Sharp Equity Value Institucional

Fundo criado em 2013. A tomada das decisões de investimento para o fundo é feita de forma majoritariamente bottom-up. Busca investir entre 80% e 100% do seu patrimônio em ações. Procuram entender a fundo as companhias e avaliar constantemente as melhores alternativas ajustadas a risco.

Detalhes:

Tipo de Fundo:

Gestora: Sharp Capital

CNPJ do fundo: 17.898.650/0001-07

Posição no ranking da categoria: 32º colocado

Gráfico de Retorno

Indicadores Quantitativos

Levando em conta o último mês "fechado".

Retorno Anualizado
12 meses: -17.5%24 meses: -5.3%36 meses: 0.5%48 meses: 9.9%
Volatilidade
12 meses: 20.8%24 meses: 20.9%36 meses: 31.2%
Retorno ajustado a risco
Sharpe 12 meses: -1.151Sortino 12 meses: -1.768Calmar 12 meses: -0.764Sharpe 36 meses: -0.142

Retornos Mensais

  JANFEVMARABRMAIJUNJULAGOSETOUTNOVDEZANUAL
AnoNome             
2022Fundo4.13%0.30%2.99%-6.38%1.67%-8.23%6.59%0.00%0.00%0.00%0.00%0.00%0.16%
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%
diferença-2.99%-0.55%-3.16%4.17%-1.99%3.14%2.07%0.00%0.00%0.00%0.00%0.00%1.65%
2021Fundo-1.36%-4.45%2.37%3.97%1.71%0.44%-4.50%-1.95%-4.46%-9.33%-2.92%-0.15%-19.42%
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%
diferença2.21%0.05%-3.92%2.03%-4.28%-0.02%-0.64%0.64%2.20%-2.93%-1.58%-2.64%-7.34%
2020Fundo5.18%-6.89%-31.85%13.14%6.12%10.86%9.45%-2.53%-2.33%-2.71%10.94%7.94%7.83%
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%
diferença7.28%0.73%-0.79%1.80%-2.87%1.98%1.07%1.08%2.53%-2.28%-4.88%-1.25%4.76%
2019Fundo10.40%-2.28%-1.14%2.08%4.20%4.34%4.31%2.97%2.16%0.51%2.81%8.18%45.20%
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%
diferença-0.72%0.01%-1.09%0.92%3.43%0.58%3.41%3.35%-1.33%-1.69%1.72%1.59%13.72%
2018Fundo7.14%-0.56%0.71%-1.39%-5.43%-2.78%4.38%-3.98%-0.20%12.48%4.44%4.05%18.93%
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-3.94%-1.17%0.79%-2.29%5.53%2.24%-4.29%-0.94%-3.56%2.73%1.72%6.10%4.33%
2017Fundo5.85%1.96%0.43%1.07%-1.01%2.02%4.91%4.88%1.77%-0.57%-2.18%3.54%24.76%
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-1.27%-1.42%3.10%0.42%3.15%1.41%0.33%-2.48%-2.86%-0.84%1.12%-2.83%-2.00%
2016Fundo-0.07%1.90%7.58%3.59%-0.95%4.51%6.01%-1.30%-0.93%5.81%-6.14%0.75%21.82%
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%
diferença6.91%-3.87%-9.77%-3.63%8.88%-1.61%-5.57%-1.75%-2.05%-5.40%-1.53%3.68%-16.41%
2015Fundo-5.56%5.23%3.04%3.75%-1.75%2.11%-0.42%-3.79%-2.96%1.96%0.52%-1.15%0.40%
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%
diferença0.48%-4.42%4.06%-6.59%4.24%1.89%3.64%4.37%1.25%-0.27%2.10%2.44%13.60%
2014Fundo-4.77%-0.04%4.61%1.48%2.04%4.26%0.84%5.32%-7.23%2.49%4.60%-3.26%9.85%
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%
diferença2.75%0.78%-1.92%-0.97%2.65%0.84%-4.27%-4.54%4.58%1.84%4.28%5.42%13.23%
2013Fundo0.00%0.00%0.00%0.00%0.00%0.00%0.05%4.02%5.59%5.69%0.73%-1.54%15.19%
Ibov0.00%0.00%0.00%0.00%0.00%0.00%-0.29%4.61%3.62%2.75%-2.69%-2.03%5.86%
diferença0.00%0.00%0.00%0.00%0.00%0.00%0.35%-0.59%1.98%2.94%3.42%0.49%9.33%

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