Polo Long Bias I

Fundo criado em 2017, investe seu portfólio em ações, com posições direcionais ou de valor relativo. Uso da estratégia stock-picking, com a compra de papéis de companhias com potencial de superar o desempenho esperado para os principais índices do mercado.

Detalhes:

Tipo de Fundo:

Gestora: Polo Capital

CNPJ do fundo: 27.347.332/0001-01

Posição no ranking da categoria: 42º colocado

Gráfico de Retorno

Indicadores Quantitativos

Levando em conta o último mês "fechado".

Retorno Anualizado
12 meses: 17%24 meses: 5.6%36 meses: 12.3%48 meses: 3.7%
Volatilidade
12 meses: 18.5%24 meses: 22.3%36 meses: 21.5%
Retorno ajustado a risco
Sharpe 12 meses: 0.095Sortino 12 meses: 0.13Calmar 12 meses: 0.307Sharpe 36 meses: -0.003

Retornos Mensais

  JANFEVMARABRMAIJUNJULAGOSETOUTNOVDEZANUAL
AnoNome             
2026Fundo3.70%4.52%-5.53%-3.62%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%-1.31%
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-9.54%0.30%-5.06%-5.16%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%-20.58%
2025Fundo6.10%-1.37%8.85%3.01%11.58%0.08%-3.66%5.79%1.12%-2.40%4.72%0.60%38.84%
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%
diferença1.06%1.06%2.81%-0.40%9.96%-2.46%0.73%-0.84%-2.30%-4.61%-1.77%-0.53%2.94%
2024Fundo-6.14%3.31%3.50%-5.80%-3.98%0.39%4.28%4.23%-9.24%0.07%-6.14%-6.85%-21.33%
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-2.40%1.53%4.23%-5.06%-0.55%-1.06%1.24%-2.67%-6.09%1.76%-3.91%-2.51%-14.12%
2023Fundo-2.73%-8.62%0.10%1.00%12.13%10.33%4.74%-6.20%-1.43%-6.03%10.74%6.73%19.57%
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-9.76%-2.45%2.73%-0.72%5.68%2.81%1.43%-1.42%-2.71%-4.15%2.37%1.78%-7.00%
2022Fundo2.91%-3.76%4.26%-4.51%1.28%-10.91%2.47%8.39%-0.50%5.97%-11.33%-3.62%-10.94%
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-5.14%-4.61%0.21%3.12%-2.38%-2.47%-2.05%1.82%-0.88%0.02%-10.81%-1.20%-25.26%
2021Fundo-0.59%0.86%1.95%4.09%6.32%2.09%-4.04%-2.11%-8.75%-13.57%3.19%3.29%-8.79%
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%
diferença1.56%6.02%-4.14%3.79%0.33%1.93%1.48%0.48%-5.86%-5.89%3.26%1.55%3.26%
2020Fundo3.32%-6.95%-27.52%18.33%3.47%8.97%6.48%1.22%-7.68%-5.39%14.23%5.74%5.70%
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%
diferença7.99%-6.18%3.54%11.48%-7.11%-2.25%-1.89%4.84%-3.43%-3.75%1.02%-2.81%2.12%
2019Fundo8.57%-1.40%-5.92%-4.00%-1.82%0.86%-1.82%-0.16%1.23%2.35%5.03%8.42%10.71%
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-0.79%-0.87%-8.52%-5.13%-3.46%-1.22%-1.33%0.21%-2.26%0.15%4.92%2.90%-18.98%
2018Fundo9.02%5.05%8.06%3.91%-0.37%2.12%1.72%-2.73%0.00%8.81%4.60%-1.36%45.35%
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%
diferença2.24%7.37%8.37%2.28%8.98%7.84%-7.10%0.32%-3.50%-0.52%6.03%0.33%40.87%
2017Fundo0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%5.34%-1.52%9.03%13.11%
Ibov0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%-3.46%-7.13%5.57%-5.34%
diferença0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%8.80%5.61%3.46%18.45%

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