JGP Long Only

Detalhes:

Tipo de Fundo:

Gestora: JGP

CNPJ do fundo: 11.228.311/0001-29

Posição no ranking da categoria: 75º colocado

Gráfico de Retorno

Indicadores Quantitativos

Levando em conta o último mês "fechado".

Retorno Anualizado
12 meses: -26.3%24 meses: -7.3%36 meses: 0.2%48 meses: 7.1%
Volatilidade
12 meses: 24.1%24 meses: 22%36 meses: 29.7%
Retorno ajustado a risco
Sharpe 12 meses: -1.323Sortino 12 meses: -2.069Calmar 12 meses: -1.014Sharpe 36 meses: -0.159

Retornos Mensais

  JANFEVMARABRMAIJUNJULAGOSETOUTNOVDEZANUAL
AnoNome             
2022Fundo2.96%-3.45%4.36%-8.78%0.30%-13.61%8.58%0.00%0.00%0.00%0.00%0.00%-10.97%
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-4.16%-4.30%-1.80%1.78%-3.36%-2.25%4.06%0.00%0.00%0.00%0.00%0.00%-9.48%
2021Fundo-2.27%-0.52%-1.33%2.87%4.18%2.67%-1.82%-1.36%-4.52%-10.94%-3.33%2.08%-14.23%
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%
diferença1.30%3.98%-7.61%0.93%-1.81%2.20%2.04%1.22%2.14%-4.54%-1.99%-0.42%-2.15%
2020Fundo3.41%-7.42%-28.15%12.40%10.92%10.77%11.92%-0.69%-3.30%-1.14%13.00%5.32%20.12%
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%
diferença5.50%0.20%2.91%1.07%1.93%1.90%3.55%2.92%1.56%-0.71%-2.82%-3.87%17.05%
2019Fundo8.67%-0.89%-0.33%1.22%1.75%4.84%3.00%-0.74%0.97%0.95%1.16%7.68%31.56%
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-2.44%1.39%-0.29%0.05%0.98%1.08%2.10%-0.36%-2.51%-1.25%0.08%1.08%0.08%
2018Fundo8.54%1.07%-3.86%-1.12%-8.16%-3.58%7.22%-3.68%1.40%11.43%1.93%0.35%10.23%
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-2.54%0.46%-3.77%-2.03%2.79%1.44%-1.46%-0.63%-1.96%1.68%-0.79%2.40%-4.37%
2017Fundo7.86%1.88%-1.60%1.44%-3.44%0.14%5.38%4.61%4.40%0.02%-5.12%7.57%24.62%
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%
diferença0.73%-1.50%1.06%0.79%0.72%-0.47%0.80%-2.75%-0.23%-0.24%-1.82%1.20%-2.14%
2016Fundo-2.36%3.85%7.78%5.00%-5.30%6.44%9.56%-0.07%-0.31%7.63%-6.52%-0.20%26.77%
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%
diferença4.62%-1.92%-9.57%-2.22%4.53%0.32%-2.02%-0.51%-1.44%-3.58%-1.91%2.74%-11.47%
2015Fundo-6.06%9.44%1.52%5.80%-5.23%-0.35%0.75%-7.52%-3.02%4.37%0.48%0.05%-1.14%
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-0.03%-0.20%2.54%-4.55%0.76%-0.57%4.81%0.65%1.19%2.13%2.06%3.65%12.07%
2014Fundo-8.30%2.63%6.03%3.28%0.48%3.93%4.25%8.21%-12.34%0.61%1.04%-7.10%0.51%
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%
diferença-0.78%3.44%-0.50%0.84%1.09%0.51%-0.86%-1.65%-0.53%-0.03%0.72%1.57%3.89%
2013Fundo0.90%1.07%-2.31%0.93%-1.06%-9.30%3.31%3.48%6.28%5.93%-0.08%-0.86%7.59%
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%
diferença2.58%5.41%-0.46%2.11%2.62%2.04%1.55%-1.12%2.66%3.18%2.61%1.17%23.42%
2012Fundo6.46%5.92%-1.14%-0.31%-6.53%1.18%4.45%2.53%2.56%2.51%1.44%4.71%25.73%
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-2.55%1.79%0.16%4.53%6.32%0.39%1.31%0.63%-1.00%6.14%0.62%-0.93%21.07%

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