Equitas Selection Institucional

Detalhes:

Tipo de Fundo:

CNPJ do fundo: 15.569.128/0001-48

Posição no ranking da categoria: 118º colocado

Gráfico de Retorno

Indicadores Quantitativos

Levando em conta o último mês "fechado".

Retorno Anualizado
12 meses: -39.4%24 meses: -17.5%36 meses: -11.6%48 meses: 2.1%
Volatilidade
12 meses: 29.7%24 meses: 25.6%36 meses: 33.4%
Retorno ajustado a risco
Sharpe 12 meses: -1.47Sortino 12 meses: -2.196Calmar 12 meses: -1.388Sharpe 36 meses: -0.476

Retornos Mensais

  JANFEVMARABRMAIJUNJULAGOSETOUTNOVDEZANUAL
AnoNome             
2022Fundo8.65%-1.49%3.32%-11.70%-1.98%-15.40%6.69%0.00%0.00%0.00%0.00%0.00%-13.61%
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%
diferença1.52%-2.35%-2.83%-1.15%-5.64%-4.04%2.17%0.00%0.00%0.00%0.00%0.00%-12.12%
2021Fundo0.01%-2.94%-1.04%5.51%6.41%4.08%-6.22%-2.31%-8.87%-15.73%-7.77%1.43%-26.12%
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%
diferença3.58%1.56%-7.32%3.58%0.42%3.61%-2.37%0.28%-2.22%-9.33%-6.44%-1.06%-14.04%
2020Fundo2.53%-8.62%-36.81%9.56%5.14%12.62%6.64%-2.56%-7.19%-2.51%14.24%5.96%-12.59%
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%
diferença4.63%-0.99%-5.75%-1.77%-3.85%3.74%-1.73%1.06%-2.33%-2.09%-1.58%-3.23%-15.66%
2019Fundo8.92%-2.02%1.28%1.06%4.36%6.49%7.89%5.26%0.66%4.44%0.36%10.51%60.73%
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%
diferença-2.20%0.27%1.32%-0.11%3.59%2.73%6.99%5.63%-2.82%2.25%-0.73%3.92%29.25%
2018Fundo8.95%1.04%0.68%-2.65%-8.84%-2.47%4.40%-0.40%-0.16%16.31%3.58%2.06%22.45%
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-2.13%0.43%0.76%-3.56%2.11%2.56%-4.27%2.65%-3.52%6.56%0.85%4.11%7.85%
2017Fundo10.27%7.98%-1.62%2.21%-2.58%2.24%6.00%7.44%6.79%-2.43%-4.94%2.62%38.05%
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%
diferença3.14%4.59%1.05%1.55%1.58%1.62%1.43%0.08%2.16%-2.69%-1.64%-3.75%11.30%
2016Fundo-4.05%5.56%12.57%6.18%-0.70%3.85%13.02%-0.50%-3.76%5.67%-9.39%1.53%31.36%
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%
diferença2.93%-0.21%-4.77%-1.04%9.14%-2.27%1.44%-0.95%-4.88%-5.54%-4.78%4.46%-6.88%
2015Fundo-13.50%8.30%4.65%3.71%-2.75%-1.37%-0.99%-5.35%-0.27%-0.01%-0.94%-3.49%-12.87%
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%
diferença-7.46%-1.34%5.67%-6.64%3.24%-1.59%3.07%2.81%3.94%-2.24%0.64%0.10%0.34%
2014Fundo-8.11%-2.57%1.38%0.18%3.30%3.67%1.48%7.36%-10.05%-0.27%2.02%-3.00%-5.82%
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-0.59%-1.75%-5.15%-2.26%3.92%0.25%-3.63%-2.51%1.76%-0.91%1.69%5.67%-2.44%
2013Fundo1.18%0.29%-0.82%0.10%-1.40%-7.50%0.03%3.18%2.52%1.58%-0.14%-0.10%-1.48%
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%
diferença2.85%4.64%1.03%1.28%2.28%3.84%-1.74%-1.43%-1.10%-1.17%2.55%1.92%14.35%
2012Fundo0.00%0.00%0.00%0.00%0.00%0.00%4.46%6.36%6.66%3.16%3.68%5.99%34.33%
Ibov0.00%0.00%0.00%0.00%0.00%0.00%2.89%1.91%3.56%-3.63%0.82%5.65%11.47%
diferença0.00%0.00%0.00%0.00%0.00%0.00%1.57%4.45%3.09%6.79%2.86%0.34%22.87%

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