Neo Navitas B

Detalhes:

Tipo de Fundo:

Gestora: Neo

CNPJ do fundo: 26.218.614/0001-38

Posição no ranking da categoria: 66º colocado

Gráfico de Retorno

Indicadores Quantitativos

Levando em conta o último mês "fechado".

Retorno Anualizado
12 meses: 6%24 meses: 13%36 meses: 7.1%48 meses: 10%
Volatilidade
12 meses: 17.8%24 meses: 16.9%36 meses: 17%
Retorno ajustado a risco
Sharpe 12 meses: -0.42Sortino 12 meses: -0.573Calmar 12 meses: -1.136Sharpe 36 meses: -0.278

Retornos Mensais

  JANFEVMARABRMAIJUNJULAGOSETOUTNOVDEZANUAL
AnoNome             
2026Fundo10.26%0.00%-1.87%-1.92%-8.47%0.69%0.00%0.00%0.00%0.00%0.00%0.00%-2.19%
Ibov13.24%4.22%-0.48%1.54%-6.06%-0.08%0.00%0.00%0.00%0.00%0.00%0.00%11.95%
diferença-2.99%-4.22%-1.39%-3.45%-2.42%0.78%0.00%0.00%0.00%0.00%0.00%0.00%-14.14%
2025Fundo10.11%-2.85%3.13%10.00%4.30%3.74%-4.69%5.47%3.21%-0.97%6.55%-2.46%40.21%
Ibov5.04%-2.43%6.04%3.40%1.62%2.54%-4.39%6.64%3.42%1.28%6.48%1.13%34.65%
diferença5.08%-0.42%-2.91%6.60%2.67%1.20%-0.30%-1.17%-0.21%-2.25%0.07%-3.59%5.56%
2024Fundo-3.17%-0.45%-1.47%-6.13%-1.96%2.79%3.30%6.09%-2.76%0.04%-5.62%-6.76%-15.73%
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%
diferença0.57%-2.24%-0.74%-5.40%1.47%1.34%0.26%-0.82%0.38%1.73%-3.40%-2.42%-8.52%
2023Fundo3.83%-7.82%-2.37%2.44%6.71%10.33%2.37%-6.81%-1.75%-7.07%13.68%6.60%18.96%
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-3.20%-1.65%0.26%0.72%0.27%2.80%-0.94%-2.03%-3.03%-5.20%5.31%1.66%-7.61%
2022Fundo7.69%-0.67%6.16%-11.95%-5.43%-9.03%4.16%6.82%2.27%9.72%-9.54%-4.87%-7.59%
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-0.37%-1.52%2.11%-4.32%-9.09%-0.59%-0.37%0.25%1.89%3.77%-9.03%-2.45%-21.90%
2021Fundo-0.50%-3.46%-1.15%6.05%3.81%3.63%-5.34%1.19%-8.09%-11.89%-6.36%-0.04%-21.35%
Ibov-2.14%-5.16%6.29%0.43%5.99%0.16%-5.52%-2.59%-2.89%-7.67%-0.07%1.73%-11.77%
diferença1.64%1.70%-7.44%5.62%-2.18%3.48%0.18%3.78%-5.20%-4.22%-6.29%-1.77%-9.58%
2020Fundo2.58%-7.24%-37.35%11.67%9.23%11.52%9.20%3.11%-2.05%1.90%7.24%5.97%3.55%
Ibov-4.67%-0.78%-31.06%6.86%10.58%11.22%8.37%-3.62%-4.25%-1.64%13.20%7.71%2.78%
diferença7.25%-6.46%-6.28%4.81%-1.35%0.30%0.83%6.73%2.20%3.53%-5.97%-1.74%0.77%
2019Fundo6.33%-2.81%0.08%1.60%3.36%4.10%3.65%4.17%2.24%1.93%1.82%7.44%39.15%
Ibov9.37%-2.29%0.31%1.12%1.55%2.08%-0.49%-0.38%3.48%2.20%0.12%5.52%24.46%
diferença-3.04%-0.52%-0.23%0.48%1.80%2.02%4.14%4.54%-1.25%-0.27%1.70%1.92%14.69%
2018Fundo4.30%-3.96%0.54%-2.04%-9.81%-1.19%2.99%-3.00%-0.86%6.64%1.81%3.10%-2.53%
Ibov9.19%-2.42%-0.08%1.62%-9.35%-5.72%8.82%-3.05%3.50%9.33%-1.43%-1.69%6.96%
diferença-4.89%-1.54%0.63%-3.67%-0.46%4.54%-5.83%0.05%-4.35%-2.69%3.24%4.80%-9.48%
2017Fundo0.00%-0.94%1.80%8.64%2.09%2.88%3.17%9.15%3.04%-0.25%-1.37%5.16%38.12%
Ibov0.00%-1.68%-3.16%-2.92%-6.20%0.61%4.58%7.36%4.63%0.27%-3.30%6.37%5.69%
diferença0.00%0.74%4.96%11.57%8.28%2.26%-1.41%1.79%-1.59%-0.52%1.93%-1.21%32.43%
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