Novus Ações Institucional

Detalhes:

Tipo de Fundo:

Gestora: Novus Capital

CNPJ do fundo: 21.312.739/0001-09

Posição no ranking da categoria: 123º colocado

Gráfico de Retorno

Indicadores Quantitativos

Levando em conta o último mês "fechado".

Retorno Anualizado
12 meses: -38.3%24 meses: -22.1%36 meses: -13%48 meses: -2%
Volatilidade
12 meses: 39.2%24 meses: 34.1%36 meses: 45%
Retorno ajustado a risco
Sharpe 12 meses: -1.086Sortino 12 meses: -1.698Calmar 12 meses: -1.356Sharpe 36 meses: -0.382

Retornos Mensais

  JANFEVMARABRMAIJUNJULAGOSETOUTNOVDEZANUAL
AnoNome             
2022Fundo7.01%-6.84%11.83%-13.58%3.00%-9.94%3.70%0.00%0.00%0.00%0.00%0.00%-7.33%
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%
diferença-0.12%-7.70%5.67%-3.03%-0.66%1.42%-0.82%0.00%0.00%0.00%0.00%0.00%-5.85%
2021Fundo-4.18%-4.59%4.57%2.55%10.49%2.15%-11.83%-5.74%-9.74%-17.35%-2.96%-2.38%-35.01%
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-0.61%-0.09%-1.72%0.61%4.50%1.69%-7.97%-3.15%-3.09%-10.95%-1.63%-4.88%-22.93%
2020Fundo0.68%-13.03%-35.00%17.22%9.93%15.04%9.12%-7.14%-9.25%-3.89%19.81%4.87%-6.32%
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%
diferença2.78%-5.41%-3.94%5.88%0.95%6.16%0.74%-3.53%-4.39%-3.46%3.99%-4.32%-9.39%
2019Fundo20.81%-5.63%-2.21%1.63%-2.34%6.72%4.79%-3.86%-1.02%7.30%-1.52%15.51%43.73%
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%
diferença9.69%-3.34%-2.17%0.47%-3.11%2.96%3.89%-3.48%-4.51%5.10%-2.60%8.91%12.25%
2018Fundo6.85%-1.36%-3.81%-2.14%-14.58%-6.35%8.44%-7.94%0.57%29.50%-1.78%-2.39%-1.08%
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-4.23%-1.97%-3.73%-3.05%-3.63%-1.33%-0.23%-4.89%-2.79%19.75%-4.51%-0.34%-15.68%
2017Fundo10.22%4.75%-0.15%-0.47%-8.24%2.34%8.94%9.51%5.73%-1.65%-5.94%4.67%31.59%
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%
diferença3.09%1.36%2.51%-1.12%-4.08%1.73%4.36%2.15%1.09%-1.92%-2.63%-1.70%4.84%
2016Fundo-1.93%11.52%24.83%6.07%-13.19%12.57%17.75%7.52%-1.32%13.38%-5.27%-0.53%88.89%
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%
diferença5.05%5.75%7.48%-1.15%-3.36%6.45%6.17%7.07%-2.45%2.17%-0.66%2.40%50.65%
2015Fundo-3.45%10.30%1.52%10.46%-5.09%-1.60%-4.90%-5.48%-1.64%4.12%-7.51%-5.40%-10.18%
Ibov-3.49%9.65%-1.02%10.34%-5.99%0.21%-4.06%-8.16%-4.21%2.23%-1.58%-3.59%-10.85%
diferença0.04%0.65%2.54%0.11%0.90%-1.81%-0.84%2.69%2.57%1.88%-5.94%-1.81%0.68%

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