Detalhes:
Tipo de Fundo: Multimercado Média Volatilidade
Gestora: XP Asset Management
CNPJ do fundo: 39.726.093/0001-71
Posição no ranking da categoria: 32º colocado
Gráfico de Retorno
Indicadores Quantitativos
Levando em conta o último mês "fechado".
Retorno Anualizado
12 meses: 9.3%24 meses: 0%36 meses: 0%48 meses: 0%Volatilidade
12 meses: 3.4%24 meses: 0%36 meses: 0%Retorno ajustado a risco
Sharpe 12 meses: -0.024Sortino 12 meses: -0.037Calmar 12 meses: -0.039Sharpe 36 meses: 0Retornos Mensais
JAN | FEV | MAR | ABR | MAI | JUN | JUL | AGO | SET | OUT | NOV | DEZ | ANUAL | ||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Ano | Nome | |||||||||||||
2022 | Fundo | 1.23% | 1.08% | 3.06% | 2.64% | 0.96% | -0.84% | -0.38% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 7.93% |
CDI | 0.73% | 0.76% | 0.93% | 0.83% | 1.03% | 1.02% | 1.03% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 6.51% | |
diferença | 0.50% | 0.32% | 2.13% | 1.80% | -0.08% | -1.86% | -1.41% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 1.43% | |
2021 | Fundo | 0.03% | 0.20% | 0.12% | 0.53% | 0.82% | 0.89% | -0.77% | 0.03% | 0.31% | -0.13% | -0.04% | 1.13% | 3.15% |
CDI | 0.15% | 0.14% | 0.20% | 0.21% | 0.27% | 0.31% | 0.35% | 0.43% | 0.44% | 0.49% | 0.59% | 0.77% | 4.43% | |
diferença | -0.12% | 0.07% | -0.09% | 0.32% | 0.55% | 0.59% | -1.12% | -0.40% | -0.13% | -0.61% | -0.63% | 0.36% | -1.27% | |
2020 | Fundo | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
CDI | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.01% | 0.01% | |
diferença | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | -0.00% | -0.00% |
Em breve teremos conteúdo (video, podcast etc.) sobre esse fundo.
Todos os conteúdo do site são inseridos manualmente, após curadoria.
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