Constellation Institucional

Detalhes:

Tipo de Fundo:

CNPJ do fundo: 16.948.298/0001-04

Posição no ranking da categoria: 61º colocado

Gráfico de Retorno

Indicadores Quantitativos

Levando em conta o último mês "fechado".

Retorno Anualizado
12 meses: 24.1%24 meses: 15.9%36 meses: 16%48 meses: 8.4%
Volatilidade
12 meses: 19.4%24 meses: 17.9%36 meses: 17.5%
Retorno ajustado a risco
Sharpe 12 meses: 0.402Sortino 12 meses: 0.574Calmar 12 meses: 1.188Sharpe 36 meses: 0.185

Retornos Mensais

  JANFEVMARABRMAIJUNJULAGOSETOUTNOVDEZANUAL
AnoNome             
2026Fundo6.19%-2.94%-0.58%1.06%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%3.55%
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-7.06%-7.16%-0.10%-0.48%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%-15.71%
2025Fundo8.77%-2.35%2.17%11.15%5.17%0.97%-6.42%9.08%3.02%1.21%6.35%-1.44%42.89%
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%
diferença3.74%0.08%-3.87%7.75%3.55%-1.57%-2.03%2.44%-0.40%-1.00%-0.13%-2.57%7.00%
2024Fundo-3.62%0.44%-0.15%-5.83%-2.46%1.87%3.71%7.16%-5.09%0.51%-6.19%-5.93%-15.39%
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%
diferença0.11%-1.35%0.58%-5.09%0.97%0.42%0.67%0.26%-1.94%2.20%-3.96%-1.59%-8.18%
2023Fundo3.97%-7.06%-3.17%1.30%5.75%9.29%4.27%-4.50%-2.00%-5.87%14.29%4.47%20.14%
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-3.06%-0.89%-0.54%-0.42%-0.70%1.76%0.96%0.28%-3.28%-4.00%5.92%-0.47%-6.43%
2022Fundo0.34%-0.57%4.89%-12.05%-0.28%-11.04%7.76%3.62%0.12%9.85%-10.05%-5.29%-14.58%
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-7.72%-1.42%0.84%-4.42%-3.93%-2.60%3.23%-2.96%-0.26%3.90%-9.53%-2.87%-28.89%
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-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%
diferença2.41%4.81%-10.46%2.13%-3.30%1.39%3.26%2.02%-4.87%-5.15%-6.59%-3.72%-14.97%
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-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%
diferença8.62%-4.68%-0.07%7.40%0.50%2.98%-0.74%4.43%0.55%1.36%-5.18%-2.15%13.88%
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%
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%
diferença1.77%-0.11%-2.73%0.44%1.38%3.11%5.47%4.75%-2.22%-0.18%2.43%1.59%21.21%
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%
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%
diferença2.92%1.94%2.54%-2.75%-0.29%1.43%-2.37%-0.85%-1.30%3.71%6.18%1.38%13.44%
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%
Ibov7.77%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-0.33%2.42%1.58%5.98%3.55%0.44%0.47%-2.94%1.33%0.54%4.83%-1.80%20.66%
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-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%
diferença2.66%-3.82%-5.08%-2.41%5.04%0.34%-2.86%-1.11%-1.40%-2.24%-5.34%1.08%-18.44%
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-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-1.08%-3.14%1.00%-3.57%6.02%0.32%3.31%2.05%-0.62%-4.45%6.75%1.25%8.24%
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-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-3.63%2.82%-5.15%-1.30%6.52%-1.16%-1.98%-3.02%4.81%0.63%5.55%0.99%5.90%
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-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%
diferença4.64%5.59%0.06%2.43%0.31%5.13%0.94%-7.60%-1.02%0.57%5.48%-1.08%14.82%
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%5.16%5.16%
diferença0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%-0.18%-0.18%

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Constellation Institucional vale a pena?

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