Neo Navitas B

Detalhes:

Tipo de Fundo:

Gestora: Neo

CNPJ do fundo: 26.218.614/0001-38

Posição no ranking da categoria: 45º colocado

Gráfico de Retorno

Indicadores Quantitativos

Levando em conta o último mês "fechado".

Retorno Anualizado
12 meses: 8.3%24 meses: 13.2%36 meses: 11.5%48 meses: 9.1%
Volatilidade
12 meses: 18.6%24 meses: 17.2%36 meses: 17.1%
Retorno ajustado a risco
Sharpe 12 meses: -0.262Sortino 12 meses: -0.361Calmar 12 meses: 0Sharpe 36 meses: -0.045

Retornos Mensais

    JAN FEV MAR ABR MAI JUN JUL AGO SET OUT NOV DEZ ANUAL
Ano Nome                          
2026 Fundo 10.26% 0.00% -1.87% -1.92% -8.47% 0.69% 2.92% -0.81% 5.43% 0.00% 0.00% 0.00% 5.26%
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 -2.99% -4.22% -1.39% -3.45% -2.42% 0.78% -0.61% -0.68% 1.73% 0.00% 0.00% 0.00% -14.76%
2025 Fundo 10.11% -2.85% 3.13% 10.00% 4.30% 3.74% -4.69% 5.47% 3.21% -0.97% 6.55% -2.46% 40.21%
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 5.08% -0.42% -2.91% 6.60% 2.67% 1.20% -0.30% -1.17% -0.21% -2.25% 0.07% -3.59% 5.56%
2024 Fundo -3.17% -0.45% -1.47% -6.13% -1.96% 2.79% 3.30% 6.09% -2.76% 0.04% -5.62% -6.76% -15.73%
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 0.57% -2.24% -0.74% -5.40% 1.47% 1.34% 0.26% -0.82% 0.38% 1.73% -3.40% -2.42% -8.52%
2023 Fundo 3.83% -7.82% -2.37% 2.44% 6.71% 10.33% 2.37% -6.81% -1.75% -7.07% 13.68% 6.60% 18.96%
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 -3.20% -1.65% 0.26% 0.72% 0.27% 2.80% -0.94% -2.03% -3.03% -5.20% 5.31% 1.66% -7.61%
2022 Fundo 7.69% -0.67% 6.16% -11.95% -5.43% -9.03% 4.16% 6.82% 2.27% 9.72% -9.54% -4.87% -7.59%
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 -0.37% -1.52% 2.11% -4.32% -9.09% -0.59% -0.37% 0.25% 1.89% 3.77% -9.03% -2.45% -21.90%
2021 Fundo -0.50% -3.46% -1.15% 6.05% 3.81% 3.63% -5.34% 1.19% -8.09% -11.89% -6.36% -0.04% -21.35%
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 1.64% 1.70% -7.44% 5.62% -2.18% 3.48% 0.18% 3.78% -5.20% -4.22% -6.29% -1.77% -9.58%
2020 Fundo 2.58% -7.24% -37.35% 11.67% 9.23% 11.52% 9.20% 3.11% -2.05% 1.90% 7.24% 5.97% 3.55%
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 7.25% -6.46% -6.28% 4.81% -1.35% 0.30% 0.83% 6.73% 2.20% 3.53% -5.97% -1.74% 0.77%
2019 Fundo 6.33% -2.81% 0.08% 1.60% 3.36% 4.10% 3.65% 4.17% 2.24% 1.93% 1.82% 7.44% 39.15%
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 -3.04% -0.52% -0.23% 0.48% 1.80% 2.02% 4.14% 4.54% -1.25% -0.27% 1.70% 1.92% 14.69%
2018 Fundo 4.30% -3.96% 0.54% -2.04% -9.81% -1.19% 2.99% -3.00% -0.86% 6.64% 1.81% 3.10% -2.53%
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 -4.89% -1.54% 0.63% -3.67% -0.46% 4.54% -5.83% 0.05% -4.35% -2.69% 3.24% 4.80% -9.48%
2017 Fundo 0.00% -0.94% 1.80% 8.64% 2.09% 2.88% 3.17% 9.15% 3.04% -0.25% -1.37% 5.16% 38.12%
Ibov 0.00% -1.68% -3.16% -2.92% -6.20% 0.61% 4.58% 7.36% 4.63% 0.27% -3.30% 6.37% 5.69%
diferença 0.00% 0.74% 4.96% 11.57% 8.28% 2.26% -1.41% 1.79% -1.59% -0.52% 1.93% -1.21% 32.43%
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