Constellation Institucional

Detalhes:

Tipo de Fundo:

CNPJ do fundo: 16.948.298/0001-04

Posição no ranking da categoria: 94º colocado

Gráfico de Retorno

Indicadores Quantitativos

Levando em conta o último mês "fechado".

Retorno Anualizado
12 meses: -35.6%24 meses: -15.4%36 meses: -3.8%48 meses: 6.7%
Volatilidade
12 meses: 26.2%24 meses: 23.9%36 meses: 31.5%
Retorno ajustado a risco
Sharpe 12 meses: -1.532Sortino 12 meses: -2.507Calmar 12 meses: -1.28Sharpe 36 meses: -0.269

Retornos Mensais

  JANFEVMARABRMAIJUNJULAGOSETOUTNOVDEZANUAL
AnoNome             
2022Fundo0.34%-0.57%4.89%-12.05%-0.28%-11.04%7.76%0.00%0.00%0.00%0.00%0.00%-12.01%
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-6.78%-1.42%-1.27%-1.50%-3.93%0.32%3.23%0.00%0.00%0.00%0.00%0.00%-10.53%
2021Fundo0.26%-0.35%-4.37%2.44%2.69%1.55%-2.26%-0.57%-7.76%-12.82%-6.65%-1.99%-27.02%
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%
diferença3.83%4.14%-10.66%0.50%-3.30%1.09%1.60%2.02%-1.10%-6.42%-5.32%-4.48%-14.94%
2020Fundo3.94%-5.46%-31.13%14.25%11.08%14.19%7.63%0.82%-3.70%-0.28%8.02%6.40%17.46%
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%
diferença6.04%2.16%-0.07%2.92%2.09%5.32%-0.74%4.43%1.16%0.15%-7.79%-2.79%14.39%
2019Fundo11.14%-0.64%-0.14%1.56%3.02%5.19%4.98%4.37%1.27%2.02%2.55%7.10%50.90%
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%
diferença0.03%1.64%-0.09%0.39%2.25%1.43%4.09%4.75%-2.22%-0.18%1.46%0.51%19.42%
2018Fundo9.71%-0.38%2.23%-1.12%-9.64%-4.29%6.45%-3.90%2.20%13.03%4.76%-0.31%17.92%
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-1.38%-0.99%2.31%-2.03%1.32%0.73%-2.22%-0.85%-1.16%3.28%2.03%1.74%3.32%
2017Fundo7.44%5.81%-1.59%3.05%-2.64%1.52%5.05%4.42%6.32%0.37%-2.29%3.77%35.25%
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%
diferença0.32%2.42%1.08%2.40%1.52%0.91%0.47%-2.94%1.68%0.11%1.01%-2.60%8.50%
2016Fundo-0.92%2.46%9.61%6.17%-4.17%6.46%8.72%-0.66%-0.57%8.46%-9.20%-1.85%25.12%
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%
diferença6.06%-3.30%-7.73%-1.05%5.66%0.34%-2.86%-1.11%-1.70%-2.74%-4.59%1.08%-13.12%
2015Fundo-4.57%5.36%-0.02%3.88%-2.00%1.84%-2.22%-6.11%-2.55%1.92%0.95%-1.78%-5.79%
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%
diferença1.47%-4.29%1.00%-6.47%3.98%1.63%1.84%2.05%1.66%-0.31%2.53%1.81%7.42%
2014Fundo-8.96%2.00%2.91%1.37%3.42%3.96%1.11%6.85%-7.00%1.28%0.84%-6.35%0.07%
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%
diferença-1.44%2.82%-3.63%-1.07%4.03%0.54%-4.00%-3.02%4.81%0.63%0.52%2.32%3.45%
2013Fundo2.08%1.15%-1.79%1.79%-0.76%-6.22%1.92%-2.99%2.59%3.32%1.86%-2.97%-0.49%
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%
diferença3.76%5.49%0.06%2.97%2.91%5.13%0.16%-7.60%-1.02%0.57%4.56%-0.94%15.35%
2012Fundo0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%4.98%4.98%
Ibov0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%5.14%5.14%
diferença0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%-0.16%-0.16%

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