XP Advisory Portfolio Private IV

Detalhes:

Tipo de Fundo:

Gestora: XP Advisory

CNPJ do fundo: 34.231.938/0001-34

Posição no ranking da categoria: 25º colocado

Gráfico de Retorno

Indicadores Quantitativos

Levando em conta o último mês "fechado".

Retorno Anualizado
12 meses: 0%24 meses: -0.1%36 meses: 2.3%48 meses: 2.6%
Volatilidade
12 meses: 0%24 meses: 0%36 meses: 1.1%
Retorno ajustado a risco
Sharpe 12 meses: 0Sortino 12 meses: 0Calmar 12 meses: 0Sharpe 36 meses: -1.441

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%
IMA-B 1.26% 1.83% 0.06% 1.55% 0.50% -1.10% 0.58% 1.73% 3.41% 0.00% 0.00% 0.00% 10.19%
diferença -1.26% -1.83% -0.06% -1.55% -0.50% 1.10% -0.58% -1.73% -3.41% 0.00% 0.00% 0.00% -10.19%
2025 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%
IMA-B 0.60% 0.56% 1.62% 2.14% 1.63% 1.50% -1.07% 1.14% 0.34% 0.96% 2.25% 0.08% 12.34%
diferença -0.60% -0.56% -1.62% -2.14% -1.63% -1.50% 1.07% -1.14% -0.34% -0.96% -2.25% -0.08% -12.34%
2024 Fundo -0.93% 0.92% 0.89% -2.26% 0.64% 1.06% 1.37% 2.19% -1.24% 0.00% 0.00% 0.00% 2.59%
IMA-B -0.15% 0.50% 0.00% -1.47% 1.06% -0.81% 1.84% 0.68% -0.44% -0.96% 0.04% -2.25% -2.02%
diferença -0.77% 0.41% 0.89% -0.79% -0.42% 1.87% -0.46% 1.51% -0.80% 0.96% -0.04% 2.25% 4.61%
2023 Fundo 0.54% -0.92% 0.01% 1.51% 2.30% 2.59% 1.48% -1.23% -0.39% -1.42% 3.52% 2.59% 10.95%
IMA-B 0.49% 1.03% 2.92% 2.03% 2.52% 2.18% 0.89% -0.20% -1.20% -0.57% 2.44% 2.62% 16.13%
diferença 0.05% -1.94% -2.92% -0.52% -0.22% 0.41% 0.60% -1.03% 0.81% -0.85% 1.08% -0.03% -5.19%
2022 Fundo -0.81% 0.12% 2.30% -1.57% -0.18% -0.58% 1.11% 1.81% 1.07% 1.35% -3.22% -1.00% 0.25%
IMA-B -0.69% 0.54% 3.07% 0.83% 0.96% 0.75% -1.26% 1.26% 1.47% 1.39% -0.93% -0.49% 7.06%
diferença -0.12% -0.42% -0.77% -2.40% -1.15% -1.34% 2.36% 0.55% -0.40% -0.04% -2.29% -0.51% -6.81%
2021 Fundo 0.56% 0.10% 0.20% 1.37% 0.75% 0.51% -1.16% -0.17% -1.12% -1.68% -1.54% 0.80% -1.42%
IMA-B -0.85% -1.52% -0.46% 0.65% 1.06% 0.42% -0.37% -1.09% -0.13% -2.54% 3.47% 0.18% -1.31%
diferença 1.42% 1.61% 0.66% 0.72% -0.31% 0.09% -0.79% 0.92% -0.98% 0.87% -5.00% 0.62% -0.11%
2020 Fundo 1.27% -1.65% -11.37% 5.09% 4.57% 4.11% 4.46% 1.07% -1.66% -0.52% 3.66% 3.39% 11.81%
IMA-B 0.26% 0.45% -6.97% 1.31% 1.52% 2.05% 4.39% -1.80% -1.51% 0.21% 2.00% 4.85% 6.41%
diferença 1.01% -2.10% -4.40% 3.78% 3.05% 2.06% 0.07% 2.87% -0.14% -0.73% 1.66% -1.46% 5.40%
2019 Fundo 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.01% 0.35% 1.99% 2.37%
IMA-B 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.09% -2.45% 2.01% -0.41%
diferença 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% -0.08% 2.81% -0.01% 2.77%
exibir/ocultar todos os retornos

Em breve teremos conteúdo (video, podcast etc.) sobre esse fundo.

Todos os conteúdo do site são inseridos manualmente, após curadoria.

XP Advisory Portfolio Private IV vale a pena?

Todo fundo de investimentos apresenta riscos. O importante é estudar fundo, conhecer o gestor e se familiarizar com a estratégia.

A ideia do nosso é website é justante te ajudar a se informar para tomar decisões conscientes.