Porto Seguro Ações

Detalhes:

Tipo de Fundo:

CNPJ do fundo: 00.398.561/0001-90

Posição no ranking da categoria: 82º colocado

Gráfico de Retorno

Indicadores Quantitativos

Levando em conta o último mês "fechado".

Retorno Anualizado
12 meses: -23.7%24 meses: -3.6%36 meses: -3.6%48 meses: 5.8%
Volatilidade
12 meses: 23.8%24 meses: 22.6%36 meses: 31.7%
Retorno ajustado a risco
Sharpe 12 meses: -1.242Sortino 12 meses: -1.858Calmar 12 meses: -0.94Sharpe 36 meses: -0.262

Retornos Mensais

  JANFEVMARABRMAIJUNJULAGOSETOUTNOVDEZANUAL
AnoNome             
2022Fundo8.08%-2.50%4.35%-8.46%1.78%-14.35%7.73%0.00%0.00%0.00%0.00%0.00%-5.47%
Ibov7.12%0.85%6.15%-10.55%3.66%-11.36%4.53%0.00%0.00%0.00%0.00%0.00%-1.49%
diferença0.95%-3.36%-1.80%2.09%-1.87%-2.99%3.21%0.00%0.00%0.00%0.00%0.00%-3.98%
2021Fundo-4.14%-2.35%4.52%3.77%6.27%3.35%-3.58%-6.73%-7.13%-8.53%-1.60%3.50%-13.25%
Ibov-3.57%-4.50%6.29%1.94%5.99%0.46%-3.86%-2.59%-6.65%-6.39%-1.33%2.49%-12.08%
diferença-0.57%2.14%-1.77%1.83%0.28%2.89%0.28%-4.15%-0.48%-2.14%-0.27%1.01%-1.17%
2020Fundo-3.72%-9.52%-30.93%10.21%8.53%8.45%8.08%-1.80%-5.83%-3.52%17.77%8.99%-3.39%
Ibov-2.09%-7.62%-31.06%11.33%8.99%8.88%8.37%-3.62%-4.86%-0.43%15.82%9.19%3.07%
diferença-1.62%-1.90%0.13%-1.12%-0.46%-0.43%-0.29%1.82%-0.97%-3.09%1.95%-0.20%-6.47%
2019Fundo11.96%-3.05%0.77%3.14%2.93%4.36%1.54%0.64%1.61%2.72%0.45%7.78%39.94%
Ibov11.11%-2.29%-0.04%1.17%0.76%3.76%0.90%-0.38%3.48%2.20%1.09%6.59%31.48%
diferença0.85%-0.76%0.82%1.97%2.16%0.60%0.65%1.02%-1.87%0.52%-0.64%1.18%8.46%
2018Fundo6.81%1.12%-1.19%0.30%-8.89%-5.04%7.47%-4.40%2.08%13.53%3.52%0.46%14.68%
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-4.27%0.51%-1.10%-0.61%2.06%-0.02%-1.20%-1.35%-1.27%3.78%0.80%2.50%0.08%
2017Fundo7.03%3.60%-0.66%0.56%-4.87%1.40%4.14%4.96%6.02%-2.68%-3.50%4.49%21.49%
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-0.10%0.22%2.00%-0.09%-0.71%0.79%-0.44%-2.40%1.38%-2.95%-0.20%-1.87%-5.26%
2016Fundo-3.29%4.48%18.20%4.93%-5.89%5.44%11.35%-0.66%0.11%7.28%-10.44%-2.02%29.65%
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%
diferença3.69%-1.28%0.86%-2.29%3.95%-0.68%-0.23%-1.11%-1.01%-3.93%-5.83%0.91%-8.59%
2015Fundo-6.27%12.51%-2.42%10.67%-7.12%-0.49%-4.39%-7.62%-4.58%2.25%0.96%-3.14%-11.30%
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%
diferença-0.24%2.87%-1.40%0.33%-1.13%-0.71%-0.33%0.54%-0.37%0.02%2.53%0.45%1.91%
2014Fundo-9.91%1.35%8.10%2.34%-0.38%2.45%2.91%6.36%-6.48%1.89%0.56%-8.58%-1.16%
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-2.38%2.17%1.56%-0.10%0.23%-0.97%-2.20%-3.50%5.33%1.24%0.24%0.09%2.22%
2013Fundo0.92%0.14%-2.94%0.88%-0.98%-7.96%0.31%-1.92%5.10%3.23%-0.16%-3.68%-7.42%
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%
diferença2.60%4.49%-1.08%2.06%2.69%3.38%-1.46%-6.53%1.49%0.48%2.53%-1.65%8.41%
2012Fundo6.29%3.10%-1.39%-3.76%-10.85%3.60%0.33%-3.97%2.79%0.47%0.89%9.11%5.21%
Ibov9.01%4.13%-1.30%-4.84%-12.84%0.79%3.14%1.91%3.56%-3.63%0.82%5.65%4.66%
diferença-2.73%-1.04%-0.09%1.07%2.00%2.81%-2.81%-5.88%-0.77%4.09%0.07%3.46%0.55%

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