Porto Seguro Ações

Tem o objetivo de proporcionar rentabilidade ao cotista através da exposição ao mercado de renda variável.

Detalhes:

Tipo de Fundo:

CNPJ do fundo: 00.398.561/0001-90

Posição no ranking da categoria: 85º colocado

Gráfico de Retorno

Indicadores Quantitativos

Levando em conta o último mês "fechado".

Retorno Anualizado
12 meses: 0%24 meses: 3.6%36 meses: 2.3%48 meses: 2.3%
Volatilidade
12 meses: 0%24 meses: 3.4%36 meses: 16.1%
Retorno ajustado a risco
Sharpe 12 meses: 0Sortino 12 meses: 0Calmar 12 meses: 0Sharpe 36 meses: -0.331

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%
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 -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%
2025 Fundo 5.36% -3.33% 5.80% 3.19% 1.57% 1.17% -4.60% 6.40% 2.15% 0.00% 0.00% 0.00% 18.47%
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 0.32% -0.90% -0.24% -0.21% -0.05% -1.37% -0.21% -0.24% -1.28% -1.28% -6.48% -1.13% -16.18%
2024 Fundo -4.92% 1.18% -1.05% -10.43% -2.10% 1.08% 2.35% 5.91% -3.05% -1.76% -3.13% -4.17% -19.14%
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 -1.18% -0.61% -0.31% -9.69% 1.33% -0.37% -0.69% -1.00% 0.09% -0.07% -0.91% 0.17% -11.93%
2023 Fundo 3.67% -7.65% -4.64% 2.58% 5.73% 8.00% 7.90% -7.19% -1.44% -6.25% 13.67% 5.16% 18.28%
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 -3.36% -1.48% -2.01% 0.86% -0.72% 0.47% 4.59% -2.41% -2.72% -4.37% 5.30% 0.22% -8.29%
2022 Fundo 8.08% -2.50% 4.35% -8.46% 1.78% -14.35% 7.73% 9.43% -1.29% 6.17% -6.84% -3.87% -2.91%
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 0.02% -3.36% 0.30% -0.83% -1.87% -5.91% 3.21% 2.86% -1.67% 0.22% -6.33% -1.44% -17.23%
2021 Fundo -4.14% -2.35% 4.52% 3.77% 6.27% 3.35% -3.58% -6.73% -7.13% -8.53% -1.60% 3.50% -13.25%
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 -1.99% 2.81% -1.77% 3.34% 0.28% 3.19% 1.94% -4.15% -4.25% -0.86% -1.54% 1.77% -1.48%
2020 Fundo -3.72% -9.52% -30.93% 10.21% 8.53% 8.45% 8.08% -1.80% -5.83% -3.52% 17.77% 8.99% -3.39%
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 0.96% -8.74% 0.13% 3.36% -2.05% -2.77% -0.29% 1.82% -1.58% -1.88% 4.57% 1.28% -6.17%
2019 Fundo 11.96% -3.05% 0.77% 3.14% 2.93% 4.36% 1.54% 0.64% 1.61% 2.72% 0.45% 7.78% 39.94%
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 2.59% -0.76% 0.46% 2.01% 1.38% 2.28% 2.03% 1.02% -1.87% 0.52% 0.33% 2.26% 15.48%
2018 Fundo 6.81% 1.12% -1.19% 0.30% -8.89% -5.04% 7.47% -4.40% 2.08% 13.53% 3.52% 0.46% 14.68%
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 -2.38% 3.54% -1.10% -1.33% 0.46% 0.68% -1.35% -1.35% -1.41% 4.20% 4.95% 2.15% 7.72%
2017 Fundo 7.03% 3.60% -0.66% 0.56% -4.87% 1.40% 4.14% 4.96% 6.02% -2.68% -3.50% 4.49% 21.49%
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 -0.74% 0.22% 2.50% 3.48% 1.32% 0.79% -0.44% -2.40% 1.38% -2.95% -0.20% -1.87% 1.73%
2016 Fundo -3.29% 4.48% 18.20% 4.93% -5.89% 5.44% 11.35% -0.66% 0.11% 7.28% -10.44% -2.02% 29.65%
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 0.28% -1.80% 3.51% -3.65% 3.32% -0.68% -0.23% -1.11% -0.72% -3.42% -6.59% 0.91% -13.91%
2015 Fundo -6.27% 12.51% -2.42% 10.67% -7.12% -0.72% -4.39% -7.62% -4.58% 2.25% 0.96% -3.14% -11.50%
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 -2.78% 4.01% -1.40% 3.22% 0.91% -2.24% 1.14% 0.54% 0.14% -4.12% 6.76% -0.12% 4.96%
2014 Fundo -9.91% 1.35% 8.10% 2.34% -0.38% 2.45% 2.91% 6.36% -6.48% 1.89% 0.56% -8.58% -1.16%
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 -4.57% 2.17% 0.04% -0.32% 2.72% -2.67% -0.19% -3.50% 5.33% 1.24% 5.26% -1.24% 4.66%
2013 Fundo 0.92% 0.14% -2.94% 0.88% -0.98% -7.96% 0.31% -1.92% 5.10% 3.23% -0.16% -3.68% -7.42%
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 3.48% 4.59% -1.08% 1.52% 0.09% 3.38% -0.68% -6.53% 1.49% 0.48% 3.46% -1.79% 7.88%
2012 Fundo 6.29% 3.10% -1.39% -3.76% -10.85% 3.60% 0.33% -3.97% 2.79% 0.47% 0.89% 9.11% 5.21%
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 -1.94% -1.45% -0.09% -0.03% 2.13% 3.49% -6.41% -5.88% -0.72% 4.60% -2.44% 3.45% -5.18%

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