Constellation Institucional

Detalhes:

Tipo de Fundo:

CNPJ do fundo: 16.948.298/0001-04

Posição no ranking da categoria: 51º colocado

Gráfico de Retorno

Indicadores Quantitativos

Levando em conta o último mês "fechado".

Retorno Anualizado
12 meses: 7.5%24 meses: 12.9%36 meses: 11.1%48 meses: 8.7%
Volatilidade
12 meses: 20.8%24 meses: 19.1%36 meses: 17.8%
Retorno ajustado a risco
Sharpe 12 meses: -0.288Sortino 12 meses: -0.432Calmar 12 meses: 0Sharpe 36 meses: -0.069

Retornos Mensais

    JAN FEV MAR ABR MAI JUN JUL AGO SET OUT NOV DEZ ANUAL
Ano Nome                          
2026 Fundo 6.19% -2.94% -0.58% 1.06% -7.87% 0.12% 1.37% -0.08% 5.44% 0.00% 0.00% 0.00% 2.01%
Ibov 13.24% 4.22% -0.48% 1.54% -6.06% -0.08% 3.53% -0.14% 3.70% 0.00% 0.00% 0.00% 20.03%
diferença -7.06% -7.16% -0.10% -0.48% -1.81% 0.20% -2.17% 0.06% 1.74% 0.00% 0.00% 0.00% -18.01%
2025 Fundo 8.77% -2.35% 2.17% 11.15% 5.17% 0.97% -6.42% 9.08% 3.02% 1.21% 6.35% -1.44% 42.89%
Ibov 5.04% -2.43% 6.04% 3.40% 1.62% 2.54% -4.39% 6.64% 3.42% 1.28% 6.48% 1.13% 34.65%
diferença 3.74% 0.08% -3.87% 7.75% 3.55% -1.57% -2.03% 2.44% -0.40% -0.07% -0.13% -2.57% 8.24%
2024 Fundo -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%
diferença 0.11% -1.35% 0.58% -5.09% 0.97% 0.42% 0.67% 0.26% -1.94% 2.20% -3.96% -1.59% -8.18%
2023 Fundo 3.97% -7.06% -3.17% 1.30% 5.75% 9.29% 4.27% -4.50% -2.00% -5.87% 14.29% 4.47% 20.14%
Ibov 7.03% -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%
2022 Fundo 0.34% -0.57% 4.89% -12.05% -0.28% -11.04% 7.76% 3.62% 0.12% 9.85% -10.05% -5.29% -14.58%
Ibov 8.06% 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%
2021 Fundo 0.26% -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% 6.29% 0.43% 5.99% 0.16% -5.52% -2.59% -2.89% -7.67% -0.07% 1.73% -11.77%
diferença 2.41% 4.81% -10.66% 2.01% -3.30% 1.39% 3.26% 2.02% -4.87% -5.15% -6.59% -3.72% -15.24%
2020 Fundo 3.94% -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% 7.71% 2.78%
diferença 8.62% -4.68% -0.07% 7.40% 0.50% 2.98% -0.74% 4.43% 0.55% 1.36% -5.18% -1.31% 14.68%
2019 Fundo 11.14% -0.64% -0.14% 1.56% 3.02% 5.19% 4.98% 4.37% 1.27% 2.02% 2.55% 7.10% 50.90%
Ibov 9.37% -2.29% 0.31% 1.12% 1.55% 2.08% -0.49% -0.38% 3.48% 2.20% 0.12% 5.52% 24.46%
diferença 1.77% 1.64% -0.45% 0.44% 1.46% 3.11% 5.47% 4.75% -2.22% -0.18% 2.43% 1.59% 26.44%
2018 Fundo 9.71% -0.38% 2.23% -1.12% -9.64% -4.29% 6.45% -3.90% 2.20% 13.03% 4.76% -0.31% 17.92%
Ibov 9.19% -2.42% -0.08% 1.62% -9.35% -5.72% 8.82% -3.05% 3.50% 9.33% -1.43% -1.69% 6.96%
diferença 0.52% 2.05% 2.31% -2.75% -0.29% 1.43% -2.37% -0.85% -1.30% 3.71% 6.18% 1.38% 10.96%
2017 Fundo 7.44% 5.81% -1.59% 3.05% -2.64% 1.52% 5.05% 4.42% 6.32% 0.37% -2.29% 3.77% 35.25%
Ibov 7.77% 3.38% -3.16% -2.92% -6.20% 0.61% 4.58% 7.36% 4.63% 0.27% -3.30% 6.37% 19.76%
diferença -0.33% 2.42% 1.58% 5.98% 3.55% 0.91% 0.47% -2.94% 1.68% 0.11% 1.01% -2.60% 15.49%
2016 Fundo -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%
diferença 2.66% -3.82% -5.08% -2.41% 5.04% 0.34% -2.86% -1.11% -1.40% -2.24% -5.34% 1.08% -18.44%
2015 Fundo -4.57% 5.36% -0.02% 3.88% -2.00% 1.80% -2.22% -6.11% -2.55% 1.92% 0.95% -1.78% -5.82%
Ibov -3.49% 8.50% -1.02% 7.45% -8.02% 1.52% -5.53% -8.16% -4.72% 6.37% -5.80% -3.03% -16.47%
diferença -1.08% -3.14% 1.00% -3.57% 6.02% 0.28% 3.31% 2.05% 2.17% -4.45% 6.75% 1.25% 10.64%
2014 Fundo -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%
2013 Fundo 2.08% 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%
diferença 4.64% 5.59% 0.06% 2.43% 0.31% 5.13% 0.94% -7.60% -1.02% 0.57% 5.48% -1.08% 14.82%
2012 Fundo 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 4.98% 4.98%
Ibov 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 5.16% 5.16%
diferença 0.00% 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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