Persevera Compass

Detalhes:

CNPJ do fundo: 31.120.430/0001-70

Posição no ranking da categoria: 44º colocado

Gráfico de Retorno

Indicadores Quantitativos

Levando em conta o último mês "fechado".

Retorno Anualizado
12 meses: 0.3%24 meses: -1.3%36 meses: 2.9%48 meses: 0%
Volatilidade
12 meses: 4.6%24 meses: 5.2%36 meses: 7.3%
Retorno ajustado a risco
Sharpe 12 meses: -1.756Sortino 12 meses: -2.59Calmar 12 meses: -1.348Sharpe 36 meses: -0.298

Retornos Mensais

  JANFEVMARABRMAIJUNJULAGOSETOUTNOVDEZANUAL
AnoNome             
2022Fundo-1.90%0.95%2.09%-2.08%0.36%0.44%0.83%0.00%0.00%0.00%0.00%0.00%0.63%
IMA-B-0.69%0.54%3.07%0.83%0.96%0.75%-1.26%0.00%0.00%0.00%0.00%0.00%4.24%
diferença-1.21%0.40%-0.98%-2.91%-0.61%-0.31%2.09%0.00%0.00%0.00%0.00%0.00%-3.61%
2021Fundo-2.60%-2.09%-0.62%1.54%1.12%0.53%-1.88%-0.50%-0.68%-1.88%-0.91%3.69%-4.37%
IMA-B-0.85%-1.52%-0.46%0.65%1.06%0.42%-0.37%-1.09%-0.13%-2.54%3.47%0.18%-1.31%
diferença-1.75%-0.57%-0.16%0.89%0.06%0.11%-1.51%0.59%-0.55%0.66%-4.38%3.52%-3.06%
2020Fundo-0.31%-0.68%0.82%3.03%2.32%-1.28%2.90%-0.93%-2.06%-1.91%2.43%4.00%8.40%
IMA-B0.26%0.45%-6.97%1.31%1.52%2.05%4.39%-1.80%-1.51%0.21%2.00%4.85%6.41%
diferença-0.57%-1.12%7.80%1.72%0.80%-3.33%-1.48%0.86%-0.55%-2.12%0.43%-0.85%1.99%
2019Fundo2.09%-0.05%-0.00%0.52%2.10%2.03%0.77%-0.45%2.37%1.47%-0.80%2.22%12.90%
IMA-B4.37%0.55%0.58%1.51%3.66%3.73%1.29%-0.40%2.86%3.36%-2.45%2.01%22.95%
diferença-2.28%-0.59%-0.58%-0.99%-1.56%-1.70%-0.52%-0.04%-0.49%-1.89%1.66%0.21%-10.05%
2018Fundo0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.60%0.69%1.30%
IMA-B0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.90%1.65%2.57%
diferença0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%-0.30%-0.96%-1.27%

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