IP Paticipações IPG

Detalhes:

Tipo de Fundo:

CNPJ do fundo: 12.082.452/0001-49

Posição no ranking da categoria: 49º colocado

Gráfico de Retorno

Indicadores Quantitativos

Levando em conta o último mês "fechado".

Retorno Anualizado
12 meses: -24.5%24 meses: -3%36 meses: 5.6%48 meses: 8%
Volatilidade
12 meses: 23.2%24 meses: 20.3%36 meses: 23.2%
Retorno ajustado a risco
Sharpe 12 meses: -1.301Sortino 12 meses: -1.823Calmar 12 meses: -0.961Sharpe 36 meses: 0.019

Retornos Mensais

  JANFEVMARABRMAIJUNJULAGOSETOUTNOVDEZANUAL
AnoNome             
2022Fundo-3.07%-3.26%-1.43%-14.97%-2.52%-7.81%9.03%0.00%0.00%0.00%0.00%0.00%-22.98%
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-10.19%-4.12%-7.58%-4.41%-6.17%3.56%4.51%0.00%0.00%0.00%0.00%0.00%-21.50%
2021Fundo-1.13%0.64%2.67%3.63%0.18%1.12%0.74%2.84%-4.21%0.30%-3.30%2.63%5.95%
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%
diferença2.44%5.14%-3.61%1.69%-5.81%0.66%4.60%5.43%2.45%6.69%-1.96%0.14%18.03%
2020Fundo2.12%-4.63%-14.38%12.86%6.02%3.66%8.50%5.01%-4.08%-0.56%9.65%3.54%27.59%
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%2.99%16.68%1.52%-2.97%-5.22%0.13%8.62%0.78%-0.14%-6.17%-5.65%24.52%
2019Fundo6.38%0.68%0.74%4.57%-2.81%4.71%1.74%1.28%2.00%3.83%3.60%3.73%34.64%
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-4.73%2.96%0.78%3.41%-3.58%0.95%0.84%1.66%-1.49%1.63%2.51%-2.86%3.16%
2018Fundo5.43%0.95%-2.62%-1.00%-1.89%-0.26%2.97%0.12%0.77%-0.60%1.95%-3.68%1.82%
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-5.65%0.34%-2.53%-1.91%9.06%4.76%-5.70%3.16%-2.59%-10.35%-0.77%-1.63%-12.78%
2017Fundo2.30%1.80%0.34%0.54%0.30%1.14%0.62%0.65%0.83%2.62%0.64%0.39%12.83%
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%
diferença-4.82%-1.58%3.00%-0.12%4.47%0.53%-3.96%-6.71%-3.80%2.36%3.94%-5.98%-13.92%
2016Fundo-2.40%1.08%2.20%1.78%0.14%3.03%3.66%2.31%0.43%1.17%-0.27%5.48%20.02%
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%
diferença4.58%-4.69%-15.15%-5.44%9.98%-3.09%-7.92%1.86%-0.70%-10.04%4.34%8.41%-18.22%
2015Fundo-1.67%6.34%1.77%0.05%1.14%-1.41%3.83%-3.02%-0.56%1.56%0.32%0.53%8.88%
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%
diferença4.37%-3.31%2.79%-10.30%7.13%-1.63%7.90%5.14%3.65%-0.68%1.90%4.12%22.09%
2014Fundo-3.26%-1.33%2.65%0.45%1.38%1.22%1.85%3.41%-1.51%-0.04%3.67%-0.84%7.66%
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%
diferença4.26%-0.51%-3.88%-2.00%2.00%-2.20%-3.25%-6.46%10.30%-0.69%3.35%7.83%11.04%
2013Fundo1.77%0.76%1.98%-0.96%1.81%-4.16%2.44%1.06%1.08%0.62%-0.43%0.24%6.21%
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%
diferença3.45%5.11%3.83%0.22%5.48%7.18%0.67%-3.54%-2.53%-2.13%2.26%2.27%22.04%
2012Fundo2.30%4.53%0.36%-1.03%-2.05%1.05%4.23%1.66%2.91%-0.59%5.09%2.42%22.64%
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-6.72%0.39%1.65%3.80%10.79%0.26%1.08%-0.25%-0.65%3.04%4.27%-3.22%17.97%

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