Perfin Foresight Institucional

Detalhes:

Tipo de Fundo:

CNPJ do fundo: 10.608.762/0001-29

Posição no ranking da categoria: 109º colocado

Gráfico de Retorno

Indicadores Quantitativos

Levando em conta o último mês "fechado".

Retorno Anualizado
12 meses: 13.9%24 meses: 4%36 meses: -3.9%48 meses: -6.3%
Volatilidade
12 meses: 16.8%24 meses: 18.4%36 meses: 19.3%
Retorno ajustado a risco
Sharpe 12 meses: 0.057Sortino 12 meses: 0.097Calmar 12 meses: 0.058Sharpe 36 meses: -0.648

Retornos Mensais

  JANFEVMARABRMAIJUNJULAGOSETOUTNOVDEZANUAL
AnoNome             
2024Fundo-1.96%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%-1.96%
Ibov-4.94%-0.02%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%-4.95%
diferença2.98%0.02%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%3.00%
2023Fundo0.22%-5.97%-1.76%0.69%5.15%8.67%2.52%-7.46%-0.48%-5.55%12.91%7.45%15.25%
Ibov3.67%-7.91%-2.63%2.45%3.90%8.90%3.31%-4.78%0.75%-3.12%12.73%5.52%23.07%
diferença-3.45%1.94%0.87%-1.76%1.25%-0.23%-0.79%-2.67%-1.22%-2.43%0.18%1.93%-7.82%
2022Fundo2.40%-0.67%3.17%-4.97%-0.20%-8.63%5.94%5.48%0.25%7.64%-7.43%-4.10%-2.65%
Ibov7.12%0.85%6.15%-10.55%3.66%-11.36%4.53%6.58%0.60%5.34%-3.18%-2.42%5.11%
diferença-4.72%-1.52%-2.98%5.59%-3.86%2.73%1.42%-1.09%-0.35%2.29%-4.24%-1.68%-7.76%
2021Fundo-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-4.32%-4.50%6.09%2.12%5.99%0.46%-3.86%-2.59%-6.65%-6.39%-1.33%2.49%-12.76%
diferença0.70%2.01%-1.20%-0.09%-0.94%1.05%-1.26%-1.54%-3.80%-1.72%-0.91%-3.92%-9.88%
2020Fundo2.12%-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-2.09%-7.62%-31.06%11.33%8.99%8.88%8.37%-3.62%-4.86%-0.43%15.82%10.05%3.88%
diferença4.22%4.03%-2.96%2.56%-0.12%-0.84%-0.03%1.55%-1.49%-1.34%-12.02%-5.44%-11.65%
2019Fundo8.29%-0.93%-0.57%3.02%2.98%3.95%1.06%-0.72%3.39%3.22%2.74%8.64%40.60%
Ibov11.11%-0.17%-2.16%1.17%0.76%3.76%0.90%-0.38%3.48%2.20%1.09%6.59%31.48%
diferença-2.82%-0.76%1.59%1.85%2.21%0.19%0.16%-0.34%-0.09%1.03%1.66%2.05%9.13%
2018Fundo5.17%-0.38%0.16%0.01%-9.55%-4.44%5.38%-3.75%3.03%11.17%3.96%1.70%11.44%
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-5.91%-0.99%0.25%-0.90%1.41%0.58%-3.29%-0.70%-0.33%1.42%1.23%3.75%-3.17%
2017Fundo6.31%2.43%1.13%1.52%-1.99%0.27%4.50%3.61%4.64%-0.47%-3.39%6.16%27.06%
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%
diferença-0.82%-0.95%3.79%0.87%2.17%-0.34%-0.08%-3.75%0.01%-0.73%-0.08%-0.21%0.31%
2016Fundo0.53%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-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%
diferença7.51%-2.31%-10.03%-2.45%7.31%-0.93%-0.64%-0.51%-0.50%-3.25%0.55%4.10%1.92%
2015Fundo-4.96%4.47%-0.96%5.91%-1.81%0.34%0.61%-7.49%-3.75%1.88%-0.20%-2.71%-9.06%
Ibov-6.04%9.65%-1.02%10.34%-5.99%0.21%-4.06%-8.16%-4.21%2.23%-1.58%-3.59%-13.21%
diferença1.08%-5.18%0.06%-4.44%4.18%0.13%4.67%0.67%0.46%-0.35%1.38%0.88%4.14%
2014Fundo-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-7.52%-0.82%6.53%2.44%-0.62%3.42%5.11%9.87%-11.81%0.65%0.32%-8.67%-3.38%
diferença-1.41%1.36%-4.47%-1.39%1.62%-0.56%-4.94%-7.00%5.07%-1.48%2.32%4.52%-4.65%
2013Fundo1.26%-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-1.68%-4.34%-1.85%-1.18%-3.67%-11.34%1.76%4.61%3.62%2.75%-2.69%-2.03%-15.83%
diferença2.94%4.09%0.65%1.75%3.19%7.55%2.23%-6.79%-0.86%0.78%2.43%-0.35%17.07%
2012Fundo6.76%4.74%4.53%1.44%-4.48%2.13%3.54%3.91%1.69%0.74%1.59%3.45%33.96%
Ibov9.01%4.13%-1.85%-4.15%-11.99%-0.34%3.14%1.91%3.56%-3.63%0.82%5.65%4.66%
diferença-2.26%0.61%6.39%5.59%7.51%2.46%0.40%2.00%-1.88%4.37%0.77%-2.20%29.30%

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