Neo Multi Estratégia

Criado em 2003, é um fundo multimercado que opera Juros locais e internacionais, moedas e ações.

Detalhes:

Gestora: Neo

CNPJ do fundo: 08.771.538/0001-01

Posição no ranking da categoria: 11º colocado

Gráfico de Retorno

Indicadores Quantitativos

Levando em conta o último mês "fechado".

Retorno Anualizado
12 meses: 10.7%24 meses: 14.7%36 meses: 10.5%48 meses: 10.2%
Volatilidade
12 meses: 3.9%24 meses: 5.3%36 meses: 5.5%
Retorno ajustado a risco
Sharpe 12 meses: -0.465Sortino 12 meses: -0.774Calmar 12 meses: -1.447Sharpe 36 meses: 0.117

Retornos Mensais

  JANFEVMARABRMAIJUNJULAGOSETOUTNOVDEZANUAL
AnoNome             
2024Fundo0.17%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.17%
CDI0.97%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.97%
diferença-0.80%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%-0.80%
2023Fundo2.80%-0.92%2.50%1.23%1.64%0.00%1.61%0.45%0.56%-1.15%3.38%0.85%13.62%
CDI1.12%0.92%1.17%0.92%1.12%1.07%1.07%1.14%0.97%1.00%0.92%0.89%13.04%
diferença1.68%-1.84%1.33%0.31%0.51%-1.07%0.53%-0.69%-0.41%-2.15%2.47%-0.05%0.58%
2022Fundo1.90%1.38%1.83%1.15%1.48%-0.34%1.74%3.98%0.56%1.99%1.23%0.61%18.93%
CDI0.73%0.76%0.93%0.83%1.03%1.02%1.03%1.17%1.07%1.02%1.02%1.12%12.39%
diferença1.16%0.63%0.90%0.32%0.45%-1.35%0.71%2.81%-0.51%0.97%0.21%-0.51%6.54%
2021Fundo0.58%0.36%1.76%0.54%-0.67%2.49%-0.45%-0.81%0.76%-4.37%0.78%0.54%1.37%
CDI0.15%0.14%0.20%0.21%0.27%0.31%0.35%0.43%0.44%0.49%0.59%0.77%4.43%
diferença0.43%0.23%1.56%0.34%-0.94%2.18%-0.81%-1.24%0.32%-4.86%0.20%-0.23%-3.06%
2020Fundo0.61%1.04%2.01%2.12%0.17%0.47%-0.11%1.74%-0.33%-0.88%1.16%1.13%9.46%
CDI0.38%0.29%0.34%0.28%0.23%0.21%0.19%0.16%0.16%0.16%0.15%0.17%2.76%
diferença0.24%0.75%1.67%1.84%-0.06%0.25%-0.31%1.58%-0.49%-1.04%1.01%0.96%6.70%
2019Fundo1.53%-0.04%-0.80%0.67%0.75%-0.23%1.16%0.97%1.20%-0.04%0.47%1.84%7.73%
CDI0.54%0.49%0.47%0.52%0.54%0.47%0.57%0.50%0.46%0.48%0.38%0.37%5.96%
diferença0.99%-0.53%-1.26%0.15%0.21%-0.70%0.60%0.47%0.74%-0.52%0.09%1.46%1.77%
2018Fundo0.82%0.37%1.04%0.31%-0.00%1.75%1.65%0.18%0.86%0.52%-0.35%-1.38%5.87%
CDI0.58%0.46%0.53%0.52%0.52%0.52%0.54%0.57%0.47%0.54%0.49%0.49%6.42%
diferença0.23%-0.09%0.51%-0.21%-0.52%1.23%1.11%-0.39%0.39%-0.02%-0.85%-1.87%-0.55%
2017Fundo-0.17%-0.35%0.60%1.97%2.34%0.68%1.14%1.48%0.95%0.39%1.03%0.04%10.55%
CDI1.08%0.86%1.05%0.79%0.93%0.81%0.80%0.80%0.64%0.64%0.57%0.54%9.92%
diferença-1.25%-1.21%-0.45%1.18%1.42%-0.13%0.34%0.68%0.31%-0.25%0.47%-0.50%0.63%
2016Fundo3.55%1.70%0.19%2.40%0.56%0.38%0.97%1.49%1.33%-0.50%1.46%1.25%15.76%
CDI1.06%1.00%1.16%1.06%1.11%1.16%1.11%1.21%1.11%1.05%1.04%1.12%14.01%
diferença2.50%0.70%-0.97%1.34%-0.54%-0.78%-0.14%0.28%0.22%-1.55%0.42%0.13%1.75%
2015Fundo1.70%1.22%2.91%1.40%1.18%0.78%1.81%0.95%0.96%3.10%1.17%2.71%21.78%
CDI0.93%0.82%1.04%0.95%0.98%1.07%1.18%1.11%1.11%1.11%1.06%1.16%13.25%
diferença0.77%0.40%1.87%0.45%0.20%-0.29%0.64%-0.16%-0.14%1.99%0.12%1.55%8.54%
2014Fundo1.37%0.97%0.31%0.64%0.22%0.66%0.79%-0.68%1.65%0.17%1.24%2.98%10.78%
CDI0.84%0.78%0.76%0.82%0.86%0.82%0.94%0.86%0.90%0.94%0.84%0.96%10.81%
diferença0.53%0.19%-0.45%-0.17%-0.64%-0.16%-0.15%-1.54%0.75%-0.77%0.40%2.02%-0.03%
2013Fundo1.31%-0.05%0.79%0.71%0.38%-1.23%0.62%-0.40%0.70%0.39%0.33%0.93%4.54%
CDI0.59%0.48%0.54%0.60%0.59%0.59%0.71%0.70%0.70%0.80%0.71%0.78%8.07%
diferença0.72%-0.53%0.25%0.11%-0.20%-1.82%-0.09%-1.10%0.00%-0.41%-0.38%0.15%-3.52%
2012Fundo0.39%0.83%1.00%0.42%1.25%0.36%0.33%1.29%-0.26%0.69%0.85%0.20%7.59%
CDI0.84%0.74%0.81%0.70%0.73%0.64%0.68%0.69%0.54%0.61%0.54%0.53%8.35%
diferença-0.45%0.09%0.20%-0.28%0.52%-0.28%-0.35%0.61%-0.80%0.08%0.31%-0.34%-0.76%

Videos sobre o fundo

A ideia é trazer video mais "perenes", que te permitam conhecer o gestor e o fundo. Evitamos videos que sejam muito focados no posicionamento momentâneo da carteira.

Mario Schalch no Outliers 66

Ilustração do video

Publicado em 17/06/2022

Excelente entrevista para conhecer mais sobre o gestor do fundo e sócio-fundador da gestora. No bate-papo ele conta um pouco de sua história, explica como está estruturada a “casa” e detalha a estratégia do fundo. A partir dos 12 minutos ele fala especificamente sobre o funcionamento do fundo.

Podcasts

Mario Schalch no Outliers 66

Ilustração do video

Publicado em 17/06/2022

Excelente entrevista para conhecer mais sobre o gestor do fundo e sócio-fundador da gestora. No bate-papo ele conta um pouco de sua história, explica como está estruturada a “casa” e detalha a estratégia do fundo.

Outros conteúdos


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Neo Multi Estratégia vale a pena?

Todo fundo de investimentos apresenta riscos. O importante é estudar fundo, conhecer o gestor e se familiarizar com a estratégia.

A ideia do nosso é website é justante te ajudar a se informar para tomar decisões conscientes.