Porto Seguro Ações

Tem o objetivo de proporcionar rentabilidade ao cotista através da exposição ao mercado de renda variável.

Detalhes:

Tipo de Fundo:

CNPJ do fundo: 00.398.561/0001-90

Posição no ranking da categoria: 122º colocado

Gráfico de Retorno

Indicadores Quantitativos

Levando em conta o último mês "fechado".

Retorno Anualizado
12 meses: 6.3%24 meses: 4.7%36 meses: 6.3%48 meses: 2.2%
Volatilidade
12 meses: 3%24 meses: 14.6%36 meses: 16.5%
Retorno ajustado a risco
Sharpe 12 meses: 0.146Sortino 12 meses: 0.054Calmar 12 meses: 0.066Sharpe 36 meses: -0.193

Retornos Mensais

  JANFEVMARABRMAIJUNJULAGOSETOUTNOVDEZANUAL
AnoNome             
2026Fundo0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
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-13.24%-4.22%0.48%-1.54%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%-19.27%
2025Fundo5.36%-3.33%5.80%3.19%1.57%1.17%-4.60%6.40%2.15%0.00%0.00%0.00%18.47%
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%
diferença0.32%-0.90%-0.24%-0.21%-0.05%-1.37%-0.21%-0.24%-1.28%-2.21%-6.48%-1.13%-17.42%
2024Fundo-4.92%1.18%-1.05%-10.43%-2.10%1.08%2.35%5.91%-3.05%-1.76%-3.13%-4.17%-19.14%
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-1.18%-0.61%-0.31%-9.69%1.33%-0.37%-0.69%-1.00%0.09%-0.07%-0.91%0.17%-11.93%
2023Fundo3.67%-7.65%-4.64%2.58%5.73%8.00%7.90%-7.19%-1.44%-6.25%13.67%5.16%18.28%
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-3.36%-1.48%-2.01%0.86%-0.72%0.47%4.59%-2.41%-2.72%-4.37%5.30%0.22%-8.29%
2022Fundo8.08%-2.50%4.35%-8.46%1.78%-14.35%7.73%9.43%-1.29%6.17%-6.84%-3.87%-2.91%
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%
diferença0.02%-3.36%0.30%-0.83%-1.87%-5.91%3.21%2.86%-1.67%0.22%-6.33%-1.44%-17.23%
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-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-1.99%2.81%-1.57%3.47%0.28%3.19%1.94%-4.15%-4.25%-0.86%-1.54%1.77%-1.20%
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-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%
diferença0.96%-8.74%0.13%3.36%-2.05%-2.77%-0.29%1.82%-1.58%-1.88%4.57%0.44%-6.98%
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%
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%
diferença2.59%-2.51%-1.82%2.01%1.29%2.28%2.03%1.02%-1.87%0.52%0.33%2.26%10.24%
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%
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%
diferença0.03%3.44%-0.87%-1.33%0.46%0.68%-1.35%-1.35%-1.41%4.20%4.95%2.15%10.20%
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%
Ibov7.77%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-0.74%0.22%2.50%3.48%1.32%0.32%-0.44%-2.40%1.03%-2.52%3.62%-1.08%6.90%
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-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%
diferença0.28%-1.80%3.51%-3.65%3.32%-0.68%-0.23%-1.11%-0.72%-3.42%-6.59%0.91%-13.91%
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-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-2.78%4.01%-1.40%3.22%0.91%-2.01%1.14%0.54%-2.65%-4.12%6.76%-0.12%2.72%
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-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-4.57%2.17%0.04%-0.32%2.72%-2.67%-0.19%-3.50%5.33%1.24%5.26%-1.24%4.66%
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-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%
diferença3.48%4.59%-1.08%1.52%0.09%3.38%-0.68%-6.53%1.49%0.48%3.46%-1.79%7.88%
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%
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-1.93%-1.45%0.46%-0.72%2.00%4.61%-6.41%-5.88%-0.72%4.60%-2.44%3.45%-4.27%

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