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: 83º colocado

Gráfico de Retorno

Indicadores Quantitativos

Levando em conta o último mês "fechado".

Retorno Anualizado
12 meses: 17.4%24 meses: 9.9%36 meses: 12.2%48 meses: 9.1%
Volatilidade
12 meses: 18.6%24 meses: 19.3%36 meses: 17.9%
Retorno ajustado a risco
Sharpe 12 meses: 0.114Sortino 12 meses: 0.168Calmar 12 meses: 0.323Sharpe 36 meses: -0.012

Retornos Mensais

  JANFEVMARABRMAIJUNJULAGOSETOUTNOVDEZANUAL
AnoNome             
2026Fundo7.12%-1.50%-2.32%-2.02%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.98%
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-6.12%-5.72%-1.85%-3.56%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%-18.29%
2025Fundo8.13%-2.86%5.44%13.42%4.66%1.91%-7.34%9.70%4.46%0.31%6.09%-3.83%45.61%
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%
diferença3.10%-0.43%-0.60%10.02%3.04%-0.63%-2.94%3.06%1.04%-1.90%-0.39%-4.96%9.71%
2024Fundo-3.25%1.84%1.63%-5.88%-1.22%1.65%2.86%3.41%-4.57%-1.19%-8.76%-8.72%-20.95%
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%
diferença0.48%0.05%2.36%-5.15%2.21%0.20%-0.18%-3.49%-1.43%0.50%-6.53%-4.38%-13.74%
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%
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-4.52%-0.92%-1.71%1.07%-2.44%1.82%0.52%0.20%-1.73%-3.21%1.90%-0.29%-11.52%
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%
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%
diferença-3.92%-0.55%-1.06%1.25%-1.99%0.22%2.07%-0.46%0.13%4.51%-6.39%0.54%-6.54%
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-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%
diferença0.79%0.71%-3.72%3.67%-4.28%0.28%1.02%0.64%-1.57%-1.66%-2.85%-1.89%-7.37%
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-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%
diferença9.86%-6.11%-0.79%6.28%-4.46%-0.36%1.07%1.08%1.92%-1.07%-2.26%-0.61%4.25%
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%
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%
diferença1.03%-1.74%-3.73%0.96%2.56%2.26%4.80%3.35%-1.33%-1.69%2.69%2.67%15.51%
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%
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%
diferença0.36%1.75%1.02%-3.01%3.92%2.94%-4.44%-0.94%-3.70%3.15%5.87%5.74%14.45%
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%
Ibov7.77%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-1.92%-1.42%3.60%3.99%5.18%0.94%0.33%-2.48%-3.22%-0.41%4.94%-2.03%10.16%
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-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%
diferença3.50%-4.38%-7.11%-4.99%8.26%-1.61%-5.57%-1.75%-1.76%-4.89%-2.28%3.68%-21.74%
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-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-2.06%-3.27%4.06%-3.70%6.27%0.59%5.11%4.37%-1.03%-4.41%6.32%1.88%14.42%
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-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%
diferença0.56%0.78%-3.44%-1.19%5.14%-0.86%-2.25%-4.54%4.58%1.84%9.31%4.08%15.68%
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%-3.62%-1.89%5.00%
diferença0.00%0.00%0.00%0.00%0.00%0.00%0.35%-0.59%1.98%2.94%4.35%0.35%10.19%

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

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