Indie Ações

Detalhes:

Tipo de Fundo:

CNPJ do fundo: 17.335.646/0001-22

Posição no ranking da categoria: 106º colocado

Gráfico de Retorno

Indicadores Quantitativos

Levando em conta o último mês "fechado".

Retorno Anualizado
12 meses: 11.3%24 meses: 6.6%36 meses: 11.4%48 meses: 5.4%
Volatilidade
12 meses: 20.6%24 meses: 20.4%36 meses: 19.8%
Retorno ajustado a risco
Sharpe 12 meses: -0.146Sortino 12 meses: -0.203Calmar 12 meses: -0.458Sharpe 36 meses: -0.046

Retornos Mensais

  JANFEVMARABRMAIJUNJULAGOSETOUTNOVDEZANUAL
AnoNome             
2026Fundo10.00%2.52%-5.71%-1.71%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%4.51%
Ibov13.24%4.22%-0.48%1.54%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%19.27%
diferença-3.24%-1.70%-5.23%-3.25%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%-14.75%
2025Fundo5.25%-5.45%4.99%11.66%4.29%3.30%-7.43%7.71%3.61%-2.89%1.59%-3.28%23.90%
Ibov5.04%-2.43%6.04%3.40%1.62%2.54%-4.39%6.64%3.42%2.21%6.48%1.13%35.89%
diferença0.21%-3.02%-1.05%8.26%2.67%0.76%-3.03%1.08%0.18%-5.10%-4.89%-4.41%-11.99%
2024Fundo-5.46%1.47%1.84%-8.04%-1.91%0.87%3.96%4.41%-1.69%-1.45%-5.94%-7.64%-18.79%
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-1.72%-0.32%2.58%-7.30%1.52%-0.58%0.92%-2.49%1.45%0.24%-3.72%-3.30%-11.58%
2023Fundo3.50%-8.23%-4.01%4.41%10.90%11.40%3.75%-6.60%1.00%-8.59%13.89%5.53%26.46%
Ibov7.03%-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-3.52%-2.06%-1.38%2.69%4.45%3.87%0.44%-1.82%-0.28%-6.72%5.52%0.59%-0.10%
2022Fundo3.96%-4.96%0.79%-11.23%0.50%-13.65%4.18%10.47%-1.67%8.89%-8.76%-4.35%-17.50%
Ibov8.06%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-4.10%-5.81%-3.26%-3.59%-3.16%-5.21%-0.34%3.89%-2.05%2.95%-8.24%-1.92%-31.81%
2021Fundo-0.12%-4.31%2.25%2.28%6.84%0.72%-2.12%-8.01%-5.42%-14.37%-5.98%3.82%-23.43%
Ibov-2.14%-5.16%6.09%0.30%5.99%0.16%-5.52%-2.59%-2.89%-7.67%-0.07%1.73%-12.05%
diferença2.02%0.85%-3.84%1.98%0.85%0.57%3.39%-5.42%-2.53%-6.70%-5.91%2.08%-11.38%
2020Fundo2.11%-6.28%-34.41%15.07%8.28%12.71%8.13%0.48%-5.92%0.36%11.12%6.93%7.45%
Ibov-4.67%-0.78%-31.06%6.86%10.58%11.22%8.37%-3.62%-4.25%-1.64%13.20%8.55%3.59%
diferença6.79%-5.50%-3.35%8.22%-2.30%1.49%-0.24%4.10%-1.67%1.99%-2.08%-1.62%3.86%
2019Fundo10.42%-2.54%-0.79%3.44%2.65%5.15%4.85%4.01%1.06%3.97%1.49%13.46%57.28%
Ibov9.37%-0.53%2.60%1.12%1.64%2.08%-0.49%-0.38%3.48%2.20%0.12%5.52%29.69%
diferença1.06%-2.01%-3.38%2.32%1.01%3.07%5.34%4.39%-2.42%1.77%1.37%7.94%27.59%
2018Fundo8.35%1.10%-0.80%-1.14%-7.42%-3.95%7.09%-4.62%2.31%9.01%3.22%1.64%14.15%
Ibov6.78%-2.32%-0.31%1.62%-9.35%-5.72%8.82%-3.05%3.50%9.33%-1.43%-1.69%4.48%
diferença1.57%3.41%-0.49%-2.77%1.93%1.77%-1.74%-1.58%-1.19%-0.32%4.65%3.34%9.68%
2017Fundo7.88%4.95%2.29%1.79%-3.43%1.45%5.70%6.60%6.44%1.12%-2.36%5.92%44.87%
Ibov7.77%3.38%-3.16%-2.92%-6.20%1.08%4.58%7.36%4.99%-0.17%-7.13%5.57%14.59%
diferença0.11%1.57%5.46%4.71%2.77%0.36%1.12%-0.76%1.45%1.28%4.77%0.35%30.27%
2016Fundo-6.08%3.69%3.17%5.24%-4.87%5.18%9.93%3.30%1.46%5.47%-7.37%-2.10%16.61%
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-2.50%-2.59%-11.52%-3.34%4.35%-0.95%-1.65%2.85%0.63%-5.23%-3.51%0.84%-26.95%
2015Fundo-9.50%6.49%1.12%5.36%-1.40%2.01%-3.01%-5.25%0.36%2.03%1.17%-0.40%-2.08%
Ibov-3.49%8.50%-1.02%7.45%-8.02%1.52%-5.53%-8.16%-1.93%6.37%-5.80%-3.03%-14.02%
diferença-6.01%-2.01%2.14%-2.09%6.63%0.49%2.51%2.92%2.29%-4.35%6.97%2.62%11.94%
2014Fundo-6.97%0.79%2.41%2.50%2.76%4.23%0.90%9.13%-7.33%3.38%3.45%-5.33%8.90%
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-1.64%1.61%-5.65%-0.17%5.86%-0.88%-2.19%-0.73%4.48%2.73%8.16%2.01%14.73%
2013Fundo4.52%3.96%0.96%2.59%1.62%-6.95%2.95%2.81%3.01%4.00%1.37%-0.77%21.39%
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%
diferença7.07%8.40%2.82%3.23%2.69%4.40%1.97%-1.80%-0.60%1.25%4.99%1.12%36.69%
2012Fundo0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
Ibov0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
diferença0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

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