DNA Strategy

Detalhes:

CNPJ do fundo: 35.956.153/0001-91

Posição no ranking da categoria: 45º colocado

Gráfico de Retorno

Indicadores Quantitativos

Levando em conta o último mês "fechado".

Retorno Anualizado
12 meses: 7.7%24 meses: 5.9%36 meses: 4.2%48 meses: 5.9%
Volatilidade
12 meses: 2.3%24 meses: 3.4%36 meses: 3.6%
Retorno ajustado a risco
Sharpe 12 meses: -1.579Sortino 12 meses: -2.462Calmar 12 meses: -1.414Sharpe 36 meses: -1.623

Retornos Mensais

  JANFEVMARABRMAIJUNJULAGOSETOUTNOVDEZANUAL
AnoNome             
2024Fundo-0.02%0.46%0.99%-0.98%0.28%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.71%
CDI0.97%0.80%0.83%0.89%0.83%0.00%0.00%0.00%0.00%0.00%0.00%0.00%4.40%
diferença-0.99%-0.35%0.15%-1.86%-0.56%0.00%0.00%0.00%0.00%0.00%0.00%0.00%-3.68%
2023Fundo0.51%-0.65%0.41%0.98%1.83%1.24%1.18%-0.14%0.38%-0.14%2.22%1.97%10.17%
CDI1.12%0.92%1.17%0.92%1.12%1.07%1.07%1.14%0.97%1.00%0.92%0.89%13.04%
diferença-0.62%-1.57%-0.77%0.06%0.70%0.17%0.10%-1.28%-0.59%-1.14%1.30%1.08%-2.87%
2022Fundo-0.15%-0.06%1.63%-1.27%0.35%-1.89%1.39%1.49%0.41%1.51%-0.89%-0.39%2.05%
CDI0.73%0.76%0.93%0.83%1.03%1.02%1.03%1.17%1.07%1.02%1.02%1.12%12.39%
diferença-0.88%-0.82%0.70%-2.10%-0.69%-2.91%0.35%0.32%-0.67%0.49%-1.91%-1.52%-10.34%
2021Fundo-0.16%0.14%0.85%0.95%1.00%0.48%-0.16%0.13%-0.94%-0.61%0.24%1.06%3.01%
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-0.31%0.01%0.65%0.75%0.73%0.18%-0.52%-0.29%-1.39%-1.09%-0.35%0.29%-1.41%
2020Fundo0.00%0.00%0.00%1.06%1.76%1.64%2.29%0.75%-1.06%-0.13%2.92%1.92%11.66%
CDI0.00%0.00%0.00%0.27%0.23%0.21%0.19%0.16%0.16%0.16%0.15%0.17%1.71%
diferença0.00%0.00%0.00%0.79%1.52%1.43%2.10%0.59%-1.22%-0.29%2.77%1.76%9.94%

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DNA Strategy vale a pena?

Todo fundo de investimentos apresenta riscos. O importante é estudar fundo, conhecer o gestor e se familiarizar com a estratégia.

A ideia do nosso é website é justante te ajudar a se informar para tomar decisões conscientes.