ARX Long Term

Detalhes:

Tipo de Fundo:

CNPJ do fundo: 10.237.480/0001-62

Posição no ranking da categoria: 67º colocado

Gráfico de Retorno

Indicadores Quantitativos

Levando em conta o último mês "fechado".

Retorno Anualizado
12 meses: 18.6%24 meses: 2.5%36 meses: -6.6%48 meses: 3.2%
Volatilidade
12 meses: 16.1%24 meses: 19.2%36 meses: 20.4%
Retorno ajustado a risco
Sharpe 12 meses: 0.35Sortino 12 meses: 0.635Calmar 12 meses: 0.327Sharpe 36 meses: -0.766

Retornos Mensais

  JANFEVMARABRMAIJUNJULAGOSETOUTNOVDEZANUAL
AnoNome             
2024Fundo-4.15%2.89%4.80%-3.86%-2.73%0.00%0.00%0.00%0.00%0.00%0.00%0.00%-3.35%
Ibov-4.94%1.05%-0.73%-1.57%-3.04%0.00%0.00%0.00%0.00%0.00%0.00%0.00%-9.00%
diferença0.78%1.84%5.54%-2.29%0.31%0.00%0.00%0.00%0.00%0.00%0.00%0.00%5.65%
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%
Ibov3.67%-7.91%-2.63%2.45%3.90%8.90%3.31%-4.78%0.75%-3.12%12.73%5.52%23.07%
diferença-2.34%0.21%-1.26%-2.43%0.42%-1.60%0.97%-0.36%0.79%0.08%0.95%-1.94%-7.66%
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%
Ibov7.12%0.85%6.15%-10.55%3.66%-11.36%4.53%6.58%0.60%5.34%-3.18%-2.42%5.11%
diferença-0.73%-1.93%-1.04%0.46%-1.81%-1.17%0.14%1.74%-1.66%-0.98%-3.05%0.56%-9.67%
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-4.32%-4.50%6.09%2.12%5.99%0.46%-3.86%-2.59%-6.65%-6.39%-1.33%2.49%-12.76%
diferença2.22%3.63%-8.20%3.76%-1.21%1.19%0.48%-0.86%-1.15%-7.08%-1.57%0.31%-7.65%
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-2.09%-7.62%-31.06%11.33%8.99%8.88%8.37%-3.62%-4.86%-0.43%15.82%10.05%3.88%
diferença0.53%-0.23%-2.45%4.95%-0.63%-2.00%0.21%3.48%0.63%-0.13%-3.02%-2.17%-1.81%
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%
Ibov11.11%-0.17%-2.16%1.17%0.76%3.76%0.90%-0.38%3.48%2.20%1.09%6.59%31.48%
diferença-1.77%-2.58%-0.14%-0.79%0.63%1.87%1.12%1.05%-0.88%1.07%-1.02%2.20%0.83%
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%
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-1.03%-0.71%-0.31%-2.58%2.92%1.17%-4.37%-0.13%-2.74%5.08%2.21%4.53%4.87%
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%
Ibov7.13%3.38%-2.67%0.65%-4.16%0.61%4.58%7.36%4.63%0.27%-3.30%6.37%26.75%
diferença0.95%-0.48%1.32%1.81%0.32%1.75%1.25%-1.62%-0.57%-0.93%0.01%-1.99%2.45%
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-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%
diferença4.58%-3.00%-9.97%-0.85%6.18%-0.23%-0.63%-1.20%-2.21%-2.19%-3.63%1.61%-12.57%
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-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-1.68%-4.78%2.50%-4.06%2.26%2.09%2.27%1.73%2.29%-0.06%2.70%2.00%7.41%
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-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-0.66%2.33%-1.64%-1.01%2.28%1.50%-4.42%-1.28%3.48%3.64%2.48%2.92%10.49%
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-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%
diferença2.60%4.27%2.13%1.30%3.84%6.07%-0.92%-2.96%1.51%3.03%0.88%-1.52%19.55%
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%
Ibov9.01%4.13%-1.85%-4.15%-11.99%-0.34%3.14%1.91%3.56%-3.63%0.82%5.65%4.66%
diferença-2.55%3.55%5.25%7.30%8.66%2.04%-2.07%1.61%-4.61%6.16%0.03%-2.46%28.11%

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