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: 80º colocado

Gráfico de Retorno

Indicadores Quantitativos

Levando em conta o último mês "fechado".

Retorno Anualizado
12 meses: -0.1%24 meses: 7.5%36 meses: 7%48 meses: 7%
Volatilidade
12 meses: 20.2%24 meses: 20.3%36 meses: 18.6%
Retorno ajustado a risco
Sharpe 12 meses: -0.614Sortino 12 meses: -0.995Calmar 12 meses: 0Sharpe 36 meses: -0.264

Retornos Mensais

    JAN FEV MAR ABR MAI JUN JUL AGO SET OUT NOV DEZ ANUAL
Ano Nome                          
2026 Fundo 7.12% -1.50% -2.32% -2.02% -7.19% 0.13% 0.31% -0.95% 4.84% 0.00% 0.00% 0.00% -2.26%
Ibov 13.24% 4.22% -0.48% 1.54% -6.06% -0.08% 3.53% -0.14% 3.70% 0.00% 0.00% 0.00% 20.03%
diferença -6.12% -5.72% -1.85% -3.56% -1.13% 0.21% -3.23% -0.82% 1.14% 0.00% 0.00% 0.00% -22.28%
2025 Fundo 8.13% -2.86% 5.44% 13.42% 4.66% 1.91% -7.34% 9.70% 4.46% 0.31% 6.09% -3.83% 45.61%
Ibov 5.04% -2.43% 6.04% 3.40% 1.62% 2.54% -4.39% 6.64% 3.42% 1.28% 6.48% 1.13% 34.65%
diferença 3.10% -0.43% -0.60% 10.02% 3.04% -0.63% -2.94% 3.06% 1.04% -0.97% -0.39% -4.96% 10.96%
2024 Fundo -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%
diferença 0.48% 0.05% 2.36% -5.15% 2.21% 0.20% -0.18% -3.49% -1.43% 0.50% -6.53% -4.38% -13.74%
2023 Fundo 2.50% -7.09% -4.34% 2.79% 4.00% 9.34% 3.84% -4.58% -0.45% -5.09% 10.27% 4.65% 15.04%
Ibov 7.03% -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%
2022 Fundo 4.13% 0.30% 2.99% -6.38% 1.67% -8.23% 6.59% 6.12% 0.51% 10.45% -6.91% -1.88% 7.77%
Ibov 8.06% 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%
2021 Fundo -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% 6.29% 0.43% 5.99% 0.16% -5.52% -2.59% -2.89% -7.67% -0.07% 1.73% -11.77%
diferença 0.79% 0.71% -3.92% 3.54% -4.28% 0.28% 1.02% 0.64% -1.57% -1.66% -2.85% -1.89% -7.65%
2020 Fundo 5.18% -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% 7.71% 2.78%
diferença 9.86% -6.11% -0.79% 6.28% -4.46% -0.36% 1.07% 1.08% 1.92% -1.07% -2.26% 0.23% 5.05%
2019 Fundo 10.40% -2.28% -1.14% 2.08% 4.20% 4.34% 4.31% 2.97% 2.16% 0.51% 2.81% 8.18% 45.20%
Ibov 9.37% -2.29% 0.31% 1.12% 1.55% 2.08% -0.49% -0.38% 3.48% 2.20% 0.12% 5.52% 24.46%
diferença 1.03% 0.01% -1.44% 0.96% 2.64% 2.26% 4.80% 3.35% -1.33% -1.69% 2.69% 2.67% 20.74%
2018 Fundo 7.14% -0.56% 0.71% -1.39% -5.43% -2.78% 4.38% -3.98% -0.20% 12.48% 4.44% 4.05% 18.93%
Ibov 9.19% -2.42% -0.08% 1.62% -9.35% -5.72% 8.82% -3.05% 3.50% 9.33% -1.43% -1.69% 6.96%
diferença -2.04% 1.86% 0.79% -3.01% 3.92% 2.94% -4.44% -0.94% -3.70% 3.15% 5.87% 5.74% 11.97%
2017 Fundo 5.85% 1.96% 0.43% 1.07% -1.01% 2.02% 4.91% 4.88% 1.77% -0.57% -2.18% 3.54% 24.76%
Ibov 7.77% 3.38% -3.16% -2.92% -6.20% 0.61% 4.58% 7.36% 4.63% 0.27% -3.30% 6.37% 19.76%
diferença -1.92% -1.42% 3.60% 3.99% 5.18% 1.41% 0.33% -2.48% -2.86% -0.84% 1.12% -2.83% 4.99%
2016 Fundo -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%
diferença 3.50% -4.38% -7.11% -4.99% 8.26% -1.61% -5.57% -1.75% -1.76% -4.89% -2.28% 3.68% -21.74%
2015 Fundo -5.56% 5.23% 3.04% 3.75% -1.75% 1.39% -0.42% -3.79% -2.96% 1.96% 0.52% -1.15% -0.31%
Ibov -3.49% 8.50% -1.02% 7.45% -8.02% 1.52% -5.53% -8.16% -4.72% 6.37% -5.80% -3.03% -16.47%
diferença -2.06% -3.27% 4.06% -3.70% 6.27% -0.13% 5.11% 4.37% 1.76% -4.41% 6.32% 1.88% 16.16%
2014 Fundo -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%
diferença 0.56% 0.78% -3.44% -1.19% 5.14% -0.86% -2.25% -4.54% 4.58% 1.84% 9.31% 4.08% 15.68%
2013 Fundo 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.05% 4.02% 5.59% 5.69% 0.73% -1.54% 15.19%
Ibov 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% -0.29% 4.61% 3.62% 2.75% -3.62% -1.89% 5.00%
diferença 0.00% 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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