Polo Macro

Detalhes:

CNPJ do fundo: 11.228.500/0001-00

Posição no ranking da categoria: 34º colocado

Gráfico de Retorno

Indicadores Quantitativos

Levando em conta o último mês "fechado".

Retorno Anualizado
12 meses: -12%24 meses: 0.9%36 meses: -4.5%48 meses: 0.3%
Volatilidade
12 meses: 28.7%24 meses: 23.3%36 meses: 25%
Retorno ajustado a risco
Sharpe 12 meses: -0.6Sortino 12 meses: -0.794Calmar 12 meses: -2.851Sharpe 36 meses: -0.352

Retornos Mensais

  JANFEVMARABRMAIJUNJULAGOSETOUTNOVDEZANUAL
AnoNome             
2022Fundo-0.41%-2.96%-1.53%-2.86%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%-7.55%
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%
diferença0.28%-3.50%-4.60%-3.69%-0.96%-0.75%1.26%0.00%0.00%0.00%0.00%0.00%-11.79%
2021Fundo-3.30%5.37%1.21%3.13%6.55%0.58%-4.44%-4.46%-5.30%-9.35%2.08%13.70%3.67%
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-2.45%6.88%1.67%2.48%5.49%0.16%-4.07%-3.37%-5.17%-6.81%-1.39%13.52%4.98%
2020Fundo-1.48%-6.55%-23.83%4.95%3.26%3.64%1.64%-3.02%-8.39%-1.62%15.44%6.69%-13.81%
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-1.74%-7.00%-16.85%3.63%1.75%1.59%-2.74%-1.23%-6.87%-1.83%13.44%1.84%-20.22%
2019Fundo8.14%0.80%-0.89%1.11%0.24%2.48%-1.36%-3.78%0.55%1.25%-0.35%7.54%16.19%
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%
diferença3.77%0.25%-1.47%-0.40%-3.42%-1.26%-2.65%-3.37%-2.32%-2.11%2.11%5.53%-6.76%
2018Fundo1.19%2.17%1.69%1.95%-2.82%0.87%1.77%-4.37%2.35%4.99%1.57%0.96%12.67%
IMA-B3.40%0.55%0.94%-0.14%-3.16%-0.32%2.32%-0.45%-0.15%7.14%0.90%1.65%13.06%
diferença-2.21%1.62%0.76%2.09%0.34%1.19%-0.54%-3.92%2.50%-2.14%0.66%-0.69%-0.38%
2017Fundo1.47%1.40%1.10%0.67%2.01%1.59%1.11%0.15%0.85%0.73%-0.51%1.79%13.05%
IMA-B1.87%3.85%1.04%-0.32%-1.19%0.16%4.00%1.34%1.81%-0.38%-0.76%0.83%12.79%
diferença-0.40%-2.45%0.05%0.99%3.20%1.42%-2.89%-1.19%-0.96%1.11%0.25%0.96%0.26%
2016Fundo0.03%-0.45%-1.04%0.96%2.79%-0.50%1.21%1.52%0.94%0.84%3.89%2.74%13.59%
IMA-B1.91%2.26%5.31%3.93%-0.10%1.93%2.51%0.89%1.57%0.64%-1.22%2.91%24.81%
diferença-1.88%-2.71%-6.35%-2.97%2.89%-2.43%-1.30%0.63%-0.63%0.20%5.11%-0.16%-11.22%
2015Fundo2.50%1.33%1.37%-1.31%2.88%-0.60%5.28%0.80%0.14%2.51%1.87%0.18%18.14%
IMA-B3.12%0.54%-0.28%2.44%2.57%-0.27%-0.73%-3.11%-0.68%2.58%1.03%1.52%8.88%
diferença-0.61%0.78%1.65%-3.74%0.31%-0.33%6.00%3.92%0.82%-0.06%0.84%-1.34%9.26%
2014Fundo-0.23%0.58%0.58%0.88%1.76%-0.80%1.98%1.37%2.28%-0.96%0.41%1.52%9.71%
IMA-B-2.55%4.44%0.71%2.42%4.27%0.06%1.13%4.82%-3.53%2.08%2.14%-1.91%14.54%
diferença2.32%-3.86%-0.13%-1.54%-2.50%-0.86%0.85%-3.45%5.81%-3.04%-1.73%3.43%-4.83%
2013Fundo1.57%-0.13%1.31%1.68%2.14%-3.10%2.01%0.47%0.11%1.64%1.94%2.10%12.27%
IMA-B0.54%-0.88%-1.88%1.58%-4.52%-2.79%1.29%-2.61%0.39%0.91%-3.59%1.31%-10.02%
diferença1.04%0.75%3.20%0.10%6.65%-0.31%0.72%3.08%-0.27%0.73%5.53%0.79%22.29%
2012Fundo1.55%1.46%3.17%1.38%0.08%1.50%1.17%2.32%2.10%0.87%1.17%3.21%21.87%
IMA-B1.34%2.17%1.91%4.42%1.97%-0.50%2.88%1.81%1.43%3.80%0.53%1.92%26.31%
diferença0.21%-0.71%1.26%-3.04%-1.89%2.00%-1.71%0.51%0.67%-2.93%0.64%1.29%-4.44%

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