BTG Pactual Absoluto

Fundo Long Only da gestora do BTG Pactual.

Detalhes:

Tipo de Fundo:

CNPJ do fundo: 09.120.774/0001-20

Posição no ranking da categoria: 75º colocado

Gráfico de Retorno

Indicadores Quantitativos

Levando em conta o último mês "fechado".

Retorno Anualizado
12 meses: 10.1%24 meses: 8.8%36 meses: 6.6%48 meses: 4%
Volatilidade
12 meses: 21.5%24 meses: 19.7%36 meses: 18.2%
Retorno ajustado a risco
Sharpe 12 meses: -0.174Sortino 12 meses: -0.268Calmar 12 meses: 0Sharpe 36 meses: -0.289

Retornos Mensais

    JAN FEV MAR ABR MAI JUN JUL AGO SET OUT NOV DEZ ANUAL
Ano Nome                          
2026 Fundo 6.85% -0.18% -0.16% -1.31% -6.89% 2.15% -1.76% 1.30% 5.51% 0.00% 0.00% 0.00% 4.93%
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 -6.40% -4.40% 0.31% -2.85% -0.83% 2.23% -5.30% 1.43% 1.81% 0.00% 0.00% 0.00% -15.10%
2025 Fundo 3.60% -2.33% -2.57% 10.01% 8.51% 1.96% -8.29% 8.48% 3.85% 0.04% 7.11% -1.83% 30.39%
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 -1.44% 0.10% -8.61% 6.60% 6.89% -0.58% -3.90% 1.84% 0.43% -1.24% 0.63% -2.96% -4.26%
2024 Fundo -3.46% 1.96% 0.15% -7.42% -4.41% 2.23% 2.23% 4.07% -4.76% -1.21% -4.53% -7.26% -20.97%
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 0.27% 0.18% 0.89% -6.68% -0.98% 0.78% -0.81% -2.84% -1.62% 0.47% -2.30% -2.92% -13.76%
2023 Fundo 4.08% -5.92% -5.95% -2.75% 7.47% 9.43% 2.91% -7.28% 0.58% -4.13% 11.97% 4.92% 13.84%
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 -2.95% 0.25% -3.32% -4.47% 1.02% 1.91% -0.40% -2.50% -0.70% -2.26% 3.60% -0.02% -12.73%
2022 Fundo 4.50% -1.32% 7.22% -9.81% -0.49% -8.40% 8.40% 6.72% 0.73% 6.93% -9.25% -2.91% -0.20%
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 -3.56% -2.17% 3.17% -2.18% -4.14% 0.04% 3.88% 0.14% 0.36% 0.98% -8.73% -0.48% -14.51%
2021 Fundo 0.23% -1.84% -0.05% 1.44% 1.75% 2.66% -3.85% -3.47% -8.89% -13.12% -7.68% 0.01% -29.32%
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 2.37% 3.33% -6.33% 1.01% -4.24% 2.50% 1.67% -0.88% -6.00% -5.44% -7.62% -1.72% -17.54%
2020 Fundo 2.13% -6.94% -30.81% 18.97% 14.02% 11.17% 7.16% 0.87% -2.01% 0.15% 8.83% 4.42% 19.56%
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 6.80% -6.16% 0.26% 12.12% 3.45% -0.05% -1.21% 4.48% 2.24% 1.79% -4.38% -3.28% 16.78%
2019 Fundo 6.14% -0.89% -0.17% 3.24% 3.07% 3.63% 3.89% 1.56% 0.72% 1.58% 0.45% 6.51% 33.74%
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 -3.23% 1.40% -0.48% 2.12% 1.52% 1.55% 4.38% 1.94% -2.77% -0.62% 0.33% 0.99% 9.28%
2018 Fundo 6.61% 0.40% 1.78% -0.56% -7.30% -1.37% 6.35% -3.87% 2.42% 10.01% 3.43% 1.73% 20.05%
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 -2.57% 2.82% 1.86% -2.19% 2.05% 4.35% -2.48% -0.82% -1.08% 0.69% 4.86% 3.43% 13.09%
2017 Fundo 3.70% 3.49% 0.71% 2.38% -1.80% 1.61% 4.21% 4.44% 3.90% -1.42% -1.82% 3.69% 25.31%
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 -4.07% 0.11% 3.87% 5.31% 4.39% 1.00% -0.37% -2.92% -0.73% -1.68% 1.48% -2.68% 5.55%
2016 Fundo -0.09% -0.98% 8.20% 3.44% -0.77% 4.30% 5.41% -1.49% -0.08% 3.01% -8.18% -0.25% 12.18%
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 3.49% -7.26% -6.49% -5.14% 8.44% -1.83% -6.18% -1.94% -0.91% -7.69% -4.32% 2.68% -31.38%
2015 Fundo -2.46% 7.46% 3.32% 3.02% -0.94% 1.70% 2.49% -3.90% -0.77% 1.21% 0.65% -1.16% 10.58%
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 1.03% -1.05% 4.34% -4.43% 7.08% 0.17% 8.02% 4.26% 3.95% -5.17% 6.45% 1.86% 27.05%
2014 Fundo -5.82% 1.88% 4.69% 2.69% 1.50% 4.65% 0.10% 5.59% -5.22% 3.09% 3.74% -3.27% 13.53%
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 -0.48% 2.70% -3.37% 0.02% 4.60% -0.46% -3.00% -4.28% 6.59% 2.44% 8.45% 4.07% 19.36%
2013 Fundo 1.11% -0.47% 1.06% 2.33% 0.77% -5.76% 1.80% 1.32% 3.49% 4.02% 0.08% -1.17% 8.56%
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 3.66% 3.98% 2.91% 2.97% 1.85% 5.58% 0.82% -3.28% -0.13% 1.28% 3.70% 0.72% 23.86%
2012 Fundo 3.42% 6.22% 0.60% 1.95% -4.29% 3.11% 3.47% 1.87% 0.39% 1.16% 3.20% 2.71% 26.15%
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 -4.80% 1.67% 1.90% 5.68% 8.68% 2.99% -3.27% -0.04% -3.12% 5.30% -0.13% -2.95% 15.76%

Videos sobre o fundo

A ideia é trazer video mais "perenes", que te permitam conhecer o gestor e o fundo. Evitamos videos que sejam muito focados no posicionamento momentâneo da carteira.

Laercio Henrique no Clube Exame #53

Ilustração do video

Publicado em 14/02/2023

No video os gestor conta um pouco de sua trajetória, filosofia de investimentos e as estratégias que comanda dentro da BTG Asset. Além disso, Laercio fala um pouco das teses do fundo e perspectivas econômicas.

Video Institucional do fundo

Ilustração do video

Publicado em 07/01/2021

Video curto (menos de 2 minutos) explicando o fundo.

Podcasts

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BTG Pactual Absoluto vale a pena?

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