Opportunity Selection

Detalhes:

Tipo de Fundo:

CNPJ do fundo: 13.106.983/0001-97

Posição no ranking da categoria: 1º colocado

Gráfico de Retorno

Indicadores Quantitativos

Levando em conta o último mês "fechado".

Retorno Anualizado
12 meses: 38.3%24 meses: 29.4%36 meses: 26.6%48 meses: 21.4%
Volatilidade
12 meses: 16.9%24 meses: 16.1%36 meses: 15.5%
Retorno ajustado a risco
Sharpe 12 meses: 1.192Sortino 12 meses: 1.718Calmar 12 meses: 0Sharpe 36 meses: 0.81

Retornos Mensais

    JAN FEV MAR ABR MAI JUN JUL AGO SET OUT NOV DEZ ANUAL
Ano Nome                          
2026 Fundo 11.76% 4.62% -5.16% 8.88% -0.98% -0.41% -0.66% 1.38% 6.16% 0.00% 0.00% 0.00% 27.30%
Ibov 13.24% 4.22% -0.48% 1.54% -6.06% -0.08% 3.53% -0.14% 3.70% 0.00% 0.00% 0.00% 20.03%
diferença -1.49% 0.40% -4.69% 7.35% 5.08% -0.33% -4.19% 1.52% 2.46% 0.00% 0.00% 0.00% 7.27%
2025 Fundo 5.16% -5.37% -0.19% 4.68% 4.34% 5.08% -1.35% 2.93% 5.99% 3.18% 5.15% 0.33% 33.52%
Ibov 5.04% -2.43% 6.04% 3.40% 1.62% 2.54% -4.39% 6.64% 3.42% 1.28% 6.48% 1.13% 34.65%
diferença 0.12% -2.94% -6.23% 1.28% 2.72% 2.54% 3.05% -3.71% 2.57% 1.90% -1.34% -0.80% -1.13%
2024 Fundo 0.61% 1.30% 1.45% -0.84% -0.39% 5.15% -1.14% 4.50% -2.63% 1.35% -2.26% 1.98% 9.12%
Ibov -3.74% 1.79% -0.73% -0.74% -3.43% 1.45% 3.04% 6.90% -3.14% -1.69% -2.23% -4.34% -7.21%
diferença 4.34% -0.49% 2.19% -0.10% 3.04% 3.70% -4.18% -2.40% 0.51% 3.04% -0.03% 6.32% 16.34%
2023 Fundo 4.40% -6.15% 0.50% 3.96% 7.17% 11.07% 3.18% -3.18% -0.74% -3.40% 10.04% 5.44% 35.41%
Ibov 7.03% -6.17% -2.63% 1.72% 6.45% 7.52% 3.31% -4.78% 1.28% -1.87% 8.37% 4.94% 26.57%
diferença -2.62% 0.02% 3.13% 2.24% 0.72% 3.54% -0.14% 1.60% -2.02% -1.52% 1.67% 0.50% 8.84%
2022 Fundo 2.12% -3.91% 4.99% -11.49% -0.98% -7.94% 7.93% 4.78% -3.98% 1.55% -8.34% -5.32% -20.45%
Ibov 8.06% 0.85% 4.05% -7.63% 3.66% -8.44% 4.53% 6.58% 0.38% 5.95% -0.52% -2.42% 14.31%
diferença -5.93% -4.77% 0.94% -3.86% -4.63% 0.50% 3.41% -1.79% -4.35% -4.40% -7.82% -2.90% -34.76%
2021 Fundo 0.07% -7.15% 1.97% 3.76% 5.94% -0.57% -0.08% -3.07% -7.02% -7.77% -1.65% 3.75% -12.25%
Ibov -2.14% -5.16% 6.29% 0.43% 5.99% 0.16% -5.52% -2.59% -2.89% -7.67% -0.07% 1.73% -11.77%
diferença 2.21% -1.98% -4.31% 3.33% -0.05% -0.73% 5.44% -0.49% -4.13% -0.10% -1.58% 2.02% -0.47%
2020 Fundo 0.94% -7.02% -31.14% 12.99% 8.42% 9.92% 9.37% -3.93% -5.16% -2.82% 13.84% 9.00% 4.57%
Ibov -4.67% -0.78% -31.06% 6.86% 10.58% 11.22% 8.37% -3.62% -4.25% -1.64% 13.20% 7.71% 2.78%
