AZ Quest Ações

Detalhes:

Tipo de Fundo:

CNPJ do fundo: 07.279.657/0001-89

Posição no ranking da categoria: 58º colocado

Gráfico de Retorno

Indicadores Quantitativos

Levando em conta o último mês "fechado".

Retorno Anualizado
12 meses: 29.1%24 meses: 16.2%36 meses: 17.5%48 meses: 10.4%
Volatilidade
12 meses: 20.6%24 meses: 17.4%36 meses: 16.8%
Retorno ajustado a risco
Sharpe 12 meses: 0.582Sortino 12 meses: 0.784Calmar 12 meses: 1.826Sharpe 36 meses: 0.27

Retornos Mensais

  JANFEVMARABRMAIJUNJULAGOSETOUTNOVDEZANUAL
AnoNome             
2026Fundo8.76%4.46%-4.13%-0.94%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%7.90%
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-4.49%0.24%-3.65%-2.47%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%-11.37%
2025Fundo4.73%-3.99%3.64%6.17%4.44%2.09%-6.79%9.06%3.68%1.33%8.55%-4.09%31.15%
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-0.31%-1.56%-2.40%2.77%2.82%-0.45%-2.40%2.42%0.26%-0.89%2.07%-5.22%-4.74%
2024Fundo-1.71%1.86%-0.22%-3.35%-3.86%1.24%4.63%5.51%-2.77%-0.10%-3.37%-3.22%-5.77%
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%
diferença2.03%0.07%0.51%-2.62%-0.43%-0.21%1.59%-1.39%0.37%1.59%-1.14%1.12%1.44%
2023Fundo3.74%-7.27%-4.02%2.12%2.05%9.93%4.71%-6.15%1.19%-5.18%10.85%5.44%16.58%
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-3.28%-1.10%-1.39%0.40%-4.40%2.40%1.40%-1.36%-0.09%-3.30%2.48%0.50%-9.99%
2022Fundo7.72%-0.96%4.59%-7.72%2.37%-12.15%4.55%6.83%-0.45%6.11%-5.19%-3.81%-0.35%
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-0.33%-1.82%0.54%-0.09%-1.28%-3.70%0.03%0.26%-0.82%0.16%-4.67%-1.39%-14.66%
2021Fundo-2.64%-2.40%1.92%4.82%5.59%0.48%-5.02%-5.26%-4.58%-7.73%-4.24%2.20%-16.49%
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%
diferença-0.50%2.76%-4.17%4.51%-0.39%0.32%0.50%-2.68%-1.69%-0.06%-4.18%0.46%-4.44%
2020Fundo3.82%-8.29%-35.44%11.36%9.33%9.88%8.86%-1.98%-6.19%-0.62%9.14%7.67%-3.87%
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%
diferença8.49%-7.51%-4.38%4.51%-1.25%-1.34%0.49%1.64%-1.94%1.01%-4.06%-0.88%-7.45%
2019Fundo7.42%-2.38%-0.79%1.75%0.48%3.39%3.84%1.07%1.95%2.27%-0.62%7.53%28.60%
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-1.95%-1.84%-3.38%0.63%-1.16%1.31%4.33%1.45%-1.54%0.07%-0.74%2.02%-1.09%
2018Fundo13.79%1.98%1.29%1.92%-8.62%-4.35%7.39%-4.52%3.09%12.44%1.36%-0.03%26.12%
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%
diferença7.01%4.29%1.60%0.30%0.73%1.37%-1.43%-1.47%-0.40%3.12%2.79%1.66%21.64%
2017Fundo7.44%2.15%-3.94%1.05%-5.74%0.21%6.61%8.03%6.41%0.26%-5.20%6.25%24.55%
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%
diferença-0.33%-1.23%-0.78%3.97%0.46%-0.87%2.03%0.67%1.42%0.42%1.93%0.68%9.95%
2016Fundo-3.25%1.87%8.74%4.43%-7.95%3.88%13.81%1.67%-0.20%11.76%-7.14%-1.78%25.97%
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%
diferença0.33%-4.41%-5.95%-4.14%1.26%-2.24%2.23%1.22%-1.03%1.05%-3.29%1.16%-17.59%
2015Fundo-7.44%8.48%1.92%5.20%-6.46%-0.32%-0.47%-6.38%-0.69%0.43%-1.01%-3.79%-11.12%
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-3.94%-0.02%2.94%-2.25%1.57%-1.84%5.06%1.79%1.25%-5.94%4.79%-0.77%2.90%
2014Fundo-7.35%-0.17%4.61%1.03%1.50%3.56%2.18%9.43%-7.50%0.63%0.18%-6.10%0.62%
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-2.01%0.65%-3.44%-1.63%4.61%-1.56%-0.91%-0.44%4.32%-0.01%4.89%1.24%6.45%
2013Fundo1.47%-0.14%-0.79%1.91%-0.23%-6.23%0.37%1.31%1.90%2.95%0.55%-0.99%1.78%
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%
diferença4.02%4.31%1.07%2.54%0.84%5.11%-0.61%-3.30%-1.72%0.20%4.17%0.90%17.08%
2012Fundo7.47%3.83%0.18%-2.06%-11.05%0.90%2.96%4.96%2.01%2.26%2.43%5.82%20.08%
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-0.75%-0.72%2.03%0.99%1.80%1.90%-3.79%3.05%-1.49%6.40%-0.90%0.16%10.60%

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AZ Quest Ações vale a pena?

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