ARX Long Term

Detalhes:

Tipo de Fundo:

CNPJ do fundo: 10.237.480/0001-62

Posição no ranking da categoria: 23º colocado

Gráfico de Retorno

Indicadores Quantitativos

Levando em conta o último mês "fechado".

Retorno Anualizado
12 meses: 39.3%24 meses: 18.6%36 meses: 21.9%48 meses: 12%
Volatilidade
12 meses: 18.7%24 meses: 18.6%36 meses: 17.8%
Retorno ajustado a risco
Sharpe 12 meses: 1.097Sortino 12 meses: 1.588Calmar 12 meses: 3.132Sharpe 36 meses: 0.475

Retornos Mensais

  JANFEVMARABRMAIJUNJULAGOSETOUTNOVDEZANUAL
AnoNome             
2026Fundo12.22%2.42%-1.81%-1.62%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%11.02%
Ibov13.24%4.22%-0.48%1.54%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%19.27%
diferença-1.02%-1.80%-1.34%-3.16%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%-8.25%
2025Fundo4.65%-4.35%5.83%10.42%4.53%1.61%-4.41%8.96%3.48%1.41%8.25%-0.85%45.74%
Ibov5.04%-2.43%6.04%3.40%1.62%2.54%-4.39%6.64%3.42%2.21%6.48%1.13%35.89%
diferença-0.38%-1.92%-0.21%7.02%2.91%-0.93%-0.02%2.32%0.06%-0.80%1.77%-1.98%9.84%
2024Fundo-4.15%2.89%4.80%-3.86%-2.73%0.68%2.64%4.84%-4.97%-0.88%-5.32%-4.68%-10.98%
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-0.42%1.11%5.54%-3.12%0.70%-0.77%-0.40%-2.06%-1.82%0.81%-3.09%-0.34%-3.77%
2023Fundo1.34%-7.70%-3.89%0.02%4.33%7.30%4.28%-5.14%1.54%-3.04%13.68%3.58%15.41%
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%
diferença-5.69%-1.53%-1.26%-1.70%-2.12%-0.22%0.97%-0.36%0.26%-1.16%5.31%-1.36%-11.16%
2022Fundo6.39%-1.08%5.12%-10.10%1.85%-12.53%4.66%8.32%-1.06%4.36%-6.23%-1.87%-4.56%
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%
diferença-1.67%-1.93%1.07%-2.47%-1.81%-4.09%0.14%1.74%-1.44%-1.58%-5.72%0.56%-18.87%
2021Fundo-2.10%-0.86%-2.11%5.89%4.77%1.65%-3.38%-3.44%-7.81%-13.47%-2.90%2.80%-20.41%
Ibov-2.14%-5.16%6.09%0.30%5.99%0.16%-5.52%-2.59%-2.89%-7.67%-0.07%1.73%-12.05%
diferença0.04%4.30%-8.20%5.58%-1.21%1.49%2.14%-0.86%-4.92%-5.80%-2.84%1.07%-8.36%
2020Fundo-1.56%-7.85%-33.51%16.29%8.36%6.87%8.58%-0.13%-4.23%-0.56%12.80%7.88%2.07%
Ibov-4.67%-0.78%-31.06%6.86%10.58%11.22%8.37%-3.62%-4.25%-1.64%13.20%8.55%3.59%
diferença3.11%-7.07%-2.45%9.43%-2.22%-4.35%0.21%3.48%0.02%1.08%-0.40%-0.68%-1.51%
2019Fundo9.34%-2.75%-2.30%0.38%1.39%5.63%2.02%0.67%2.60%3.27%0.06%8.79%32.31%
Ibov9.37%-0.53%2.60%1.12%1.64%2.08%-0.49%-0.38%3.48%2.20%0.12%5.52%29.69%
diferença-0.02%-2.22%-4.90%-0.74%-0.25%3.55%2.51%1.05%-0.88%1.07%-0.05%3.27%2.62%
2018Fundo10.05%-0.10%-0.39%-1.67%-8.03%-3.85%4.30%-3.18%0.62%14.83%4.94%2.48%19.47%
Ibov6.78%-2.32%-0.31%1.62%-9.35%-5.72%8.82%-3.05%3.50%9.33%-1.43%-1.69%4.48%
diferença3.26%2.21%-0.08%-3.29%1.32%1.87%-4.52%-0.13%-2.88%5.50%6.37%4.17%14.99%
2017Fundo8.08%2.90%-1.35%2.46%-3.85%2.36%5.83%5.74%4.06%-0.67%-3.29%4.38%29.20%
Ibov7.77%3.38%-3.16%-2.92%-6.20%1.08%4.58%7.36%4.99%-0.17%-7.13%5.57%14.59%
diferença0.31%-0.48%1.82%5.39%2.35%1.28%1.25%-1.62%-0.93%-0.50%3.84%-1.19%14.61%
2016Fundo-2.40%2.76%7.37%6.36%-3.66%5.89%10.95%-0.75%-1.08%9.02%-8.24%-1.32%25.67%
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%
diferença1.18%-3.52%-7.32%-2.21%5.56%-0.23%-0.63%-1.20%-1.91%-1.68%-4.38%1.61%-17.89%
2015Fundo-7.72%4.87%1.48%6.29%-3.72%2.31%-1.80%-6.43%-1.92%2.17%1.13%-1.59%-5.79%
Ibov-3.49%8.50%-1.02%7.45%-8.02%1.52%-5.53%-8.16%-1.93%6.37%-5.80%-3.03%-14.02%
diferença-4.23%-3.64%2.50%-1.16%4.30%0.78%3.73%1.73%0.01%-4.20%6.93%1.44%8.23%
2014Fundo-8.19%1.51%4.89%1.43%1.66%4.92%0.69%8.58%-8.33%4.29%2.80%-5.75%7.11%
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-2.85%2.33%-3.16%-1.24%4.76%-0.19%-2.40%-1.28%3.48%3.64%7.51%1.59%12.94%
2013Fundo0.93%-0.08%0.28%0.12%0.17%-5.27%0.85%1.65%5.13%5.78%-1.81%-3.55%3.72%
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%
diferença3.48%4.37%2.13%0.76%1.24%6.07%-0.14%-2.96%1.51%3.03%1.81%-1.65%19.03%
2012Fundo6.46%7.68%3.39%3.15%-3.33%1.70%1.08%3.51%-1.05%2.53%0.85%3.18%32.78%
Ibov8.22%4.55%-1.85%-3.04%-12.85%-1.00%6.74%1.91%3.51%-4.14%3.33%5.66%9.48%
diferença-1.76%3.13%5.25%6.19%9.52%2.71%-5.66%1.61%-4.55%6.67%-2.49%-2.48%23.30%

Em breve teremos conteúdo (video, podcast etc.) sobre esse fundo.

Todos os conteúdo do site são inseridos manualmente, após curadoria.


ARX Long Term vale a pena?

Todo fundo de investimentos apresenta riscos. O importante é estudar fundo, conhecer o gestor e se familiarizar com a estratégia.

A ideia do nosso é website é justante te ajudar a se informar para tomar decisões conscientes.