Opportunity Selection

Detalhes:

Tipo de Fundo:

CNPJ do fundo: 13.106.983/0001-97

Posição no ranking da categoria: 1º colocado

Gráfico de Retorno

Indicadores Quantitativos

Levando em conta o último mês "fechado".

Retorno Anualizado
12 meses: 56.8%24 meses: 29.3%36 meses: 31.3%48 meses: 19.4%
Volatilidade
12 meses: 16.1%24 meses: 15.8%36 meses: 15.4%
Retorno ajustado a risco
Sharpe 12 meses: 2.19Sortino 12 meses: 3.425Calmar 12 meses: 5.361Sharpe 36 meses: 1.088

Retornos Mensais

  JANFEVMARABRMAIJUNJULAGOSETOUTNOVDEZANUAL
AnoNome             
2026Fundo11.76%4.62%-5.16%8.88%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%20.74%
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-1.49%0.40%-4.69%7.35%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%1.47%
2025Fundo5.16%-5.37%-0.19%4.68%4.34%5.08%-1.35%2.93%5.99%3.18%5.15%0.33%33.52%
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%
diferença0.12%-2.94%-6.23%1.28%2.72%2.54%3.05%-3.71%2.57%0.97%-1.34%-0.80%-2.37%
2024Fundo0.61%1.30%1.45%-0.84%-0.39%5.15%-1.14%4.50%-2.63%1.35%-2.26%1.98%9.12%
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%
diferença4.34%-0.49%2.19%-0.10%3.04%3.70%-4.18%-2.40%0.51%3.04%-0.03%6.32%16.34%
2023Fundo4.40%-6.15%0.50%3.96%7.17%11.07%3.18%-3.18%-0.74%-3.40%10.04%5.44%35.41%
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-2.62%0.02%3.13%2.24%0.72%3.54%-0.14%1.60%-2.02%-1.52%1.67%0.50%8.84%
2022Fundo2.12%-3.91%4.99%-11.49%-0.98%-7.94%7.93%4.78%-3.98%1.55%-8.34%-5.32%-20.45%
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-5.93%-4.77%0.94%-3.86%-4.63%0.50%3.41%-1.79%-4.35%-4.40%-7.82%-2.90%-34.76%
2021Fundo0.07%-7.15%1.97%3.76%5.94%-0.57%-0.08%-3.07%-7.02%-7.77%-1.65%3.75%-12.25%
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%
diferença2.21%-1.98%-4.12%3.45%-0.05%-0.73%5.44%-0.49%-4.13%-0.10%-1.58%2.02%-0.20%
2020Fundo0.94%-7.02%-31.14%12.99%8.42%9.92%9.37%-3.93%-5.16%-2.82%13.84%9.00%4.57%
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%
diferença5.61%-6.25%-0.08%6.13%-2.16%-1.30%1.00%-0.32%-0.91%-1.18%0.64%0.45%0.98%
2019Fundo10.80%-1.73%0.05%2.42%3.48%4.36%4.49%2.44%2.46%3.66%1.36%8.31%50.36%
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%
diferença1.43%-1.20%-2.55%1.30%1.84%2.28%4.98%2.82%-1.03%1.46%1.24%2.79%20.67%
2018Fundo9.44%0.95%0.63%-0.31%-10.16%-5.81%7.65%-3.95%3.46%12.24%3.71%0.37%17.21%
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%
diferença2.65%3.27%0.94%-1.94%-0.81%-0.09%-1.17%-0.90%-0.04%2.91%5.14%2.06%12.73%
2017Fundo6.21%2.82%-4.42%0.34%-4.56%0.55%4.51%7.35%3.65%-0.00%-3.26%4.75%18.43%
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-1.56%-0.56%-1.26%3.26%1.64%-0.54%-0.07%-0.01%-1.34%0.16%3.86%-0.82%3.84%
2016Fundo-1.69%2.96%7.70%5.92%-3.66%5.99%10.37%0.06%-1.63%10.87%-5.57%-1.23%32.42%
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%
diferença1.88%-3.32%-6.99%-2.66%5.55%-0.14%-1.22%-0.39%-2.46%0.17%-1.72%1.70%-11.14%
2015Fundo-5.35%4.10%-0.18%4.04%-4.86%0.86%-2.11%-6.46%-2.42%-0.04%1.63%-2.33%-12.94%
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-1.86%-4.41%0.84%-3.40%3.17%-0.66%3.42%1.70%-0.49%-6.42%7.43%0.70%1.08%
2014Fundo-4.90%3.23%6.64%4.10%0.41%3.66%2.35%11.73%-11.78%2.50%3.24%-5.35%14.63%
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%
diferença0.43%4.05%-1.41%1.43%3.51%-1.45%-0.74%1.86%0.04%1.86%7.95%1.99%20.45%
2013Fundo-0.33%0.25%-1.39%2.46%-0.70%-8.49%1.73%2.97%2.16%2.64%0.30%-2.45%-1.42%
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%
diferença2.22%4.69%0.46%3.09%0.37%2.85%0.75%-1.64%-1.45%-0.10%3.92%-0.56%13.89%
2012Fundo8.51%2.73%-2.85%-2.87%-7.31%0.67%0.45%-0.39%1.68%0.98%0.97%5.73%7.65%
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%
diferença0.29%-1.82%-0.99%0.17%5.54%1.67%-6.30%-2.30%-1.83%5.12%-2.37%0.07%-1.83%

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Opportunity Selection 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.