.84% 0.00% 0.00% 0.00% 10.62%
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 0.20% 0.38% -0.39% 0.42% -0.04% -0.58% -0.23% -0.29% 0.75% 0.00% 0.00% 0.00% 0.24%
2025 Fundo 0.70% 1.16% 0.68% 0.81% 0.98% 1.11% 1.13% 1.58% 0.89% 1.25% 1.61% 0.90% 13.56%
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 -0.31% 0.18% -0.29% -0.25% -0.16% 0.02% -0.15% 0.42% -0.33% -0.02% 0.56% -0.32% -0.75%
2024 Fundo 0.86% 0.27% 0.52% -0.73% 0.91% 0.28% 0.85% 0.85% 0.92% 0.56% 0.55% 1.21% 7.26%
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 -0.11% -0.54% -0.31% -1.62% 0.07% -0.51% -0.06% -0.02% 0.09% -0.37% -0.24% 0.28% -3.62%
2023 Fundo 1.28% -0.35% 2.06% 1.10% 1.49% 1.43% 1.32% 0.90% -0.60% 0.17% 1.50% 1.35% 12.23%
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 0.15% -1.26% 0.88% 0.18% 0.36% 0.36% 0.24% -0.24% -1.58% -0.83% 0.58% 0.46% -0.81%
2022 Fundo 1.23% 0.86% 2.87% 3.07% 1.04% 1.08% 1.14% 1.21% 1.58% 2.01% 0.47% 1.09% 19.11%
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 0.50% 0.11% 1.94% 2.24% 0.01% 0.06% 0.10% 0.04% 0.51% 0.99% -0.55% -0.03% 6.72%
2021 Fundo -0.01% -0.05% -0.45% 0.66% 0.98% 0.45% 0.06% 1.31% 0.44% -1.11% 1.71% 0.76% 4.80%
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 -0.16% -0.18% -0.65% 0.45% 0.71% 0.14% -0.30% 0.88% -0.01% -1.60% 1.12% -0.01% 0.37%
2020 Fundo 0.25% 0.35% -2.80% 0.21% 0.48% 0.34% 1.08% 0.93% 0.26% 0.07% 0.94% 0.90% 2.99%
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 -0.13% 0.06% -3.14% -0.08% 0.24% 0.13% 0.88% 0.77% 0.10% -0.09% 0.79% 0.73% 0.24%
2019 Fundo 0.76% 0.32% 0.34% 0.35% 0.45% 0.80% 0.64% 0.63% 0.45% 0.45% 0.02% 0.80% 6.20%
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 0.22% -0.17% -0.13% -0.17% -0.09% 0.33% 0.07% 0.13% -0.01% -0.03% -0.36% 0.43% 0.24%
2018 Fundo 0.61% 0.36% 0.59% 0.38% -0.08% 0.59% 0.53% 0.58% 0.45% 0.53% 0.09% -0.78% 3.91%
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% -0.10% 0.06% -0.13% -0.59% 0.07% -0.02% 0.01% -0.02% -0.01% -0.40% -1.28% -2.51%
2017 Fundo 1.60% 1.05% 1.10% 0.88% 0.48% 1.10% 1.35% 0.87% 0.87% 0.61% 0.68% 0.53% 11.69%
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 0.52% 0.18% 0.05% 0.09% -0.44% 0.29% 0.55% 0.07% 0.23% -0.04% 0.11% -0.00% 1.76%
2016 Fundo 1.78% 1.05% 1.29% 2.69% 0.87% 0.46% 1.48% 1.12% 1.72% 1.29% 0.79% 1.29% 17.00%
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 0.72% 0.04% 0.13% 1.63% -0.23% -0.71% 0.37% -0.10% 0.61% 0.24% -0.25% 0.17% 2.99%
2015 Fundo 1.35% 0.65% 0.41% 1.10% 1.61% 1.11% 1.25% -0.35% -0.73% 3.83% 2.17% 2.22% 15.53%
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 0.42% -0.17% -0.63% 0.16% 0.62% 0.05% 0.07% -1.46% -1.84% 2.72% 1.12% 1.06% 2.29%
2014 Fundo -0.09% 0.75% 0.46% 0.72% 0.59% 1.48% 0.95% 1.08% -1.06% -0.98% 0.69% -0.15% 4.49%
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 -0.93% -0.03% -0.30% -0.10% -0.27% 0.66% 0.01% 0.22% -1.96% -1.92% -0.15% -1.11% -6.32%
2013 Fundo 0.49% -0.51% 0.64% -0.40% 0.90% 0.06% 0.98% -0.42% 0.19% 0.41% 0.48% 0.78% 3.65%
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 -0.10% -1.00% 0.10% -1.00% 0.32% -0.53% 0.27% -1.11% -0.51% -0.40% -0.23% 0.00% -4.42%
2012 Fundo 0.80% 1.66% 1.66% 2.46% 1.20% 1.23% 1.37% 0.68% 0.81% 1.32% 0.73% 1.54% 16.60%
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 -0.04% 0.92% 0.85% 1.76% 0.47% 0.59% 0.69% -0.00% 0.28% 0.72% 0.19% 1.00% 8.25%
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