BTG Pactual Hedge

O fundo tem como objetivo obter ganhos de capital através de operações nos mercados de juros, câmbio, ações, commodities e dívida, utilizando-se dos instrumentos disponíveis tanto nos mercados à vista quanto nos mercados de derivativos, atuando a partir de estratégias de investimento baseadas em cenários macroeconômicos de médio e longo prazos.

Detalhes:

CNPJ do fundo: 00.888.897/0001-31

Posição no ranking da categoria: 4º colocado

Gráfico de Retorno

Indicadores Quantitativos

Levando em conta o último mês "fechado".

Retorno Anualizado
12 meses: 11.9%24 meses: 8.7%36 meses: 6%48 meses: 6.1%
Volatilidade
12 meses: 1.8%24 meses: 1.6%36 meses: 1.9%
Retorno ajustado a risco
Sharpe 12 meses: 1.274Sortino 12 meses: 2.77Calmar 12 meses: 3.943Sharpe 36 meses: 0.42

Retornos Mensais

  JANFEVMARABRMAIJUNJULAGOSETOUTNOVDEZANUAL
AnoNome             
2022Fundo2.16%0.94%1.63%1.54%1.82%0.64%0.98%0.00%0.00%0.00%0.00%0.00%10.11%
CDI0.73%0.76%0.93%0.83%1.03%1.02%1.03%0.00%0.00%0.00%0.00%0.00%6.51%
diferença1.43%0.18%0.70%0.71%0.78%-0.38%-0.05%0.00%0.00%0.00%0.00%0.00%3.60%
2021Fundo0.10%0.24%0.17%0.72%0.16%0.66%0.64%0.33%-0.12%0.02%0.62%0.81%4.43%
CDI0.15%0.14%0.20%0.21%0.27%0.31%0.35%0.43%0.44%0.49%0.59%0.77%4.43%
diferença-0.05%0.11%-0.03%0.51%-0.11%0.35%0.28%-0.10%-0.56%-0.47%0.03%0.05%0.00%
2020Fundo0.39%0.07%-2.19%-0.72%-0.26%0.50%1.47%0.96%0.92%0.25%0.69%0.44%2.51%
CDI0.38%0.29%0.34%0.28%0.23%0.21%0.19%0.16%0.16%0.16%0.15%0.17%2.76%
diferença0.02%-0.22%-2.52%-1.00%-0.49%0.29%1.27%0.80%0.76%0.09%0.54%0.28%-0.25%
2019Fundo0.90%0.39%0.42%0.48%0.72%0.98%0.94%0.71%0.01%0.12%-0.67%1.46%6.65%
CDI0.54%0.49%0.47%0.52%0.54%0.47%0.57%0.50%0.46%0.48%0.38%0.37%5.96%
diferença0.36%-0.10%-0.04%-0.03%0.18%0.51%0.37%0.21%-0.45%-0.36%-1.05%1.09%0.69%
2018Fundo0.90%0.44%0.65%0.54%-0.31%0.63%0.72%0.37%0.47%0.73%0.31%-0.31%5.23%
CDI0.58%0.46%0.53%0.52%0.52%0.52%0.54%0.57%0.47%0.54%0.49%0.49%6.42%
diferença0.31%-0.02%0.12%0.02%-0.83%0.11%0.18%-0.20%0.00%0.19%-0.19%-0.80%-1.19%
2017Fundo1.57%1.30%1.21%0.92%0.66%0.95%1.40%1.01%0.94%0.40%0.41%0.77%12.15%
CDI1.08%0.86%1.05%0.79%0.93%0.81%0.80%0.80%0.64%0.64%0.57%0.54%9.92%
diferença0.49%0.43%0.16%0.13%-0.27%0.14%0.60%0.21%0.30%-0.25%-0.15%0.23%2.23%
2016Fundo0.89%0.28%0.84%1.72%1.31%0.79%1.36%0.98%1.50%1.21%-0.12%1.08%12.49%
CDI1.06%1.00%1.16%1.06%1.11%1.16%1.11%1.21%1.11%1.05%1.04%1.12%14.01%
diferença-0.17%-0.72%-0.32%0.66%0.20%-0.37%0.25%-0.23%0.39%0.17%-1.16%-0.05%-1.52%
2015Fundo0.94%0.86%0.98%0.84%1.21%1.15%1.52%0.47%-0.16%1.87%1.94%-1.11%10.98%
CDI0.93%0.82%1.04%0.95%0.98%1.07%1.18%1.11%1.11%1.11%1.06%1.16%13.25%
diferença0.01%0.04%-0.06%-0.11%0.23%0.08%0.34%-0.64%-1.27%0.76%0.88%-2.27%-2.27%
2014Fundo0.48%0.66%0.67%0.79%0.82%1.11%0.83%0.95%0.26%0.44%0.93%0.45%8.73%
CDI0.84%0.78%0.76%0.82%0.86%0.82%0.94%0.86%0.90%0.94%0.84%0.96%10.81%
diferença-0.36%-0.12%-0.09%-0.02%-0.04%0.29%-0.11%0.09%-0.64%-0.50%0.10%-0.50%-2.08%
2013Fundo0.58%0.22%0.53%0.35%0.64%0.31%0.72%0.36%0.57%0.75%0.59%0.69%6.48%
CDI0.59%0.48%0.54%0.60%0.59%0.59%0.71%0.70%0.70%0.80%0.71%0.78%8.07%
diferença-0.01%-0.26%-0.01%-0.25%0.06%-0.29%0.01%-0.33%-0.13%-0.05%-0.12%-0.09%-1.59%
2012Fundo0.90%1.11%0.99%1.11%0.77%0.84%0.84%0.64%0.56%0.76%0.58%0.79%10.35%
CDI0.84%0.74%0.81%0.70%0.73%0.64%0.68%0.69%0.54%0.61%0.54%0.53%8.35%
diferença0.06%0.37%0.18%0.42%0.04%0.20%0.17%-0.04%0.02%0.16%0.03%0.25%2.00%

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