Equitas Selection Institucional

Detalhes:

Tipo de Fundo:

CNPJ do fundo: 15.569.128/0001-48

Posição no ranking da categoria: 123º colocado

Gráfico de Retorno

Indicadores Quantitativos

Levando em conta o último mês "fechado".

Retorno Anualizado
12 meses: -11.2%24 meses: -1.7%36 meses: -6.2%48 meses: 0.4%
Volatilidade
12 meses: 19.6%24 meses: 17.3%36 meses: 17.5%
Retorno ajustado a risco
Sharpe 12 meses: -0.874Sortino 12 meses: -0.993Calmar 12 meses: -2.609Sharpe 36 meses: -0.857

Retornos Mensais

  JANFEVMARABRMAIJUNJULAGOSETOUTNOVDEZANUAL
AnoNome             
2026Fundo-5.82%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%-5.82%
Ibov13.24%4.22%-0.48%1.54%-6.06%-0.08%0.00%0.00%0.00%0.00%0.00%0.00%11.95%
diferença-19.06%-4.22%0.48%-1.54%6.06%0.08%0.00%0.00%0.00%0.00%0.00%0.00%-17.77%
2025Fundo4.49%-4.65%0.44%5.51%-0.14%0.72%-11.10%5.01%-1.44%-0.63%3.88%-1.22%-0.37%
Ibov5.04%-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-0.55%-2.22%-5.60%2.11%-1.76%-1.81%-6.71%-1.63%-4.86%-1.91%-2.60%-2.35%-35.02%
2024Fundo-7.10%-3.22%0.55%-3.79%-3.33%-1.27%3.13%4.58%-6.04%-0.19%5.43%-3.46%-14.54%
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-3.37%-5.00%1.29%-3.06%0.10%-2.72%0.09%-2.32%-2.90%1.50%7.66%0.88%-7.33%
2023Fundo9.57%0.62%-0.95%-1.21%6.47%8.68%0.56%-3.28%-1.77%-8.01%7.78%6.12%25.45%
Ibov7.03%-6.17%-2.63%1.72%6.45%7.52%3.31%-4.78%1.28%-1.87%8.37%4.94%26.57%
diferença2.54%6.78%1.68%-2.93%0.02%1.15%-2.75%1.50%-3.05%-6.14%-0.59%1.18%-1.12%
2022Fundo8.65%-1.49%3.32%-11.70%-1.98%-15.40%6.69%10.62%-1.90%8.57%-13.26%-7.37%-18.22%
Ibov8.06%0.85%4.05%-7.63%3.66%-8.44%4.53%6.58%0.38%5.95%-0.52%-2.42%14.31%
diferença0.59%-2.35%-0.73%-4.07%-5.64%-6.96%2.17%4.04%-2.28%2.63%-12.74%-4.95%-32.53%
2021Fundo0.01%-2.94%-1.04%5.51%6.41%4.08%-6.22%-2.31%-8.87%-15.73%-7.77%1.43%-26.12%
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%
diferença2.16%2.22%-7.32%5.08%0.42%3.92%-0.71%0.28%-5.99%-8.06%-7.71%-0.30%-14.34%
2020Fundo2.53%-8.62%-36.81%9.56%5.14%12.62%6.64%-2.56%-7.19%-2.51%14.24%5.96%-12.59%
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%
diferença7.21%-7.84%-5.75%2.71%-5.44%1.40%-1.73%1.06%-2.94%-0.88%1.04%-1.75%-15.37%
2019Fundo8.92%-2.02%1.28%1.06%4.36%6.49%7.89%5.26%0.66%4.44%0.36%10.51%60.73%
Ibov9.37%-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-0.45%0.27%0.97%-0.06%2.81%4.41%8.38%5.63%-2.82%2.25%0.24%5.00%36.27%
2018Fundo8.95%1.04%0.68%-2.65%-8.84%-2.47%4.40%-0.40%-0.16%16.31%3.58%2.06%22.45%
Ibov9.19%-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-0.23%3.47%0.76%-4.28%0.51%3.26%-4.42%2.65%-3.66%6.98%5.00%3.75%15.50%
2017Fundo10.27%7.98%-1.62%2.21%-2.58%2.24%6.00%7.44%6.79%-2.43%-4.94%2.62%38.05%
Ibov7.77%3.38%-3.16%-2.92%-6.20%0.61%4.58%7.36%4.63%0.27%-3.30%6.37%19.76%
diferença2.50%4.59%1.54%5.13%3.62%1.62%1.43%0.08%2.16%-2.69%-1.64%-3.75%18.29%
2016Fundo-4.05%5.56%12.57%6.18%-0.70%3.85%13.02%-0.50%-3.76%5.67%-9.39%1.53%31.36%
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-0.47%-0.72%-2.12%-2.39%8.51%-2.27%1.44%-0.95%-4.59%-5.04%-5.53%4.46%-12.20%
2015Fundo-13.50%8.30%4.65%3.71%-2.75%-1.37%-0.99%-5.35%-0.27%-0.01%-0.94%-3.49%-12.87%
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-10.01%-0.20%5.67%-3.74%5.28%-2.89%4.54%2.81%4.45%-6.38%4.86%-0.46%3.60%
2014Fundo-8.11%-2.57%1.38%0.18%3.30%3.67%1.48%7.36%-10.05%-0.27%2.02%-3.00%-5.82%
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-2.77%-1.75%-6.68%-2.48%6.40%-1.44%-1.61%-2.51%1.76%-0.91%6.72%4.34%0.00%
2013Fundo1.18%0.29%-0.82%0.10%-1.40%-7.50%0.03%3.18%2.52%1.58%-0.14%-0.10%-1.48%
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%
diferença3.73%4.74%1.03%0.74%-0.32%3.84%-0.96%-1.43%-1.10%-1.17%3.48%1.79%13.82%
2012Fundo0.00%0.00%0.00%0.00%0.00%0.00%4.46%6.36%6.66%3.16%3.68%5.99%34.33%
Ibov0.00%0.00%0.00%0.00%0.00%0.00%2.89%1.91%3.51%-4.14%3.33%5.66%13.60%
diferença0.00%0.00%0.00%0.00%0.00%0.00%1.57%4.45%3.15%7.30%0.35%0.32%20.73%

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