Claritas Institucional

Detalhes:

Tipo de Fundo:

Gestora: Claritas

CNPJ do fundo: 10.705.335/0001-69

Posição no ranking da categoria: 20º colocado

Gráfico de Retorno

Indicadores Quantitativos

Levando em conta o último mês "fechado".

Retorno Anualizado
12 meses: 0%24 meses: 3.6%36 meses: 5.3%48 meses: 6.6%
Volatilidade
12 meses: 0%24 meses: 0.2%36 meses: 0.7%
Retorno ajustado a risco
Sharpe 12 meses: 0Sortino 12 meses: 0Calmar 12 meses: 0Sharpe 36 meses: -2.04

Retornos Mensais

    JAN FEV MAR ABR MAI JUN JUL AGO SET OUT NOV DEZ ANUAL
Ano Nome                          
2026 Fundo 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00%
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 -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%
2025 Fundo 0.81% 0.96% 0.72% 1.27% 0.84% 0.08% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 4.76%
CDI 1.01% 0.98% 0.96% 1.06% 1.14% 1.10% 1.28% 1.16% 1.22% 1.28% 1.05% 1.11% 14.19%
diferença -0.21% -0.03% -0.24% 0.22% -0.30% -1.02% -1.28% -1.16% -1.22% -1.28% -1.05% -1.11% -9.43%
2024 Fundo 0.60% 0.61% 0.79% 0.19% 0.66% 0.58% 0.68% 0.75% 0.90% 0.78% 0.90% 1.05% 8.82%
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 -0.37% -0.19% -0.05% -0.70% -0.17% -0.21% -0.23% -0.12% 0.07% -0.15% 0.11% 0.12% -2.06%
2023 Fundo 0.78% 0.68% 0.82% 0.62% 1.22% 1.23% 0.99% 0.87% 0.68% 0.64% 1.17% 1.13% 11.38%
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 -0.34% -0.24% -0.36% -0.30% 0.09% 0.16% -0.09% -0.26% -0.29% -0.36% 0.26% 0.24% -1.66%
2022 Fundo 0.78% 0.71% 1.12% 0.80% 0.89% 0.76% 0.93% 1.41% 1.23% 0.93% 0.65% 0.92% 11.71%
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 0.05% -0.05% 0.20% -0.03% -0.15% -0.26% -0.11% 0.25% 0.16% -0.09% -0.37% -0.20% -0.68%
2021 Fundo -0.08% 0.06% 0.26% 0.21% 0.44% 0.28% 0.27% 0.09% 0.14% 0.18% 0.39% 0.97% 3.27%
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 -0.23% -0.08% 0.06% -0.00% 0.17% -0.02% -0.09% -0.34% -0.30% -0.30% -0.20% 0.21% -1.16%
2020 Fundo 0.30% 0.34% 1.00% 0.64% 0.40% 0.29% 0.16% -0.13% -0.48% -0.03% 0.33% 0.32% 3.16%
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 -0.08% 0.05% 0.66% 0.36% 0.17% 0.07% -0.04% -0.29% -0.64% -0.19% 0.18% 0.16% 0.41%
2019 Fundo 0.94% 0.22% 0.38% 0.38% 0.61% 0.70% 0.66% 0.34% 0.67% 0.74% 0.19% 0.68% 6.71%
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 0.40% -0.27% -0.08% -0.14% 0.06% 0.23% 0.10% -0.16% 0.20% 0.26% -0.20% 0.30% 0.75%
2018 Fundo 0.69% 0.57% 0.66% 0.45% 0.36% 0.46% 0.57% 0.23% 0.45% 0.80% 0.47% 0.70% 6.62%
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 0.11% 0.11% 0.13% -0.07% -0.15% -0.06% 0.03% -0.34% -0.02% 0.25% -0.02% 0.21% 0.20%
2017 Fundo 1.31% 1.15% 1.06% 0.72% 1.06% 0.82% 0.95% 0.77% 0.72% 0.47% 0.30% 0.60% 10.40%
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 0.23% 0.28% 0.01% -0.06% 0.13% 0.01% 0.15% -0.03% 0.08% -0.17% -0.27% 0.07% 0.47%
2016 Fundo 1.51% 0.54% 2.14% 1.46% 0.91% 1.32% 1.27% 1.17% 1.21% 1.18% 1.20% 1.39% 16.40%
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 0.45% -0.46% 0.98% 0.41% -0.20% 0.16% 0.16% -0.05% 0.10% 0.14% 0.16% 0.26% 2.39%
2015 Fundo 1.11% 0.75% 1.06% 0.88% 1.11% 0.70% 1.45% 0.94% 1.41% 0.84% 0.91% 0.91% 12.75%
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 0.18% -0.07% 0.02% -0.07% 0.13% -0.37% 0.27% -0.17% 0.30% -0.27% -0.15% -0.25% -0.50%
2014 Fundo 0.47% 0.63% 0.66% 0.90% 0.91% 0.69% 0.85% 0.94% 0.30% 0.91% 0.99% 0.73% 9.36%
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 -0.37% -0.15% -0.10% 0.08% 0.05% -0.13% -0.09% 0.08% -0.60% -0.03% 0.15% -0.22% -1.45%
2013 Fundo 0.27% 0.31% 0.53% 0.48% 0.49% 1.19% 0.44% 0.52% 0.36% 0.54% 0.40% 0.72% 6.43%
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 -0.32% -0.17% -0.01% -0.13% -0.09% 0.60% -0.27% -0.18% -0.34% -0.27% -0.31% -0.06% -1.64%
2012 Fundo 1.55% 1.31% 1.69% 1.33% 0.65% 0.62% 0.29% 0.56% 0.69% 0.93% 0.55% 0.66% 11.37%
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 0.70% 0.57% 0.88% 0.64% -0.08% -0.02% -0.38% -0.12% 0.15% 0.33% 0.00% 0.12% 3.02%
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