MOS Ações

Tem como política investir em empresas brasileiras listadas, com sólidos fundamentos e preços descontados. Nossa política de investimentos se baseia em um criterioso processo de análise, estreito acompanhamento do dia a dia das companhias (visão de sócio) e sizing dinâmico das posições.

Detalhes:

Tipo de Fundo:

Gestora: MOS Capital

CNPJ do fundo: 08.869.576/0001-00

Posição no ranking da categoria: 80º colocado

Gráfico de Retorno

Indicadores Quantitativos

Levando em conta o último mês "fechado".

Retorno Anualizado
12 meses: 14.5%24 meses: 7.5%36 meses: 14.1%48 meses: 7.5%
Volatilidade
12 meses: 16%24 meses: 17.9%36 meses: 18.4%
Retorno ajustado a risco
Sharpe 12 meses: -0.022Sortino 12 meses: -0.033Calmar 12 meses: -0.054Sharpe 36 meses: 0.082

Retornos Mensais

  JANFEVMARABRMAIJUNJULAGOSETOUTNOVDEZANUAL
AnoNome             
2026Fundo4.66%3.59%-2.01%-0.50%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%5.70%
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-8.59%-0.63%-1.53%-2.04%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%-13.56%
2025Fundo3.42%-4.29%4.28%11.31%1.77%2.34%-5.84%7.58%0.97%-0.03%1.38%-0.17%23.85%
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-1.62%-1.86%-1.76%7.91%0.15%-0.20%-1.44%0.94%-2.45%-2.24%-5.10%-1.30%-12.05%
2024Fundo-3.61%1.74%1.07%-8.26%-0.69%-1.24%6.18%5.91%-4.48%-0.83%-9.18%-4.89%-17.93%
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%
diferença0.13%-0.05%1.81%-7.52%2.74%-2.69%3.14%-0.99%-1.33%0.86%-6.95%-0.55%-10.72%
2023Fundo-0.35%-8.10%-3.83%6.89%14.91%14.27%3.01%-4.10%-3.64%-6.85%14.22%5.41%31.96%
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-7.38%-1.93%-1.20%5.17%8.46%6.75%-0.30%0.69%-4.92%-4.97%5.85%0.46%5.40%
2022Fundo2.67%-1.91%4.59%-11.28%2.46%-9.13%7.63%6.73%-1.34%8.29%-11.34%-6.14%-11.13%
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-5.38%-2.76%0.54%-3.65%-1.20%-0.69%3.10%0.15%-1.72%2.35%-10.82%-3.71%-25.44%
2021Fundo-3.46%-6.50%3.88%-0.61%7.07%-0.41%-5.52%-1.32%-2.64%-9.07%-1.99%2.41%-17.68%
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%
diferença-1.32%-1.33%-2.21%-0.92%1.08%-0.57%-0.00%1.27%0.25%-1.39%-1.92%0.67%-5.63%
2020Fundo1.43%-4.40%-23.08%6.92%10.66%9.72%3.25%-3.18%-3.90%-1.72%7.17%4.94%2.81%
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%
diferença6.10%-3.62%7.98%0.07%0.08%-1.50%-5.12%0.43%0.35%-0.09%-6.03%-3.61%-0.77%
2019Fundo9.36%-2.20%-1.17%0.27%1.75%4.28%4.87%-1.18%3.77%0.42%3.73%8.91%37.19%
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-0.01%-1.66%-3.77%-0.85%0.11%2.20%5.35%-0.80%0.29%-1.77%3.61%3.39%7.50%
2018Fundo5.94%1.62%1.26%-0.60%-7.99%-6.21%6.09%-2.40%-1.11%10.83%5.45%0.61%12.58%
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%
diferença-0.85%3.93%1.57%-2.23%1.36%-0.49%-2.73%0.65%-4.61%1.50%6.87%2.31%8.10%
2017Fundo6.71%5.35%-0.45%2.63%-1.46%1.30%3.23%7.51%7.86%0.90%-1.83%3.02%40.05%
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-1.06%1.96%2.71%5.55%4.74%0.22%-1.35%0.15%2.87%1.07%5.30%-2.55%25.46%
2016Fundo-4.52%6.20%15.85%5.35%-6.11%4.01%7.02%1.66%-0.52%5.02%-5.01%-1.87%28.05%
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%
diferença-0.95%-0.08%1.16%-3.22%3.10%-2.12%-4.57%1.22%-1.35%-5.68%-1.16%1.06%-15.51%
2015Fundo-8.23%7.64%-1.51%7.59%-7.41%-1.72%-4.63%-8.35%-2.18%5.43%-1.34%-2.82%-17.67%
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-4.74%-0.86%-0.49%0.14%0.62%-3.24%0.90%-0.19%-0.25%-0.94%4.46%0.21%-3.64%
2014Fundo-7.17%-4.98%0.67%-1.47%-4.72%0.77%2.54%1.82%-6.89%-6.34%1.44%-7.98%-28.61%
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-1.83%-4.16%-7.39%-4.13%-1.62%-4.35%-0.56%-8.05%4.92%-6.99%6.15%-0.64%-22.78%
2013Fundo0.16%-2.63%-0.82%-4.05%-0.61%-7.32%2.02%4.00%2.33%1.63%-2.27%1.39%-6.51%
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%
diferença2.71%1.82%1.03%-3.41%0.46%4.03%1.04%-0.60%-1.28%-1.12%1.35%3.28%8.79%
2012Fundo7.83%5.26%-0.31%-3.91%-10.81%0.46%1.40%3.84%6.28%-1.66%5.49%7.90%22.04%
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-0.40%0.71%1.55%-0.87%2.04%1.47%-5.35%1.94%2.77%2.48%2.15%2.24%12.57%

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