Equitas Selection

Detalhes:

Tipo de Fundo:

CNPJ do fundo: 12.004.203/0001-35

Posição no ranking da categoria: 124º colocado

Gráfico de Retorno

Indicadores Quantitativos

Levando em conta o último mês "fechado".

Retorno Anualizado
12 meses: -44.8%24 meses: -22.1%36 meses: -15.6%48 meses: -0.8%
Volatilidade
12 meses: 32.3%24 meses: 28.5%36 meses: 35.4%
Retorno ajustado a risco
Sharpe 12 meses: -1.5Sortino 12 meses: -2.225Calmar 12 meses: -1.544Sharpe 36 meses: -0.557

Retornos Mensais

  JANFEVMARABRMAIJUNJULAGOSETOUTNOVDEZANUAL
AnoNome             
2022Fundo7.40%-1.78%3.14%-13.32%-2.70%-17.08%7.05%0.00%0.00%0.00%0.00%0.00%-18.55%
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%
diferença0.27%-2.63%-3.02%-2.76%-6.36%-5.72%2.52%0.00%0.00%0.00%0.00%0.00%-17.06%
2021Fundo-0.11%-3.80%-2.44%5.60%5.49%5.08%-7.02%-1.48%-10.23%-16.56%-9.35%1.29%-30.85%
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%
diferença3.46%0.70%-8.73%3.66%-0.49%4.62%-3.17%1.11%-3.57%-10.16%-8.01%-1.20%-18.77%
2020Fundo2.18%-8.40%-37.96%8.19%4.88%13.52%7.44%-1.89%-9.64%-2.75%16.10%7.47%-13.57%
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%
diferença4.27%-0.78%-6.90%-3.15%-4.11%4.65%-0.93%1.73%-4.78%-2.32%0.28%-1.72%-16.64%
2019Fundo9.31%-2.58%1.91%0.78%4.66%7.17%6.96%4.65%1.02%3.84%-0.24%11.27%59.88%
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-1.80%-0.29%1.95%-0.38%3.90%3.41%6.06%5.03%-2.46%1.64%-1.32%4.67%28.40%
2018Fundo8.13%1.16%2.23%-3.93%-8.58%-1.60%4.16%0.15%-0.99%18.59%5.40%0.86%25.84%
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-2.95%0.55%2.32%-4.84%2.37%3.42%-4.51%3.20%-4.35%8.84%2.68%2.91%11.24%
2017Fundo11.29%7.78%-1.45%1.35%-2.36%2.33%6.40%7.36%6.55%-2.02%-4.57%2.09%39.08%
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%
diferença4.16%4.40%1.21%0.70%1.80%1.72%1.82%0.00%1.91%-2.28%-1.27%-4.28%12.33%
2016Fundo-5.03%7.21%17.55%6.07%-3.46%4.97%15.22%0.53%-5.58%8.10%-9.48%1.96%40.39%
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%
diferença1.95%1.44%0.20%-1.15%6.38%-1.15%3.64%0.09%-6.70%-3.11%-4.87%4.89%2.15%
2015Fundo-12.49%8.84%5.92%1.40%-3.73%-1.72%-0.29%-5.02%0.02%-0.90%0.44%-2.68%-11.20%
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-6.45%-0.81%6.94%-8.94%2.25%-1.93%3.77%3.15%4.23%-3.14%2.02%0.91%2.01%
2014Fundo-8.70%-3.56%0.38%2.07%3.03%4.01%2.08%6.51%-9.74%-0.03%3.29%-1.25%-3.27%
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-1.18%-2.74%-6.15%-0.38%3.65%0.59%-3.03%-3.35%2.07%-0.68%2.97%7.42%0.11%
2013Fundo1.55%0.47%2.86%1.45%-2.18%-5.65%-0.09%1.87%0.00%0.50%-0.07%0.15%0.58%
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%
diferença3.22%4.81%4.71%2.63%1.49%5.70%-1.85%-2.74%-3.62%-2.25%2.62%2.18%16.41%
2012Fundo6.11%9.52%3.38%5.57%-5.36%0.98%0.69%6.02%7.60%6.45%3.01%8.17%65.15%
Ibov9.01%4.13%-1.30%-4.84%-12.84%0.79%3.14%1.91%3.56%-3.63%0.82%5.65%4.66%
diferença-2.91%5.39%4.68%10.41%7.48%0.18%-2.45%4.11%4.04%10.08%2.19%2.52%60.48%

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