BTG Pactual Absoluto Institucional

Detalhes:

Tipo de Fundo:

CNPJ do fundo: 11.977.794/0001-64

Posição no ranking da categoria: 107º colocado

Gráfico de Retorno

Indicadores Quantitativos

Levando em conta o último mês "fechado".

Retorno Anualizado
12 meses: 25.5%24 meses: 7%36 meses: 10.8%48 meses: 4.8%
Volatilidade
12 meses: 19.4%24 meses: 18.2%36 meses: 17.4%
Retorno ajustado a risco
Sharpe 12 meses: 0.463Sortino 12 meses: 0.67Calmar 12 meses: 1.367Sharpe 36 meses: -0.083

Retornos Mensais

  JANFEVMARABRMAIJUNJULAGOSETOUTNOVDEZANUAL
AnoNome             
2026Fundo6.78%-0.28%-0.29%-1.39%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%4.69%
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-6.47%-4.50%0.19%-2.93%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%-14.58%
2025Fundo3.51%-2.41%-2.64%9.93%8.44%1.88%-8.37%8.39%3.77%-0.05%7.04%-1.91%29.20%
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-1.52%0.03%-8.68%6.53%6.81%-0.66%-3.98%1.76%0.35%-2.26%0.56%-3.04%-6.69%
2024Fundo-3.37%2.43%0.22%-7.28%-3.92%2.15%2.14%3.98%-4.84%-1.30%-4.60%-7.33%-20.38%
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%
diferença0.37%0.64%0.95%-6.54%-0.49%0.70%-0.90%-2.92%-1.70%0.39%-2.37%-2.99%-13.17%
2023Fundo4.66%-6.29%-5.51%-2.06%7.44%9.39%3.06%-7.18%0.62%-3.86%11.94%4.83%15.82%
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-2.37%-0.12%-2.88%-3.78%0.99%1.86%-0.25%-2.40%-0.66%-1.99%3.57%-0.11%-10.75%
2022Fundo5.00%-2.08%6.88%-10.96%-0.63%-10.74%8.51%5.74%-0.31%7.78%-8.09%-3.06%-4.67%
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-3.05%-2.94%2.83%-3.33%-4.28%-2.29%3.98%-0.84%-0.69%1.84%-7.57%-0.64%-18.99%
2021Fundo-0.62%-2.53%1.73%0.99%3.64%1.29%-4.57%-6.82%-8.84%-13.06%-6.71%-0.69%-31.79%
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%
diferença1.53%2.63%-4.36%0.69%-2.35%1.13%0.95%-4.23%-5.95%-5.39%-6.64%-2.42%-19.74%
2020Fundo2.03%-7.13%-31.71%16.50%10.28%10.27%8.38%-0.43%-2.97%-1.73%8.68%5.23%7.88%
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%
diferença6.71%-6.35%-0.65%9.64%-0.30%-0.95%0.01%3.18%1.28%-0.09%-4.52%-3.32%4.29%
2019Fundo7.62%-1.86%-1.42%4.01%3.30%4.85%4.60%1.93%1.25%2.34%0.24%7.19%39.23%
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-1.74%-1.32%-4.02%2.89%1.66%2.77%5.09%2.30%-2.23%0.14%0.13%1.67%9.54%
2018Fundo7.79%0.24%1.90%-0.97%-9.05%-1.91%6.13%-4.65%2.19%13.00%3.42%2.88%20.97%
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%
diferença1.01%2.55%2.22%-2.59%0.30%3.82%-2.69%-1.60%-1.30%3.67%4.85%4.58%16.49%
2017Fundo3.99%3.41%0.69%2.49%-2.17%2.08%4.61%6.21%5.23%-2.49%-2.16%4.95%29.72%
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-3.78%0.03%3.85%5.41%4.02%0.99%0.03%-1.15%0.24%-2.32%4.96%-0.62%15.13%
2016Fundo-0.50%1.61%9.15%5.12%-2.69%6.18%8.27%-3.14%-1.19%6.30%-9.25%-1.23%18.32%
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%
diferença3.07%-4.67%-5.54%-3.46%6.52%0.05%-3.31%-3.59%-2.02%-4.40%-5.40%1.70%-25.24%
2015Fundo-4.54%8.80%1.39%6.80%-2.79%2.37%0.60%-5.47%-1.47%-1.66%-2.09%-2.14%-1.18%
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-1.04%0.30%2.41%-0.65%5.24%0.84%6.12%2.69%0.47%-8.04%3.71%0.89%12.84%
2014Fundo-6.32%1.04%5.98%2.83%1.01%5.23%0.37%8.28%-9.39%4.29%2.94%-5.44%9.62%
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-0.98%1.86%-2.07%0.16%4.12%0.11%-2.72%-1.59%2.42%3.64%7.65%1.90%15.44%
2013Fundo1.63%-1.70%0.03%2.23%0.58%-6.25%1.29%1.07%4.06%4.34%-0.31%-2.31%4.29%
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%
diferença4.18%2.75%1.89%2.87%1.66%5.09%0.31%-3.54%0.45%1.59%3.31%-0.42%19.60%
2012Fundo3.85%7.45%0.07%2.17%-5.89%2.49%4.29%2.90%0.49%1.92%4.24%3.26%30.21%
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-4.37%2.90%1.93%5.22%6.96%3.50%-2.46%1.00%-3.01%6.06%0.90%-2.40%20.74%

Videos sobre o fundo

A ideia é trazer video mais "perenes", que te permitam conhecer o gestor e o fundo. Evitamos videos que sejam muito focados no posicionamento momentâneo da carteira.

Laercio Henrique no Clube Exame #53

Ilustração do video

Publicado em 14/02/2023

No video os gestor conta um pouco de sua trajetória, filosofia de investimentos e as estratégias que comanda dentro da BTG Asset. Além disso, Laercio fala um pouco das teses do fundo e perspectivas econômicas.

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