diferença 5.61% -6.25% -0.08% 6.13% -2.16% -1.30% 1.00% -0.32% -0.91% -1.18% 0.64% 1.30% 1.79%
2019 Fundo 10.80% -1.73% 0.05% 2.42% 3.48% 4.36% 4.49% 2.44% 2.46% 3.66% 1.36% 8.31% 50.36%
Ibov 9.37% -2.29% 0.31% 1.12% 1.55% 2.08% -0.49% -0.38% 3.48% 2.20% 0.12% 5.52% 24.46%
diferença 1.43% 0.55% -0.26% 1.30% 1.92% 2.28% 4.98% 2.82% -1.03% 1.46% 1.24% 2.79% 25.91%
2018 Fundo 9.44% 0.95% 0.63% -0.31% -10.16% -5.81% 7.65% -3.95% 3.46% 12.24% 3.71% 0.37% 17.21%
Ibov 9.19% -2.42% -0.08% 1.62% -9.35% -5.72% 8.82% -3.05% 3.50% 9.33% -1.43% -1.69% 6.96%
diferença 0.25% 3.38% 0.71% -1.94% -0.81% -0.09% -1.17% -0.90% -0.04% 2.91% 5.14% 2.06% 10.25%
2017 Fundo 6.21% 2.82% -4.42% 0.34% -4.56% 0.55% 4.51% 7.35% 3.65% -0.00% -3.26% 4.75% 18.43%
Ibov 7.77% 3.38% -3.16% -2.92% -6.20% 0.61% 4.58% 7.36% 4.63% 0.27% -3.30% 6.37% 19.76%
diferença -1.56% -0.56% -1.26% 3.26% 1.64% -0.06% -0.07% -0.01% -0.98% -0.27% 0.04% -1.62% -1.33%
2016 Fundo -1.69% 2.96% 7.70% 5.92% -3.66% 5.99% 10.37% 0.06% -1.63% 10.87% -5.57% -1.23% 32.42%
Ibov -3.57% 6.28% 14.69% 8.57% -9.21% 6.13% 11.58% 0.45% 0.83% 10.70% -3.86% -2.93% 43.56%
diferença 1.88% -3.32% -6.99% -2.66% 5.55% -0.14% -1.22% -0.39% -2.46% 0.17% -1.72% 1.70% -11.14%
2015 Fundo -5.35% 4.10% -0.18% 4.04% -4.86% -0.07% -2.11% -6.46% -2.42% -0.04% 1.63% -2.33% -13.74%
Ibov -3.49% 8.50% -1.02% 7.45% -8.02% 1.52% -5.53% -8.16% -4.72% 6.37% -5.80% -3.03% -16.47%
diferença -1.86% -4.41% 0.84% -3.40% 3.17% -1.59% 3.42% 1.70% 2.30% -6.42% 7.43% 0.70% 2.72%
2014 Fundo -4.90% 3.23% 6.64% 4.10% 0.41% 3.66% 2.35% 11.73% -11.78% 2.50% 3.24% -5.35% 14.63%
Ibov -5.34% -0.82% 8.06% 2.67% -3.10% 5.12% 3.09% 9.87% -11.81% 0.65% -4.71% -7.34% -5.83%
diferença 0.43% 4.05% -1.41% 1.43% 3.51% -1.45% -0.74% 1.86% 0.04% 1.86% 7.95% 1.99% 20.45%
2013 Fundo -0.33% 0.25% -1.39% 2.46% -0.70% -8.49% 1.73% 2.97% 2.16% 2.64% 0.30% -2.45% -1.42%
Ibov -2.55% -4.45% -1.85% -0.64% -1.07% -11.34% 0.99% 4.61% 3.62% 2.75% -3.62% -1.89% -15.30%
diferença 2.22% 4.69% 0.46% 3.09% 0.37% 2.85% 0.75% -1.64% -1.45% -0.10% 3.92% -0.56% 13.89%
2012 Fundo 8.51% 2.73% -2.85% -2.87% -7.31% 0.67% 0.45% -0.39% 1.68% 0.98% 0.97% 5.73% 7.65%
Ibov 8.22% 4.55% -1.30% -3.73% -12.97% 0.12% 6.74% 1.91% 3.51% -4.14% 3.33% 5.66% 10.39%
diferença 0.29% -1.82% -1.55% 0.86% 5.66% 0.55% -6.30% -2.30% -1.83% 5.12% -2.37% 0.07% -2.75%

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Opportunity Selection vale a pena?

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