Impacto Valuation

Criado em 2012 o fundo segue uma filosofia de “value investing“, com análise bottom up. Possuem uma carteira relativamente concentrada.

Detalhes:

Tipo de Fundo:

Gestora: Impacto Investimentos

CNPJ do fundo: 08.140.054/0001-64

Posição no ranking da categoria: 70º colocado

Gráfico de Retorno

Indicadores Quantitativos

Levando em conta o último mês "fechado".

Retorno Anualizado
12 meses: 8.9%24 meses: 9.9%36 meses: 10.7%48 meses: 10.7%
Volatilidade
12 meses: 19.2%24 meses: 17.9%36 meses: 16.8%
Retorno ajustado a risco
Sharpe 12 meses: -0.25Sortino 12 meses: -0.38Calmar 12 meses: 0Sharpe 36 meses: -0.095

Retornos Mensais

    JAN FEV MAR ABR MAI JUN JUL AGO SET OUT NOV DEZ ANUAL
Ano Nome                          
2026 Fundo 10.34% 2.24% -2.81% -0.70% -6.18% -2.97% -0.12% -1.18% 5.31% 0.00% 0.00% 0.00% 3.03%
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 -2.90% -1.98% -2.34% -2.24% -0.12% -2.89% -3.65% -1.04% 1.62% 0.00% 0.00% 0.00% -17.00%
2025 Fundo 5.02% -2.81% 5.08% 6.31% 4.41% 1.34% -3.51% 5.93% 1.93% 1.67% 4.30% 0.19% 33.54%
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 -0.01% -0.38% -0.96% 2.91% 2.79% -1.20% 0.88% -0.71% -1.49% 0.40% -2.18% -0.94% -1.11%
2024 Fundo -5.30% 1.02% 1.08% -5.24% -0.90% 0.95% 3.03% 5.82% -1.19% -1.60% -4.39% -6.03% -12.69%
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 -1.56% -0.76% 1.81% -4.50% 2.53% -0.50% -0.01% -1.08% 1.95% 0.09% -2.16% -1.69% -5.48%
2023 Fundo 3.85% -6.02% -2.22% 3.08% 6.07% 8.47% 5.35% -3.56% -0.50% -4.38% 12.76% 5.77% 30.47%
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 -3.18% 0.15% 0.41% 1.36% -0.38% 0.95% 2.04% 1.22% -1.78% -2.50% 4.39% 0.83% 3.90%
2022 Fundo 3.88% -3.37% 6.71% -7.85% 3.15% -12.92% 5.21% 7.37% -1.14% 2.31% -3.11% -3.13% -4.92%
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 -4.17% -4.23% 2.66% -0.22% -0.51% -4.48% 0.68% 0.80% -1.52% -3.63% -2.59% -0.70% -19.23%
2021 Fundo -2.75% -2.53% 7.66% 4.25% 7.89% 3.92% -3.29% -5.11% -7.67% -11.16% -0.97% 3.48% -7.98%
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 -0.60% 2.63% 1.37% 3.82% 1.90% 3.76% 2.23% -2.52% -4.78% -3.49% -0.90% 1.75% 3.80%
2020 Fundo 2.48% -5.52% -34.15% 15.24% 7.11% 12.14% 11.50% -0.50% -8.71% -0.22% 14.41% 7.38% 9.55%
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 7.16% -4.74% -3.09% 8.38% -3.47% 0.92% 3.12% 3.11% -4.46% 1.42% 1.20% -0.33% 6.77%
2019 Fundo 6.10% 0.93% -1.41% 0.51% 3.72% 5.76% 4.32% 0.26% 2.31% 4.08% 5.47% 14.83% 57.02%
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 -3.27% 3.22% -1.72% -0.61% 2.17% 3.68% 4.81% 0.64% -1.17% 1.88% 5.35% 9.32% 32.57%
2018 Fundo 5.63% 0.79% -4.20% -0.78% -2.08% -7.46% 9.70% 1.86% -0.51% 3.84% 2.15% 0.34% 8.50%
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 -3.56% 3.21% -4.11% -2.41% 7.27% -1.74% 0.88% 4.90% -4.01% -5.49% 3.58% 2.03% 1.54%
2017 Fundo 3.48% 3.09% 0.20% 3.41% -0.49% 1.01% 5.40% 4.78% 5.41% 1.60% -2.42% 5.76% 35.63%
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 -4.29% -0.29% 3.37% 6.33% 5.71% 0.40% 0.82% -2.58% 0.77% 1.34% 0.88% -0.61% 15.87%
2016 Fundo -6.82% 5.60% 9.74% 6.05% -3.97% 2.26% 7.38% 2.30% 0.44% 6.17% -1.14% 0.09% 30.36%
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 -3.25% -0.68% -4.95% -2.53% 5.24% -3.86% -4.20% 1.85% -0.39% -4.53% 2.71% 3.03% -13.20%
2015 Fundo -9.33% 4.21% 1.34% 3.22% -6.28% -2.32% -3.03% -5.75% -0.79% 0.74% -2.63% -1.65% -20.85%
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 -5.84% -4.30% 2.36% -4.23% 1.75% -3.84% 2.50% 2.42% 3.93% -5.63% 3.17% 1.38% -4.38%
2014 Fundo -6.74% -0.43% 3.42% 0.86% -0.04% 1.27% 1.11% 3.40% -5.30% -0.89% -3.13% -4.00% -10.53%
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 -1.41% 0.39% -4.64% -1.81% 3.06% -3.85% -1.98% -6.47% 6.51% -1.54% 1.58% 3.34% -4.70%
2013 Fundo 0.04% 0.16% -0.04% -0.10% -1.63% -6.60% 1.48% -1.05% 5.66% 3.04% -0.34% -0.15% 0.00%
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 2.59% 4.61% 1.81% 0.54% -0.56% 4.74% 0.49% -5.65% 2.04% 0.30% 3.28% 1.74% 15.31%
2012 Fundo 4.02% 6.64% 1.17% 0.06% -6.54% 1.93% 0.57% 2.36% 4.18% 0.82% 1.56% 5.94% 24.47%
Ibov 8.22% 4.55% -1.30% -3.73% -12.97% 0.12% 6.74% 1.91% 3.51% -4.14% 3.33% 5.66% 10.39%
diferença -4.20% 2.09% 2.46% 3.79% 6.44% 1.82% -6.18% 0.46% 0.67% 4.96% -1.77% 0.28% 14.07%
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