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: 49º colocado

Gráfico de Retorno

Indicadores Quantitativos

Levando em conta o último mês "fechado".

Retorno Anualizado
12 meses: 29.7%24 meses: 5.8%36 meses: -1.2%48 meses: -1.7%
Volatilidade
12 meses: 22.8%24 meses: 25.1%36 meses: 24.1%
Retorno ajustado a risco
Sharpe 12 meses: 0.629Sortino 12 meses: 1.029Calmar 12 meses: 0.866Sharpe 36 meses: -0.415

Retornos Mensais

  JANFEVMARABRMAIJUNJULAGOSETOUTNOVDEZANUAL
AnoNome             
2024Fundo-3.61%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%-3.61%
Ibov-4.94%-0.02%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%-4.95%
diferença1.33%0.02%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%1.34%
2023Fundo-0.35%-8.10%-3.83%4.93%17.05%14.27%3.01%-4.10%-3.64%-6.85%14.22%5.41%31.96%
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%
diferença-4.02%-0.18%-1.20%2.49%13.14%5.37%-0.30%0.69%-4.39%-3.73%1.50%-0.11%8.90%
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%
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-4.45%-2.76%-1.56%-0.73%-1.20%2.23%3.10%0.15%-1.94%2.95%-8.15%-3.71%-16.24%
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-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%
diferença0.85%-2.00%-2.21%-2.74%1.08%-0.87%-1.66%1.27%4.02%-2.67%-0.66%-0.08%-4.91%
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-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%
diferença3.52%3.22%7.98%-4.41%1.67%0.84%-5.12%0.43%0.96%-1.29%-8.65%-5.11%-1.07%
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%
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-1.75%-2.03%0.99%-0.89%0.98%0.52%3.97%-0.80%0.29%-1.77%2.64%2.32%5.71%
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%
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-5.14%1.01%1.35%-1.51%2.96%-1.19%-2.58%0.65%-4.47%1.08%2.72%2.66%-2.02%
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%
Ibov7.13%3.38%-2.67%0.65%-4.16%0.61%4.58%7.36%4.63%0.27%-3.30%6.37%26.75%
diferença-0.41%1.96%2.21%1.97%2.70%0.69%-1.35%0.15%3.22%0.63%1.47%-3.35%13.30%
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-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%
diferença2.46%0.43%-1.49%-1.86%3.73%-2.12%-4.57%1.22%-1.65%-6.19%-0.40%1.06%-10.19%
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-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-2.20%-2.01%-0.49%-2.76%-1.42%-1.93%-0.57%-0.19%2.03%3.20%0.24%0.78%-4.46%
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-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%
diferença0.36%-4.16%-5.87%-3.91%-4.10%-2.66%-2.57%-8.05%4.92%-6.99%1.12%0.69%-25.23%
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-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%
diferença1.84%1.72%1.03%-2.87%3.06%4.03%0.26%-0.60%-1.28%-1.12%0.42%3.42%9.32%
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%
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-1.19%1.13%1.55%0.25%1.18%0.80%-1.75%1.94%2.72%1.97%4.67%2.26%17.38%

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