Trend Ibovespa

O fundo replica o Índice Ibovespa. O Ibovespa mede a performance das ações mais negociadas e com maior representabilidade no mercado brasileiro.

Detalhes:

Tipo de Fundo:

Gestora: XP Asset Management

CNPJ do fundo: 31.204.199/0001-01

Posição no ranking da categoria: 9º colocado

Gráfico de Retorno

Indicadores Quantitativos

Levando em conta o último mês "fechado".

Retorno Anualizado
12 meses: 27.8%24 meses: 18.2%36 meses: 16.7%48 meses: 14.5%
Volatilidade
12 meses: 17.8%24 meses: 16.7%36 meses: 15.4%
Retorno ajustado a risco
Sharpe 12 meses: 0.67Sortino 12 meses: 1Calmar 12 meses: 0Sharpe 36 meses: 0.259

Retornos Mensais

    JAN FEV MAR ABR MAI JUN JUL AGO SET OUT NOV DEZ ANUAL
Ano Nome                          
2026 Fundo 11.49% 5.46% -3.18% 2.62% -7.21% -0.25% 2.71% -0.16% 5.02% 0.00% 0.00% 0.00% 16.46%
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 -1.75% 1.24% -2.70% 1.08% -1.15% -0.17% -0.82% -0.02% 1.32% 0.00% 0.00% 0.00% -3.57%
2025 Fundo 4.89% -2.62% 6.12% 3.73% 1.44% 1.37% -3.65% 5.78% 3.41% 2.22% 6.37% 0.96% 33.76%
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 -0.15% -0.19% 0.08% 0.32% -0.18% -1.17% 0.75% -0.86% -0.01% 0.95% -0.11% -0.17% -0.89%
2024 Fundo -4.81% 0.98% -0.71% -1.71% -3.05% 1.55% 3.02% 6.63% -3.08% -1.61% -3.12% -4.18% -10.20%
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 -1.08% -0.81% 0.03% -0.98% 0.37% 0.10% -0.02% -0.27% 0.07% 0.08% -0.89% 0.16% -2.98%
2023 Fundo 3.42% -7.48% -2.87% 2.52% 3.74% 9.07% 3.25% -5.03% 0.73% -2.94% 12.58% 5.47% 22.71%
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 -3.61% -1.31% -0.24% 0.81% -2.71% 1.55% -0.06% -0.24% -0.55% -1.07% 4.21% 0.53% -3.86%
2022 Fundo 6.99% 0.86% 6.09% -10.10% 3.27% -11.50% 4.67% 6.22% 0.47% 5.43% -3.02% -2.34% 4.91%
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 -1.06% 0.01% 2.04% -2.47% -0.39% -3.05% 0.14% -0.36% 0.09% -0.52% -2.51% 0.08% -9.40%
2021 Fundo -3.45% -4.53% 6.17% 1.90% 6.26% 0.45% -3.96% -2.49% -6.56% -6.76% -1.53% 2.94% -11.98%
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 -1.30% 0.63% -0.12% 1.47% 0.27% 0.29% 1.56% 0.09% -3.68% 0.91% -1.47% 1.20% -0.20%
2020 Fundo -1.66% -8.37% -30.63% 10.42% 8.58% 9.03% 8.25% -3.52% -4.80% -0.65% 16.11% 9.07% 2.23%
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 3.01% -7.60% 0.44% 3.57% -2.00% -2.19% -0.12% 0.10% -0.55% 0.99% 2.91% 1.37% -0.54%
2019 Fundo 11.03% -2.12% -0.14% 1.07% 0.70% 3.91% 0.77% -0.56% 3.40% 2.28% 1.02% 6.86% 31.28%
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 1.66% 0.17% -0.45% -0.05% -0.86% 1.83% 1.25% -0.19% -0.08% 0.08% 0.90% 1.34% 6.83%
2018 Fundo 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 1.73% 8.66% 2.69% -2.00% 11.24%
Ibov 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 1.78% 9.33% -1.43% -1.69% 7.83%
diferença 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% -0.05% -0.67% 4.12% -0.30% 3.41%
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Nomes Alternativos / Espelhos ou fundos com altíssima correlação:

  • TREND IBOVESPA FUNDO DE INVESTIMENTOS EM AÇÕES

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