Equitas Selection Institucional

Detalhes:

Tipo de Fundo:

CNPJ do fundo: 15.569.128/0001-48

Posição no ranking da categoria: 105º colocado

Gráfico de Retorno

Indicadores Quantitativos

Levando em conta o último mês "fechado".

Retorno Anualizado
12 meses: -5.2%24 meses: -2.5%36 meses: -5.3%48 meses: -2.6%
Volatilidade
12 meses: 4.7%24 meses: 17.8%36 meses: 17.5%
Retorno ajustado a risco
Sharpe 12 meses: -1.827Sortino 12 meses: -0.407Calmar 12 meses: 0Sharpe 36 meses: -0.766

Retornos Mensais

    JAN FEV MAR ABR MAI JUN JUL AGO SET OUT NOV DEZ ANUAL
Ano Nome                          
2026 Fundo -5.82% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% -5.82%
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 -19.06% -4.22% 0.48% -1.54% 6.06% 0.08% -3.53% 0.14% -3.70% 0.00% 0.00% 0.00% -25.84%
2025 Fundo 4.49% -4.65% 0.44% 5.51% -0.14% 0.72% -11.10% 5.01% -1.44% -0.63% 3.88% -1.22% -0.37%
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 -0.55% -2.22% -5.60% 2.11% -1.76% -1.81% -6.71% -1.63% -4.86% -1.91% -2.60% -2.35% -35.02%
2024 Fundo -7.10% -3.22% 0.55% -3.79% -3.33% -1.27% 3.13% 4.58% -6.04% -0.19% 5.43% -3.46% -14.54%
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 -3.37% -5.00% 1.29% -3.06% 0.10% -2.72% 0.09% -2.32% -2.90% 1.50% 7.66% 0.88% -7.33%
2023 Fundo 9.57% 0.62% -0.95% -1.21% 6.47% 8.68% 0.56% -3.28% -1.77% -8.01% 7.78% 6.12% 25.45%
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 2.54% 6.78% 1.68% -2.93% 0.02% 1.15% -2.75% 1.50% -3.05% -6.14% -0.59% 1.18% -1.12%
2022 Fundo 8.65% -1.49% 3.32% -11.70% -1.98% -15.40% 6.69% 10.62% -1.90% 8.57% -13.26% -7.37% -18.22%
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 0.59% -2.35% -0.73% -4.07% -5.64% -6.96% 2.17% 4.04% -2.28% 2.63% -12.74% -4.95% -32.53%
2021 Fundo 0.01% -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 -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 2.16% 2.22% -7.32% 5.08% 0.42% 3.92% -0.71% 0.28% -5.99% -8.06% -7.71% -0.30% -14.34%
2020 Fundo 2.53% -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 -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 7.21% -7.84% -5.75% 2.71% -5.44% 1.40% -1.73% 1.06% -2.94% -0.88% 1.04% -1.75% -15.37%
2019 Fundo 8.92% -2.02% 1.28% 1.06% 4.36% 6.49% 7.89% 5.26% 0.66% 4.44% 0.36% 10.51% 60.73%
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 -0.45% 0.27% 0.97% -0.06% 2.81% 4.41% 8.38% 5.63% -2.82% 2.25% 0.24% 5.00% 36.27%
2018 Fundo 8.95% 1.04% 0.68% -2.65% -8.84% -2.47% 4.40% -0.40% -0.16% 16.31% 3.58% 2.06% 22.45%
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 -0.23% 3.47% 0.76% -4.28% 0.51% 3.26% -4.42% 2.65% -3.66% 6.98% 5.00% 3.75% 15.50%
2017 Fundo 10.27% 7.98% -1.62% 2.21% -2.58% 2.24% 6.00% 7.44% 6.79% -2.43% -4.94% 2.62% 38.05%
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 2.50% 4.59% 1.54% 5.13% 3.62% 1.62% 1.43% 0.08% 2.16% -2.69% -1.64% -3.75% 18.29%
2016 Fundo -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 -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 -0.47% -0.72% -2.12% -2.39% 8.51% -2.27% 1.44% -0.95% -4.59% -5.04% -5.53% 4.46% -12.20%
2015 Fundo -13.50% 8.30% 4.65% 3.71% -2.75% -1.40% -0.99% -5.35% -0.27% -0.01% -0.94% -3.49% -12.90%
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 -10.01% -0.20% 5.67% -3.74% 5.28% -2.92% 4.54% 2.81% 4.45% -6.38% 4.86% -0.46% 3.57%
2014 Fundo -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 -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 -2.77% -1.75% -6.68% -2.48% 6.40% -1.44% -1.61% -2.51% 1.76% -0.91% 6.72% 4.34% 0.00%
2013 Fundo 1.18% 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 -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 3.73% 4.74% 1.03% 0.74% -0.32% 3.84% -0.96% -1.43% -1.10% -1.17% 3.48% 1.79% 13.82%
2012 Fundo 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 4.46% 6.36% 6.66% 3.16% 3.68% 5.99% 34.33%
Ibov 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 2.89% 1.91% 3.51% -4.14% 3.33% 5.66% 13.60%
diferença 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 1.57% 4.45% 3.15% 7.30% 0.35% 0.32% 20.73%

Em breve teremos conteúdo (video, podcast etc.) sobre esse fundo.

Todos os conteúdo do site são inseridos manualmente, após curadoria.


Equitas Selection Institucional 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.