Perfin Foresight Institucional

Detalhes:

Tipo de Fundo:

CNPJ do fundo: 10.608.762/0001-29

Posição no ranking da categoria: 32º colocado

Gráfico de Retorno

Indicadores Quantitativos

Levando em conta o último mês "fechado".

Retorno Anualizado
12 meses: 17.1%24 meses: 15.8%36 meses: 14.6%48 meses: 10.2%
Volatilidade
12 meses: 22.1%24 meses: 18.9%36 meses: 17.8%
Retorno ajustado a risco
Sharpe 12 meses: 0.1Sortino 12 meses: 0.15Calmar 12 meses: 0Sharpe 36 meses: 0.108

Retornos Mensais

    JAN FEV MAR ABR MAI JUN JUL AGO SET OUT NOV DEZ ANUAL
Ano Nome                          
2026 Fundo 9.26% 5.12% -1.85% -0.83% -7.51% 3.99% 3.47% -8.70% 3.57% 0.00% 0.00% 0.00% 5.20%
Ibov 13.24% 4.22% -0.48% 1.54% -6.06% -0.08% 3.53% -0.14% 3.70% 0.00% 0.00% 0.00% 20.03%
diferença -3.98% 0.90% -1.38% -2.37% -1.45% 4.07% -0.07% -8.57% -0.13% 0.00% 0.00% 0.00% -14.83%
2025 Fundo 3.70% -3.02% 4.69% 4.81% 2.10% 0.18% -4.19% 10.14% 5.82% 3.45% 6.16% 1.38% 40.34%
Ibov 5.04% -2.43% 6.04% 3.40% 1.62% 2.54% -4.39% 6.64% 3.42% 1.28% 6.48% 1.13% 34.65%
diferença -1.34% -0.59% -1.35% 1.41% 0.48% -2.35% 0.20% 3.50% 2.40% 2.17% -0.32% 0.26% 5.69%
2024 Fundo -1.95% 2.53% -0.17% -7.29% -3.66% 1.19% 4.00% 6.88% -2.48% -1.86% -1.92% -4.58% -9.70%
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%
diferença 1.78% 0.74% 0.56% -6.55% -0.23% -0.26% 0.96% -0.02% 0.66% -0.17% 0.31% -0.24% -2.48%
2023 Fundo 0.22% -5.97% -1.76% 2.04% 3.77% 8.67% 2.52% -7.46% -0.48% -5.55% 12.91% 7.44% 15.25%
Ibov 7.03% -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 -6.80% 0.20% 0.87% 0.32% -2.68% 1.15% -0.79% -2.67% -1.76% -3.68% 4.54% 2.50% -11.32%
2022 Fundo 2.40% -0.67% 3.17% -4.97% -0.20% -8.63% 5.94% 5.48% 0.25% 7.64% -7.43% -4.10% -2.65%
Ibov 8.06% 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 -5.65% -1.52% -0.88% 2.66% -3.86% -0.19% 1.42% -1.09% -0.13% 1.69% -6.91% -1.68% -16.97%
2021 Fundo -3.62% -2.48% 4.89% 2.03% 5.04% 1.52% -5.12% -4.13% -10.46% -8.11% -2.25% -1.43% -22.64%
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%
diferença -1.48% 2.68% -1.39% 1.60% -0.94% 1.36% 0.40% -1.54% -7.57% -0.44% -2.18% -3.16% -10.87%
2020 Fundo 2.12% -3.59% -34.02% 13.89% 8.87% 8.04% 8.34% -2.06% -6.35% -1.77% 3.80% 4.60% -7.77%
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%
diferença 6.80% -2.82% -2.96% 7.04% -1.71% -3.18% -0.03% 1.55% -2.10% -0.13% -9.40% -3.10% -10.55%
2019 Fundo 8.29% -0.93% -0.57% 3.02% 2.98% 3.95% 1.06% -0.72% 3.39% 3.22% 2.74% 8.64% 40.60%
Ibov 9.37% -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 -1.08% 1.36% -0.88% 1.90% 1.43% 1.87% 1.55% -0.34% -0.09% 1.03% 2.63% 3.13% 16.15%
2018 Fundo 5.17% -0.38% 0.16% 0.01% -9.55% -4.44% 5.38% -3.75% 3.03% 11.17% 3.96% 1.70% 11.44%
Ibov 9.19% -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 -4.02% 2.05% 0.25% -1.61% -0.19% 1.28% -3.44% -0.70% -0.47% 1.84% 5.38% 3.40% 4.48%
2017 Fundo 6.31% 2.43% 1.13% 1.52% -1.99% 0.27% 4.50% 3.61% 4.64% -0.47% -3.39% 6.16% 27.06%
Ibov 7.77% 3.38% -3.16% -2.92% -6.20% 0.61% 4.58% 7.36% 4.63% 0.27% -3.30% 6.37% 19.76%
diferença -1.46% -0.95% 4.29% 4.45% 4.21% -0.34% -0.08% -3.75% 0.01% -0.73% -0.08% -0.21% 7.30%
2016 Fundo 0.53% 3.45% 7.32% 4.77% -2.53% 5.19% 10.95% -0.06% 0.63% 7.96% -4.06% 1.17% 40.16%
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%
diferença 4.10% -2.83% -7.38% -3.81% 6.68% -0.93% -0.64% -0.51% -0.20% -2.74% -0.21% 4.10% -3.40%
2015 Fundo -4.96% 4.47% -0.96% 5.91% -1.81% -0.21% 0.61% -7.49% -3.75% 1.88% -0.20% -2.71% -9.57%
Ibov -3.49% 8.50% -1.02% 7.45% -8.02% 1.52% -5.53% -8.16% -4.72% 6.37% -5.80% -3.03% -16.47%
diferença -1.47% -4.04% 0.06% -1.54% 6.22% -1.73% 6.14% 0.67% 0.97% -4.49% 5.60% 0.32% 6.90%
2014 Fundo -8.94% 0.54% 2.06% 1.06% 1.01% 2.86% 0.17% 2.86% -6.74% -0.84% 2.64% -4.16% -8.03%
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%
diferença -3.60% 1.36% -5.99% -1.61% 4.11% -2.26% -2.92% -7.00% 5.07% -1.48% 7.35% 3.18% -2.21%
2013 Fundo 1.26% -0.25% -1.21% 0.57% -0.48% -3.80% 4.00% -2.19% 2.76% 3.53% -0.27% -2.38% 1.24%
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%
diferença 3.81% 4.19% 0.65% 1.21% 0.59% 7.55% 3.01% -6.79% -0.86% 0.78% 3.35% -0.49% 16.54%
2012 Fundo 6.76% 4.74% 4.53% 1.44% -4.48% 2.13% 3.54% 3.91% 1.69% 0.74% 1.59% 3.45% 33.96%
Ibov 8.22% 4.55% -1.30% -3.73% -12.97% 0.12% 6.74% 1.91% 3.51% -4.14% 3.33% 5.66% 10.39%
diferença -1.47% 0.19% 5.83% 5.17% 8.50% 2.01% -3.20% 2.00% -1.82% 4.88% -1.75% -2.22% 23.57%

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