Constellation Inovação

Detalhes:

Tipo de Fundo:

CNPJ do fundo: 36.352.596/0001-36

Posição no ranking da categoria: 9º colocado

Gráfico de Retorno

Indicadores Quantitativos

Levando em conta o último mês "fechado".

Retorno Anualizado
12 meses: 27.4%24 meses: 21.4%36 meses: 27.3%48 meses: 18.1%
Volatilidade
12 meses: 17.3%24 meses: 18.4%36 meses: 17.8%
Retorno ajustado a risco
Sharpe 12 meses: 0.611Sortino 12 meses: 0.974Calmar 12 meses: 1.607Sharpe 36 meses: 0.743

Retornos Mensais

  JANFEVMARABRMAIJUNJULAGOSETOUTNOVDEZANUAL
AnoNome             
2026Fundo3.83%-5.82%-5.13%9.68%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%1.75%
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-9.42%-10.04%-4.65%8.14%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%-17.52%
2025Fundo8.03%-4.48%-5.55%8.54%8.47%6.01%0.50%3.34%3.81%0.79%-0.20%-0.58%31.14%
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%
diferença2.99%-2.05%-11.58%5.13%6.84%3.47%4.89%-3.30%0.38%-1.42%-6.69%-1.71%-4.76%
2024Fundo0.50%7.97%1.80%-5.87%3.92%6.62%-3.01%7.11%-0.42%3.16%-1.04%-3.67%17.21%
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%
diferença4.23%6.18%2.53%-5.13%7.35%5.17%-6.05%0.21%2.72%4.85%1.19%0.67%24.42%
2023Fundo11.41%-4.94%5.34%-0.20%10.35%6.56%2.34%0.21%-3.50%-1.81%14.67%3.09%50.40%
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%
diferença4.39%1.23%7.97%-1.92%3.91%-0.96%-0.97%4.99%-4.78%0.07%6.30%-1.85%23.84%
2022Fundo-7.12%-3.24%1.93%-14.54%-6.44%-10.06%10.87%-0.57%-4.76%4.13%-3.38%-4.88%-33.82%
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-15.18%-4.09%-2.12%-6.91%-10.10%-1.62%6.34%-7.15%-5.14%-1.82%-2.87%-2.45%-48.13%
2021Fundo0.72%4.21%-8.06%4.64%-0.60%12.63%1.10%3.60%-8.60%-8.14%-9.49%-2.69%-12.44%
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%
diferença2.87%9.38%-14.15%4.34%-6.58%12.47%6.61%6.18%-5.71%-0.47%-9.42%-4.42%-0.39%
2020Fundo0.00%0.00%0.00%0.00%0.00%9.60%13.74%6.26%-3.33%-0.84%9.01%13.85%57.60%
Ibov0.00%0.00%0.00%0.00%0.00%-0.38%8.37%-3.62%-4.25%-1.64%13.20%8.55%20.43%
diferença0.00%0.00%0.00%0.00%0.00%9.98%5.37%9.88%0.92%0.80%-4.19%5.30%37.18%

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