Perfin Foresight Institucional

Detalhes:

Tipo de Fundo:

CNPJ do fundo: 10.608.762/0001-29

Posição no ranking da categoria: 30º colocado

Gráfico de Retorno

Indicadores Quantitativos

Levando em conta o último mês "fechado".

Retorno Anualizado
12 meses: 42.5%24 meses: 21.5%36 meses: 19.3%48 meses: 11.9%
Volatilidade
12 meses: 18.7%24 meses: 16.9%36 meses: 16.7%
Retorno ajustado a risco
Sharpe 12 meses: 1.241Sortino 12 meses: 1.778Calmar 12 meses: 3.537Sharpe 36 meses: 0.366

Retornos Mensais

  JANFEVMARABRMAIJUNJULAGOSETOUTNOVDEZANUAL
AnoNome             
2026Fundo9.26%5.12%-1.85%-0.83%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%11.80%
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-3.98%0.90%-1.38%-2.37%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%-7.47%
2025Fundo3.70%-3.02%4.69%4.81%2.10%0.18%-4.19%10.14%5.82%3.45%6.16%1.38%40.34%
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%
diferença-1.34%-0.59%-1.35%1.41%0.48%-2.35%0.20%3.50%2.40%1.23%-0.32%0.26%4.45%
2024Fundo-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%
diferença1.78%0.74%0.56%-6.55%-0.23%-0.26%0.96%-0.02%0.66%-0.17%0.31%-0.24%-2.48%
2023Fundo0.22%-5.97%-1.76%2.04%3.77%8.67%2.52%-7.46%-0.48%-5.55%12.91%7.44%15.25%
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-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%
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%
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-5.65%-1.52%-0.88%2.66%-3.86%-0.19%1.42%-1.09%-0.13%1.69%-6.91%-1.68%-16.97%
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-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%
diferença-1.48%2.68%-1.20%1.73%-0.94%1.36%0.40%-1.54%-7.57%-0.44%-2.18%-3.16%-10.59%
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-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%
diferença6.80%-2.82%-2.96%7.04%-1.71%-3.18%-0.03%1.55%-2.10%-0.13%-9.40%-3.95%-11.36%
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%
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%
diferença-1.08%-0.40%-3.17%1.90%1.34%1.87%1.55%-0.34%-0.09%1.03%2.63%3.13%10.91%
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%
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%
diferença-1.62%1.94%0.48%-1.61%-0.19%1.28%-3.44%-0.70%-0.47%1.84%5.38%3.40%6.96%
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%
Ibov7.77%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-1.46%-0.95%4.29%4.45%4.21%-0.81%-0.08%-3.75%-0.35%-0.30%3.74%0.59%12.47%
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-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%
diferença4.10%-2.83%-7.38%-3.81%6.68%-0.93%-0.64%-0.51%-0.20%-2.74%-0.21%4.10%-3.40%
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-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-1.47%-4.04%0.06%-1.54%6.22%-1.18%6.14%0.67%-1.81%-4.49%5.60%0.32%4.96%
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-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%
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-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%
diferença3.81%4.19%0.65%1.21%0.59%7.55%3.01%-6.79%-0.86%0.78%3.35%-0.49%16.54%
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%
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%
diferença-1.47%0.19%6.39%4.48%8.37%3.13%-3.20%2.00%-1.82%4.88%-1.75%-2.22%24.48%

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