JGP Equity

Detalhes:

Tipo de Fundo:

Gestora: JGP

CNPJ do fundo: 09.143.318/0001-04

Posição no ranking da categoria: 35º colocado

Gráfico de Retorno

Indicadores Quantitativos

Levando em conta o último mês "fechado".

Retorno Anualizado
12 meses: 21.2%24 meses: 10.5%36 meses: 12.6%48 meses: 9%
Volatilidade
12 meses: 14.1%24 meses: 14.9%36 meses: 14.8%
Retorno ajustado a risco
Sharpe 12 meses: 0.379Sortino 12 meses: 0.51Calmar 12 meses: 0.937Sharpe 36 meses: 0.01

Retornos Mensais

  JANFEVMARABRMAIJUNJULAGOSETOUTNOVDEZANUAL
AnoNome             
2026Fundo5.66%2.33%-1.95%1.19%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%7.27%
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-7.59%-1.89%-1.48%-0.35%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%-12.00%
2025Fundo3.76%-2.21%4.44%9.27%0.46%2.86%-6.02%7.06%2.88%1.03%3.16%0.98%30.36%
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%
diferença-1.28%0.22%-1.60%5.86%-1.16%0.32%-1.63%0.42%-0.54%-1.19%-3.32%-0.14%-5.54%
2024Fundo-4.18%0.25%1.77%-6.93%-1.49%0.39%3.58%2.52%-5.80%-0.73%-6.50%-2.85%-18.84%
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-0.44%-1.54%2.50%-6.19%1.94%-1.06%0.54%-4.38%-2.65%0.96%-4.27%1.49%-11.63%
2023Fundo4.14%-4.33%-3.92%1.11%6.14%9.21%4.07%-4.19%0.42%-6.73%13.73%3.38%23.21%
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-2.88%1.84%-1.29%-0.60%-0.30%1.69%0.76%0.59%-0.86%-4.85%5.36%-1.56%-3.36%
2022Fundo3.20%-3.39%4.89%-7.82%0.29%-12.46%8.46%7.61%0.92%6.21%-4.28%-2.79%-1.48%
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-4.85%-4.24%0.84%-0.18%-3.37%-4.02%3.93%1.04%0.54%0.26%-3.76%-0.37%-15.79%
2021Fundo-1.78%-0.35%-1.53%2.79%4.35%2.85%-1.84%-1.32%-4.07%-10.50%-2.87%2.46%-11.99%
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%
diferença0.36%4.81%-7.62%2.49%-1.64%2.70%3.68%1.27%-1.18%-2.83%-2.80%0.72%0.06%
2020Fundo3.02%-6.68%-28.13%11.99%10.63%10.75%10.78%-0.07%-2.85%-1.04%11.34%4.36%17.24%
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%
diferença7.69%-5.90%2.93%5.14%0.05%-0.47%2.41%3.55%1.39%0.60%-1.86%-4.19%13.66%
2019Fundo7.14%-0.50%-0.03%1.09%1.75%3.76%2.64%-0.22%1.00%0.95%1.14%6.59%28.04%
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%
diferença-2.23%0.03%-2.63%-0.04%0.11%1.68%3.13%0.16%-2.48%-1.25%1.02%1.07%-1.65%
2018Fundo7.13%1.21%-2.62%-0.58%-6.88%-2.73%6.64%-3.35%0.97%10.77%1.73%0.63%12.21%
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%
diferença0.35%3.53%-2.31%-2.21%2.47%3.00%-2.18%-0.30%-2.53%1.44%3.16%2.32%7.73%
2017Fundo7.31%1.97%-0.61%1.37%-2.69%0.24%4.76%4.33%3.63%0.12%-4.00%6.74%24.96%
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%
diferença-0.46%-1.41%2.55%4.29%3.51%-0.84%0.18%-3.03%-1.36%0.28%3.12%1.17%10.36%
2016Fundo-1.82%2.85%6.68%4.24%-3.86%5.98%8.17%0.21%-0.32%6.33%-5.73%0.91%25.04%
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%
diferença1.75%-3.43%-8.01%-4.34%5.35%-0.14%-3.42%-0.24%-1.16%-4.38%-1.87%3.85%-18.52%
2015Fundo-4.44%7.41%1.32%4.37%-4.21%-0.50%0.79%-5.42%-2.29%3.87%0.69%0.41%1.18%
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-0.95%-1.10%2.34%-3.07%3.81%-2.02%6.32%2.74%-0.36%-2.51%6.49%3.43%15.20%
2014Fundo-5.49%2.26%3.48%2.51%0.73%2.70%3.22%6.02%-9.32%0.58%1.39%-5.51%1.40%
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-0.15%3.08%-4.58%-0.16%3.83%-2.42%0.13%-3.85%2.49%-0.06%6.10%1.83%7.22%
2013Fundo1.61%0.61%-0.74%0.66%-0.23%-6.06%2.11%2.66%4.46%4.39%0.19%-0.36%9.26%
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%
diferença4.16%5.06%1.11%1.30%0.85%5.28%1.13%-1.95%0.85%1.64%3.81%1.54%24.56%
2012Fundo4.23%3.24%0.90%0.93%-3.84%2.59%3.23%2.22%2.79%2.16%1.73%3.67%26.36%
Ibov8.22%4.55%-1.85%-3.04%-12.85%-1.00%6.74%1.91%3.51%-4.14%3.33%5.66%9.48%
diferença-3.99%-1.31%2.76%3.97%9.01%3.60%-3.51%0.32%-0.71%6.30%-1.61%-1.99%16.88%

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