Indie Ações

Detalhes:

Tipo de Fundo:

CNPJ do fundo: 17.335.646/0001-22

Posição no ranking da categoria: 94º colocado

Gráfico de Retorno

Indicadores Quantitativos

Levando em conta o último mês "fechado".

Retorno Anualizado
12 meses: -1.2%24 meses: 4.5%36 meses: 4.5%48 meses: 6%
Volatilidade
12 meses: 22.7%24 meses: 21.7%36 meses: 20.4%
Retorno ajustado a risco
Sharpe 12 meses: -0.59Sortino 12 meses: -0.903Calmar 12 meses: 0Sharpe 36 meses: -0.348

Retornos Mensais

    JAN FEV MAR ABR MAI JUN JUL AGO SET OUT NOV DEZ ANUAL
Ano Nome                          
2026 Fundo 10.00% 2.52% -5.71% -1.71% -6.64% 1.60% 0.05% 1.13% 3.43% 0.00% 0.00% 0.00% 3.75%
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 -3.24% -1.70% -5.23% -3.25% -0.58% 1.68% -3.48% 1.27% -0.27% 0.00% 0.00% 0.00% -16.28%
2025 Fundo 5.25% -5.45% 4.99% 11.66% 4.29% 3.30% -7.43% 7.71% 3.61% -2.89% 1.59% -3.28% 23.90%
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 0.21% -3.02% -1.05% 8.26% 2.67% 0.76% -3.03% 1.08% 0.18% -4.16% -4.89% -4.41% -10.75%
2024 Fundo -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%
2023 Fundo 3.50% -8.23% -4.01% 4.41% 10.90% 11.40% 3.75% -6.60% 1.00% -8.59% 13.89% 5.53% 26.46%
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 -3.52% -2.06% -1.38% 2.69% 4.45% 3.87% 0.44% -1.82% -0.28% -6.72% 5.52% 0.59% -0.10%
2022 Fundo 3.96% -4.96% 0.79% -11.23% 0.50% -13.65% 4.18% 10.47% -1.67% 8.89% -8.76% -4.35% -17.50%
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 -4.10% -5.81% -3.26% -3.59% -3.16% -5.21% -0.34% 3.89% -2.05% 2.95% -8.24% -1.92% -31.81%
2021 Fundo -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% 6.29% 0.43% 5.99% 0.16% -5.52% -2.59% -2.89% -7.67% -0.07% 1.73% -11.77%
diferença 2.02% 0.85% -4.04% 1.85% 0.85% 0.57% 3.39% -5.42% -2.53% -6.70% -5.91% 2.08% -11.66%
2020 Fundo 2.11% -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% 7.71% 2.78%
diferença 6.79% -5.50% -3.35% 8.22% -2.30% 1.49% -0.24% 4.10% -1.67% 1.99% -2.08% -0.77% 4.67%
2019 Fundo 10.42% -2.54% -0.79% 3.44% 2.65% 5.15% 4.85% 4.01% 1.06% 3.97% 1.49% 13.46% 57.28%
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 1.06% -0.25% -1.10% 2.32% 1.10% 3.07% 5.34% 4.39% -2.42% 1.77% 1.37% 7.94% 32.83%
2018 Fundo 8.35% 1.10% -0.80% -1.14% -7.42% -3.95% 7.09% -4.62% 2.31% 9.01% 3.22% 1.64% 14.15%
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 -0.83% 3.52% -0.72% -2.77% 1.93% 1.77% -1.74% -1.58% -1.19% -0.32% 4.65% 3.34% 7.20%
2017 Fundo 7.88% 4.95% 2.29% 1.79% -3.43% 1.45% 5.70% 6.60% 6.44% 1.12% -2.36% 5.92% 44.87%
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 0.11% 1.57% 5.46% 4.71% 2.77% 0.84% 1.12% -0.76% 1.81% 0.85% 0.95% -0.45% 25.10%
2016 Fundo -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%
2015 Fundo -9.50% 6.49% 1.12% 5.36% -1.40% 1.83% -3.01% -5.25% 0.36% 2.03% 1.17% -0.40% -2.25%
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 -6.01% -2.01% 2.14% -2.09% 6.63% 0.31% 2.51% 2.92% 5.08% -4.35% 6.97% 2.62% 14.22%
2014 Fundo -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%
2013 Fundo 4.52% 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%
diferença 7.07% 8.40% 2.82% 3.23% 2.69% 4.40% 1.97% -1.80% -0.60% 1.25% 4.99% 1.12% 36.69%

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