Alpha Key Institucional

Detalhes:

Tipo de Fundo:

CNPJ do fundo: 36.352.721/0001-08

Posição no ranking da categoria: 21º colocado

Gráfico de Retorno

Indicadores Quantitativos

Levando em conta o último mês "fechado".

Retorno Anualizado
12 meses: 10.1%24 meses: 16.5%36 meses: 16.1%48 meses: 12%
Volatilidade
12 meses: 19.9%24 meses: 18.6%36 meses: 18.4%
Retorno ajustado a risco
Sharpe 12 meses: -0.191Sortino 12 meses: -0.305Calmar 12 meses: 0Sharpe 36 meses: 0.174

Retornos Mensais

    JAN FEV MAR ABR MAI JUN JUL AGO SET OUT NOV DEZ ANUAL
Ano Nome                          
2026 Fundo 7.53% 2.95% -1.07% -1.78% -4.78% -1.97% 0.09% -2.39% 7.63% 0.00% 0.00% 0.00% 5.58%
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 -5.71% -1.27% -0.60% -3.32% 1.28% -1.89% -3.44% -2.25% 3.93% 0.00% 0.00% 0.00% -14.44%
2025 Fundo 7.84% -2.51% 5.56% 8.40% 6.92% 2.38% -5.18% 6.83% 3.15% 0.21% 5.07% -0.82% 43.68%
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 2.81% -0.08% -0.48% 5.00% 5.30% -0.16% -0.79% 0.19% -0.27% -1.07% -1.42% -1.95% 9.03%
2024 Fundo -2.33% 1.08% 2.01% -8.81% -1.96% 1.31% 6.36% 6.47% -1.33% 0.80% -3.91% -6.36% -7.56%
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 1.40% -0.70% 2.74% -8.07% 1.47% -0.14% 3.32% -0.43% 1.82% 2.49% -1.69% -2.02% -0.35%
2023 Fundo 5.22% -5.18% -4.01% -0.55% 12.06% 10.50% 3.60% -8.50% -0.64% -5.27% 12.00% 6.71% 25.78%
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 -1.80% 0.99% -1.38% -2.27% 5.62% 2.97% 0.29% -3.72% -1.92% -3.39% 3.64% 1.77% -0.79%
2022 Fundo 8.74% -5.27% 1.17% -10.88% -2.55% -11.53% 7.11% 8.74% -0.56% 6.36% -11.57% -5.93% -17.94%
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 0.69% -6.12% -2.88% -3.25% -6.20% -3.08% 2.59% 2.17% -0.94% 0.42% -11.05% -3.51% -32.25%
2021 Fundo -0.53% -5.19% 3.52% 0.82% 8.05% 3.63% -4.51% -7.09% -9.75% -13.45% -3.03% 4.79% -22.38%
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 1.61% -0.03% -2.76% 0.39% 2.07% 3.48% 1.00% -4.50% -6.86% -5.78% -2.96% 3.06% -10.61%
2020 Fundo 0.00% 0.00% 0.00% 0.00% 0.00% 0.11% 5.76% -1.68% -5.24% -0.63% 11.21% 7.79% 17.49%
Ibov 0.00% 0.00% 0.00% 0.00% 0.00% -1.09% 8.37% -3.62% -4.25% -1.64% 13.20% 7.71% 18.64%
diferença 0.00% 0.00% 0.00% 0.00% 0.00% 1.20% -2.62% 1.93% -0.99% 1.01% -1.99% 0.08% -1.14%
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