JGP Equity

Detalhes:

Tipo de Fundo:

Gestora: JGP

CNPJ do fundo: 09.143.318/0001-04

Posição no ranking da categoria: 26º colocado

Gráfico de Retorno

Indicadores Quantitativos

Levando em conta o último mês "fechado".

Retorno Anualizado
12 meses: -0.8%24 meses: 12.9%36 meses: -3.4%48 meses: 4.3%
Volatilidade
12 meses: 14.3%24 meses: 17.8%36 meses: 19.5%
Retorno ajustado a risco
Sharpe 12 meses: -0.756Sortino 12 meses: -1.307Calmar 12 meses: -0.82Sharpe 36 meses: -0.66

Retornos Mensais

  JANFEVMARABRMAIJUNJULAGOSETOUTNOVDEZANUAL
AnoNome             
2024Fundo-4.18%0.25%1.77%-6.93%-1.49%0.39%0.00%0.00%0.00%0.00%0.00%0.00%-10.02%
Ibov-4.94%1.05%-0.73%-1.57%-3.04%1.45%0.00%0.00%0.00%0.00%0.00%0.00%-7.68%
diferença0.76%-0.80%2.50%-5.36%1.55%-1.06%0.00%0.00%0.00%0.00%0.00%0.00%-2.34%
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%
Ibov3.67%-7.91%-2.63%2.45%3.90%8.90%3.31%-4.78%0.75%-3.12%12.73%5.52%23.07%
diferença0.47%3.59%-1.29%-1.33%2.24%0.31%0.76%0.59%-0.32%-3.61%1.00%-2.14%0.14%
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%
Ibov7.12%0.85%6.15%-10.55%3.66%-11.36%4.53%6.58%0.60%5.34%-3.18%-2.42%5.11%
diferença-3.92%-4.24%-1.26%2.74%-3.37%-1.10%3.93%1.04%0.33%0.86%-1.09%-0.37%-6.58%
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-4.32%-4.50%6.09%2.12%5.99%0.46%-3.86%-2.59%-6.65%-6.39%-1.33%2.49%-12.76%
diferença2.54%4.14%-7.62%0.67%-1.64%2.39%2.02%1.27%2.58%-4.10%-1.53%-0.03%0.78%
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-2.09%-7.62%-31.06%11.33%8.99%8.88%8.37%-3.62%-4.86%-0.43%15.82%10.05%3.88%
diferença5.11%0.95%2.93%0.66%1.64%1.87%2.41%3.55%2.00%-0.61%-4.48%-5.68%13.36%
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%
Ibov11.11%-0.17%-2.16%1.17%0.76%3.76%0.90%-0.38%3.48%2.20%1.09%6.59%31.48%
diferença-3.97%-0.33%2.13%-0.08%0.98%-0.00%1.75%0.16%-2.48%-1.25%0.05%-0.01%-3.44%
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%
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-3.95%0.60%-2.54%-1.49%4.07%2.30%-2.03%-0.30%-2.39%1.02%-0.99%2.68%-2.40%
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%
Ibov7.13%3.38%-2.67%0.65%-4.16%0.61%4.58%7.36%4.63%0.27%-3.30%6.37%26.75%
diferença0.19%-1.41%2.05%0.71%1.47%-0.37%0.18%-3.03%-1.00%-0.15%-0.70%0.37%-1.80%
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-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%
diferença5.16%-2.91%-10.67%-2.98%5.97%-0.14%-3.42%-0.24%-1.45%-4.88%-1.12%3.85%-13.20%
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-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%
diferença1.59%-2.24%2.34%-5.97%1.78%-0.71%4.85%2.74%1.92%1.63%2.27%4.00%14.38%
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-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%
diferença2.03%3.08%-3.05%0.06%1.34%-0.73%-1.88%-3.85%2.49%-0.06%1.07%3.16%4.78%
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-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%
diferença3.29%4.96%1.11%1.84%3.45%5.28%0.35%-1.95%0.85%1.64%2.88%1.67%25.09%
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%
Ibov9.01%4.13%-1.85%-4.15%-11.99%-0.34%3.14%1.91%3.56%-3.63%0.82%5.65%4.66%
diferença-4.78%-0.89%2.76%5.08%8.15%2.93%0.09%0.32%-0.77%5.79%0.90%-1.98%21.69%

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