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: 51º colocado

Gráfico de Retorno

Indicadores Quantitativos

Levando em conta o último mês "fechado".

Retorno Anualizado
12 meses: 9.7%24 meses: 6.2%36 meses: -2.9%48 meses: 5.6%
Volatilidade
12 meses: 14.9%24 meses: 17.5%36 meses: 18.5%
Retorno ajustado a risco
Sharpe 12 meses: -0.136Sortino 12 meses: -0.226Calmar 12 meses: -0.118Sharpe 36 meses: -0.665

Retornos Mensais

  JANFEVMARABRMAIJUNJULAGOSETOUTNOVDEZANUAL
AnoNome             
2024Fundo-3.25%1.84%1.63%-5.88%-1.22%0.00%0.00%0.00%0.00%0.00%0.00%0.00%-6.91%
Ibov-4.94%1.05%-0.73%-1.57%-3.04%0.00%0.00%0.00%0.00%0.00%0.00%0.00%-9.00%
diferença1.69%0.79%2.36%-4.32%1.82%0.00%0.00%0.00%0.00%0.00%0.00%0.00%2.09%
2023Fundo2.50%-7.09%-4.34%2.79%4.00%9.34%3.84%-4.58%-0.45%-5.09%10.27%4.65%15.04%
Ibov3.67%-7.91%-2.63%2.45%3.90%8.90%3.31%-4.78%0.75%-3.12%12.73%5.52%23.07%
diferença-1.17%0.82%-1.71%0.34%0.10%0.44%0.52%0.20%-1.20%-1.97%-2.46%-0.87%-8.03%
2022Fundo4.13%0.30%2.99%-6.38%1.67%-8.23%6.59%6.12%0.51%10.45%-6.91%-1.88%7.77%
Ibov7.12%0.85%6.15%-10.55%3.66%-11.36%4.53%6.58%0.60%5.34%-3.18%-2.42%5.11%
diferença-2.99%-0.55%-3.16%4.17%-1.99%3.14%2.07%-0.46%-0.09%5.11%-3.73%0.54%2.66%
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-4.32%-4.50%6.09%2.12%5.99%0.46%-3.86%-2.59%-6.65%-6.39%-1.33%2.49%-12.76%
diferença2.96%0.05%-3.72%1.84%-4.28%-0.02%-0.64%0.64%2.20%-2.93%-1.58%-2.64%-6.66%
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%10.05%3.88%
diferença7.28%0.73%-0.79%1.80%-2.87%1.98%1.07%1.08%2.53%-2.28%-4.88%-2.11%3.95%
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%-0.17%-2.16%1.17%0.76%3.76%0.90%-0.38%3.48%2.20%1.09%6.59%31.48%
diferença-0.72%-2.11%1.03%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%

Em breve teremos conteúdo (video, podcast etc.) sobre esse fundo.

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Nomes Alternativos / Espelhos ou fundos com altíssima correlação:

  • SHARP EQUITY VALUE INSTITUCIONAL FUNDO DE INVESTIMENTO DE AÇÕES
  • SHARP CONTINENTE FUNDO DE INVESTIMENTO EM AÇÕES
  • SHARP EQUITY VALUE INSTITUCIONAL FC DE FUNDOS DE INVESTIMENTO EM AÇÕES ÁGORA
  • BANRISUL ESPELHO SHARP EQUITY VALUE INSTITUCIONAL FUNDO DE INVESTIMENTO EM COTAS DE FI DE AÇÕES

Sharp Equity Value Institucional vale a pena?

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