BTG Pactual Dividendos

Detalhes:

Tipo de Fundo:

CNPJ do fundo: 09.290.813/0001-38

Posição no ranking da categoria: 105º colocado

Gráfico de Retorno

Indicadores Quantitativos

Levando em conta o último mês "fechado".

Retorno Anualizado
12 meses: -16.5%24 meses: -6.5%36 meses: -3.2%48 meses: 5.2%
Volatilidade
12 meses: 18.8%24 meses: 19.1%36 meses: 27.5%
Retorno ajustado a risco
Sharpe 12 meses: -1.227Sortino 12 meses: -1.788Calmar 12 meses: -0.735Sharpe 36 meses: -0.289

Retornos Mensais

  JANFEVMARABRMAIJUNJULAGOSETOUTNOVDEZANUAL
AnoNome             
2022Fundo5.29%-0.92%7.62%-5.87%2.27%-9.19%3.85%0.00%0.00%0.00%0.00%0.00%1.91%
Ibov7.12%0.85%6.15%-10.55%3.66%-11.36%4.53%0.00%0.00%0.00%0.00%0.00%-1.49%
diferença-1.83%-1.77%1.47%4.68%-1.39%2.17%-0.68%0.00%0.00%0.00%0.00%0.00%3.40%
2021Fundo-3.59%-4.15%8.17%0.08%2.93%-0.04%-3.94%-3.40%-3.84%-8.49%-4.32%0.74%-18.99%
Ibov-3.57%-4.50%6.29%1.94%5.99%0.46%-3.86%-2.59%-6.65%-6.39%-1.33%2.49%-12.08%
diferença-0.02%0.34%1.89%-1.86%-3.05%-0.50%-0.08%-0.81%2.81%-2.10%-2.99%-1.76%-6.91%
2020Fundo0.83%-6.47%-27.43%8.70%7.88%6.85%7.80%-4.53%-4.93%-2.30%13.08%6.00%-1.74%
Ibov-2.09%-7.62%-31.06%11.33%8.99%8.88%8.37%-3.62%-4.86%-0.43%15.82%9.19%3.07%
diferença2.92%1.15%3.63%-2.63%-1.11%-2.02%-0.57%-0.91%-0.07%-1.87%-2.73%-3.19%-4.81%
2019Fundo9.62%-2.53%-1.36%3.69%2.89%4.92%3.20%-0.20%1.89%0.45%1.74%7.94%36.58%
Ibov11.11%-2.29%-0.04%1.17%0.76%3.76%0.90%-0.38%3.48%2.20%1.09%6.59%31.48%
diferença-1.49%-0.24%-1.32%2.53%2.12%1.16%2.31%0.18%-1.59%-1.75%0.65%1.35%5.10%
2018Fundo7.05%-1.63%1.15%-1.95%-11.08%-4.67%6.45%-4.85%3.25%9.09%4.52%0.51%6.10%
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-4.03%-2.24%1.24%-2.86%-0.13%0.35%-2.22%-1.80%-0.11%-0.66%1.80%2.56%-8.50%
2017Fundo3.13%2.47%1.13%1.86%-3.06%1.70%2.56%5.77%4.99%-1.57%-1.44%3.29%22.49%
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-4.00%-0.91%3.80%1.21%1.11%1.09%-2.02%-1.59%0.36%-1.83%1.86%-3.08%-4.26%
2016Fundo-0.61%2.06%9.98%3.98%-2.00%5.47%6.89%-2.74%-1.47%4.62%-7.00%-1.02%18.27%
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%
diferença6.37%-3.71%-7.37%-3.23%7.84%-0.66%-4.70%-3.19%-2.60%-6.59%-2.39%1.91%-19.96%
2015Fundo-3.25%8.25%1.95%5.21%-3.57%1.99%-1.40%-6.34%-2.39%1.87%-1.59%-2.05%-2.20%
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%
diferença2.79%-1.39%2.97%-5.13%2.42%1.78%2.67%1.82%1.82%-0.36%-0.02%1.54%11.00%
2014Fundo-5.70%-0.43%6.83%2.50%0.89%3.60%-0.74%7.34%-9.09%1.48%3.16%-4.75%3.79%
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%
diferença1.82%0.39%0.30%0.05%1.50%0.18%-5.84%-2.53%2.72%0.83%2.84%3.92%7.17%
2013Fundo2.02%-0.64%0.51%2.18%0.91%-5.82%0.00%-1.60%5.14%3.20%-1.39%-2.52%1.53%
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%
diferença3.70%3.70%2.36%3.36%4.58%5.52%-1.76%-6.21%1.53%0.45%1.30%-0.50%17.36%
2012Fundo1.58%7.03%3.58%2.52%-4.50%3.77%2.38%-0.70%-2.67%-0.44%4.23%3.16%21.17%
Ibov9.01%4.13%-1.30%-4.84%-12.84%0.79%3.14%1.91%3.56%-3.63%0.82%5.65%4.66%
diferença-7.44%2.90%4.87%7.35%8.34%2.98%-0.77%-2.61%-6.23%3.19%3.41%-2.48%16.51%

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