BNP Paribas Action

O Fundo investe em ativos de renda variável com alto potencial de valorização no longo prazo. Esta seleção é feita com um processo baseado na análise fundamentalista, selecionando ações que tenham oportunidades de ganhos acima do Ibovespa, com forte perspectiva de crescimento no médio/longo prazo e sem a necessidade de ter uma correlação com o índice.

A estratégia de gestão é feita de maneira flexível para trabalhar a exposição da carteira ao longo de eventos pontuais, disfunções nos preços dos ativos e/ou longos ciclos econômicos.

Detalhes:

Tipo de Fundo:

CNPJ do fundo: 12.239.939/0001-92

Posição no ranking da categoria: 46º colocado

Gráfico de Retorno

Indicadores Quantitativos

Levando em conta o último mês "fechado".

Retorno Anualizado
12 meses: 5.5%24 meses: 2%36 meses: -0.7%48 meses: -0.8%
Volatilidade
12 meses: 16.4%24 meses: 19%36 meses: 19.2%
Retorno ajustado a risco
Sharpe 12 meses: -0.385Sortino 12 meses: -0.708Calmar 12 meses: -0.619Sharpe 36 meses: -0.499

Retornos Mensais

  JANFEVMARABRMAIJUNJULAGOSETOUTNOVDEZANUAL
AnoNome             
2024Fundo-4.93%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%-4.93%
Ibov-4.94%-0.02%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%-4.95%
diferença0.00%0.02%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.02%
2023Fundo4.37%-5.94%-4.46%0.89%4.96%7.60%2.56%-4.30%-0.68%-4.40%9.31%5.31%14.64%
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%
diferença0.70%1.97%-1.83%-1.56%1.05%-1.30%-0.75%0.48%-1.43%-1.29%-3.42%-0.20%-8.43%
2022Fundo9.15%0.03%6.40%-6.42%1.71%-12.05%4.89%6.36%-0.37%6.74%-7.76%-2.83%3.40%
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%
diferença2.03%-0.82%0.25%4.13%-1.95%-0.68%0.36%-0.22%-0.96%1.39%-4.58%-0.41%-1.71%
2021Fundo-3.25%-4.48%4.45%1.86%5.53%1.67%-4.68%-3.92%-6.13%-8.24%-2.73%3.75%-16.03%
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%
diferença1.07%0.01%-1.63%-0.27%-0.46%1.20%-0.82%-1.33%0.52%-1.85%-1.39%1.25%-3.26%
2020Fundo-0.77%-6.90%-29.79%10.92%8.58%7.79%7.74%-3.39%-4.54%-1.29%14.44%8.55%2.60%
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%
diferença1.33%0.72%1.28%-0.42%-0.40%-1.09%-0.63%0.23%0.32%-0.86%-1.38%-1.49%-1.28%
2019Fundo14.68%-0.87%-0.40%2.50%1.81%4.69%0.59%-1.71%5.40%2.62%0.54%6.70%41.91%
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%
diferença3.57%-0.70%1.76%1.34%1.04%0.93%-0.30%-1.33%1.91%0.43%-0.55%0.10%10.43%
2018Fundo1.40%-1.23%0.30%1.22%-8.58%-3.43%9.28%-9.09%-1.97%9.68%5.13%1.07%1.89%
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-9.68%-1.84%0.39%0.31%2.37%1.59%0.60%-6.04%-5.33%-0.07%2.41%3.12%-12.71%
2017Fundo5.28%2.48%-1.50%0.34%0.52%0.73%1.94%3.24%2.79%-0.59%-4.48%5.79%17.34%
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%
diferença-1.84%-0.90%1.16%-0.32%4.69%0.12%-2.64%-4.12%-1.85%-0.85%-1.18%-0.58%-9.41%
2016Fundo-4.63%3.77%1.61%5.61%0.45%0.62%4.91%1.77%0.52%3.77%-0.42%3.84%23.62%
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%
diferença2.35%-1.99%-15.74%-1.61%10.29%-5.50%-6.68%1.32%-0.61%-7.44%4.19%6.77%-14.62%
2015Fundo-2.48%6.83%1.03%1.69%0.03%-0.01%-2.68%-1.83%0.87%6.01%-0.55%1.18%10.04%
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%
diferença3.56%-2.81%2.05%-8.65%6.02%-0.23%1.38%6.33%5.08%3.78%1.03%4.77%23.25%
2014Fundo-5.38%2.14%2.15%1.47%0.86%1.54%-0.60%3.44%-2.31%2.13%-0.09%-2.04%3.00%
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%
diferença2.14%2.96%-4.38%-0.97%1.48%-1.88%-5.71%-6.43%9.50%1.48%-0.41%6.63%6.38%
2013Fundo1.07%2.74%1.06%0.24%-0.42%-5.21%1.05%-0.10%4.06%2.74%-0.05%-1.21%5.80%
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%
diferença2.74%7.08%2.91%1.42%3.26%6.13%-0.71%-4.71%0.44%-0.01%2.65%0.82%21.64%
2012Fundo3.25%4.59%3.40%2.13%1.44%2.18%0.57%3.32%1.33%5.04%1.20%2.47%35.55%
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-5.76%0.45%5.25%6.29%13.42%2.51%-2.57%1.41%-2.23%8.67%0.38%-3.18%30.89%

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