Apex Ações

Detalhes:

Tipo de Fundo:

Gestora: Apex Capital

CNPJ do fundo: 15.862.830/0001-03

Posição no ranking da categoria: 92º colocado

Gráfico de Retorno

Indicadores Quantitativos

Levando em conta o último mês "fechado".

Retorno Anualizado
12 meses: -14.3%24 meses: -2.7%36 meses: -3.1%48 meses: 4.2%
Volatilidade
12 meses: 20.8%24 meses: 20.4%36 meses: 30.7%
Retorno ajustado a risco
Sharpe 12 meses: -1.018Sortino 12 meses: -1.52Calmar 12 meses: -0.673Sharpe 36 meses: -0.256

Retornos Mensais

  JANFEVMARABRMAIJUNJULAGOSETOUTNOVDEZANUAL
AnoNome             
2022Fundo8.62%1.15%4.42%-9.72%5.12%-11.06%4.24%0.00%0.00%0.00%0.00%0.00%0.94%
Ibov7.12%0.85%6.15%-10.55%3.66%-11.36%4.53%0.00%0.00%0.00%0.00%0.00%-1.49%
diferença1.50%0.30%-1.74%0.84%1.46%0.30%-0.28%0.00%0.00%0.00%0.00%0.00%2.43%
2021Fundo-1.23%-2.44%0.30%3.88%4.87%0.63%-5.82%-3.57%-4.96%-7.98%-2.06%2.73%-15.33%
Ibov-3.57%-4.50%6.29%1.94%5.99%0.46%-3.86%-2.59%-6.65%-6.39%-1.33%2.49%-12.08%
diferença2.34%2.05%-5.98%1.94%-1.11%0.17%-1.96%-0.98%1.70%-1.58%-0.73%0.24%-3.25%
2020Fundo2.59%-8.74%-35.73%12.50%6.04%7.13%7.29%-1.84%-4.77%-2.66%13.09%9.18%-7.32%
Ibov-2.09%-7.62%-31.06%11.33%8.99%8.88%8.37%-3.62%-4.86%-0.43%15.82%9.19%3.07%
diferença4.69%-1.12%-4.67%1.16%-2.95%-1.74%-1.08%1.77%0.08%-2.23%-2.72%-0.01%-10.39%
2019Fundo10.18%-1.20%-1.71%-0.51%0.10%4.53%3.16%0.88%0.65%4.58%1.35%6.95%32.25%
Ibov11.11%-2.29%-0.04%1.17%0.76%3.76%0.90%-0.38%3.48%2.20%1.09%6.59%31.48%
diferença-0.93%1.08%-1.67%-1.68%-0.67%0.77%2.27%1.26%-2.84%2.38%0.27%0.36%0.77%
2018Fundo10.90%1.99%1.69%1.78%-8.54%-3.02%5.20%-3.42%1.95%11.71%2.99%0.66%24.57%
Ibov11.08%0.61%-0.08%0.91%-10.95%-5.02%8.67%-3.05%3.36%9.75%2.72%-2.05%14.60%
diferença-0.18%1.38%1.78%0.87%2.41%2.00%-3.47%-0.37%-1.41%1.95%0.26%2.71%9.96%
2017Fundo7.26%3.76%-3.93%1.00%-6.90%2.09%5.09%8.34%5.83%-0.64%-2.34%5.98%27.20%
Ibov7.13%3.38%-2.67%0.65%-4.16%0.61%4.58%7.36%4.63%0.27%-3.30%6.37%26.75%
diferença0.14%0.38%-1.27%0.34%-2.73%1.48%0.52%0.97%1.20%-0.91%0.97%-0.39%0.45%
2016Fundo-2.07%2.83%9.47%6.53%-5.12%4.74%9.05%-2.02%-0.41%11.76%-5.99%-1.04%29.15%
Ibov-6.98%5.77%17.35%7.22%-9.84%6.13%11.58%0.45%1.13%11.21%-4.61%-2.93%38.24%
diferença4.91%-2.93%-7.88%-0.68%4.72%-1.38%-2.53%-2.47%-1.53%0.55%-1.38%1.89%-9.08%
2015Fundo-6.54%5.83%0.71%4.66%-5.06%1.85%-1.43%-6.66%-0.62%-1.17%-0.49%-2.35%-11.48%
Ibov-6.04%9.65%-1.02%10.34%-5.99%0.21%-4.06%-8.16%-4.21%2.23%-1.58%-3.59%-13.21%
diferença-0.50%-3.82%1.73%-5.68%0.93%1.63%2.63%1.50%3.59%-3.41%1.09%1.24%1.73%
2014Fundo-7.92%-0.89%6.20%2.40%0.25%2.67%1.46%11.15%-9.79%2.23%3.55%-5.93%3.47%
Ibov-7.52%-0.82%6.53%2.44%-0.62%3.42%5.11%9.87%-11.81%0.65%0.32%-8.67%-3.38%
diferença-0.40%-0.07%-0.33%-0.05%0.87%-0.75%-3.65%1.28%2.02%1.59%3.23%2.74%6.86%
2013Fundo1.66%-1.05%-1.38%1.37%0.74%-6.76%2.36%2.13%2.73%3.96%-0.03%-2.07%3.24%
Ibov-1.68%-4.34%-1.85%-1.18%-3.67%-11.34%1.76%4.61%3.62%2.75%-2.69%-2.03%-15.83%
diferença3.34%3.29%0.47%2.55%4.41%4.59%0.59%-2.48%-0.89%1.21%2.66%-0.05%19.07%
2012Fundo0.00%0.00%0.00%0.00%0.00%0.00%0.00%-0.99%1.72%-0.70%1.22%2.90%4.17%
Ibov0.00%0.00%0.00%0.00%0.00%0.00%0.00%-3.69%3.56%-3.63%0.82%5.65%2.38%
diferença0.00%0.00%0.00%0.00%0.00%0.00%0.00%2.70%-1.84%2.93%0.40%-2.74%1.79%

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