Indie Ações

Detalhes:

Tipo de Fundo:

CNPJ do fundo: 17.335.646/0001-22

Posição no ranking da categoria: 110º colocado

Gráfico de Retorno

Indicadores Quantitativos

Levando em conta o último mês "fechado".

Retorno Anualizado
12 meses: -41.9%24 meses: -16.9%36 meses: -6%48 meses: 3.3%
Volatilidade
12 meses: 28.7%24 meses: 25.3%36 meses: 34.2%
Retorno ajustado a risco
Sharpe 12 meses: -1.599Sortino 12 meses: -2.383Calmar 12 meses: -1.46Sharpe 36 meses: -0.31

Retornos Mensais

  JANFEVMARABRMAIJUNJULAGOSETOUTNOVDEZANUAL
AnoNome             
2022Fundo3.96%-4.96%0.79%-11.23%0.50%-13.65%4.18%0.00%0.00%0.00%0.00%0.00%-20.08%
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%
diferença-3.17%-5.81%-5.36%-0.67%-3.16%-2.29%-0.34%0.00%0.00%0.00%0.00%0.00%-18.59%
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-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%
diferença3.45%0.18%-4.04%0.35%0.85%0.26%1.73%-5.42%1.23%-7.98%-4.64%1.33%-11.35%
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-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%
diferença4.21%1.34%-3.35%3.74%-0.71%3.83%-0.24%4.10%-1.06%0.78%-4.69%-2.26%4.37%
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%
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-0.69%-0.25%-0.74%2.28%1.89%1.39%3.95%4.39%-2.42%1.77%0.40%6.87%25.81%
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%
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-2.73%0.49%-0.72%-2.05%3.53%1.07%-1.59%-1.58%-1.05%-0.75%0.50%3.69%-0.45%
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%
Ibov7.13%3.38%-2.67%0.65%-4.16%0.61%4.58%7.36%4.63%0.27%-3.30%6.37%26.75%
diferença0.76%1.57%4.96%1.14%0.73%0.84%1.12%-0.76%1.81%0.85%0.95%-0.45%18.12%
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-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%
diferença0.90%-2.08%-14.18%-1.98%4.97%-0.95%-1.65%2.85%0.34%-5.74%-2.76%0.84%-21.63%
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-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-3.47%-3.15%2.14%-4.98%4.59%1.80%1.05%2.92%4.57%-0.21%2.75%3.19%11.13%
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-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%
diferença0.55%1.61%-4.13%0.06%3.37%0.81%-4.21%-0.73%4.48%2.73%3.13%3.34%12.29%
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-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%
diferença6.19%8.30%2.82%3.77%5.29%4.40%1.19%-1.80%-0.60%1.25%4.06%1.25%37.22%
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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