Moat Capital Ações

Detalhes:

Tipo de Fundo:

Gestora: Moat Capital

CNPJ do fundo: 20.658.576/0001-58

Posição no ranking da categoria: 54º colocado

Gráfico de Retorno

Indicadores Quantitativos

Levando em conta o último mês "fechado".

Retorno Anualizado
12 meses: -17.8%24 meses: -9.2%36 meses: -1.3%48 meses: 8%
Volatilidade
12 meses: 25.6%24 meses: 24.3%36 meses: 35%
Retorno ajustado a risco
Sharpe 12 meses: -0.943Sortino 12 meses: -1.421Calmar 12 meses: -0.77Sharpe 36 meses: -0.175

Retornos Mensais

  JANFEVMARABRMAIJUNJULAGOSETOUTNOVDEZANUAL
AnoNome             
2022Fundo7.33%-6.38%7.36%-9.36%3.25%-14.16%9.17%0.00%0.00%0.00%0.00%0.00%-5.39%
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%
diferença0.21%-7.23%1.21%1.19%-0.41%-2.80%4.64%0.00%0.00%0.00%0.00%0.00%-3.90%
2021Fundo-6.26%-5.96%6.23%-1.17%7.24%1.52%-8.31%-4.39%-4.00%-10.27%0.58%4.95%-19.68%
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%
diferença-2.69%-1.46%-0.06%-3.11%1.26%1.06%-4.45%-1.80%2.65%-3.88%1.91%2.46%-7.60%
2020Fundo-0.67%-8.75%-36.50%21.52%12.34%12.72%12.57%-3.68%-7.68%-1.91%16.14%7.03%8.11%
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%
diferença1.43%-1.12%-5.43%10.19%3.36%3.85%4.20%-0.07%-2.82%-1.48%0.32%-2.16%5.04%
2019Fundo12.47%-3.15%-1.51%1.69%1.41%5.41%5.67%-0.08%3.18%-0.33%4.39%8.82%43.85%
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%
diferença1.36%-0.87%-1.47%0.52%0.64%1.65%4.78%0.30%-0.30%-2.52%3.30%2.23%12.37%
2018Fundo9.27%2.50%1.47%2.58%-8.12%-5.25%9.20%-6.55%0.19%24.32%2.97%-2.03%30.15%
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-1.81%1.89%1.56%1.67%2.83%-0.22%0.53%-3.50%-3.17%14.57%0.25%0.02%15.54%
2017Fundo10.31%4.53%-3.29%2.66%-7.76%0.11%10.24%9.23%7.55%1.36%-4.12%9.41%45.59%
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%
diferença3.19%1.15%-0.62%2.01%-3.59%-0.50%5.66%1.87%2.92%1.09%-0.82%3.04%18.83%
2016Fundo-4.14%6.00%12.90%10.24%-8.86%11.35%15.31%3.67%0.49%15.01%-3.99%-0.32%69.71%
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%
diferença2.84%0.24%-4.44%3.02%0.98%5.22%3.73%3.22%-0.64%3.80%0.62%2.62%31.47%
2015Fundo-9.88%12.79%0.77%3.35%-2.42%-3.16%-2.23%-8.39%-5.80%2.79%-0.52%-3.30%-16.53%
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-3.84%3.14%1.79%-6.99%3.57%-3.37%1.83%-0.23%-1.59%0.56%1.05%0.30%-3.33%
2014Fundo0.00%0.00%0.00%0.00%0.00%0.00%0.00%2.44%-6.52%6.42%0.61%-1.94%0.55%
Ibov0.00%0.00%0.00%0.00%0.00%0.00%0.00%8.43%-11.81%0.65%0.32%-8.67%-11.83%
diferença0.00%0.00%0.00%0.00%0.00%0.00%0.00%-5.99%5.30%5.77%0.29%6.74%12.37%

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