Sharp Equity Value

Detalhes:

Tipo de Fundo:

Gestora: Sharp Capital

CNPJ do fundo: 12.565.159/0001-32

Posição no ranking da categoria: 55º colocado

Gráfico de Retorno

Indicadores Quantitativos

Levando em conta o último mês "fechado".

Retorno Anualizado
12 meses: 10.2%24 meses: 6.7%36 meses: -3.3%48 meses: 4.9%
Volatilidade
12 meses: 14.6%24 meses: 17.3%36 meses: 18.3%
Retorno ajustado a risco
Sharpe 12 meses: -0.106Sortino 12 meses: -0.178Calmar 12 meses: -0.09Sharpe 36 meses: -0.692

Retornos Mensais

  JANFEVMARABRMAIJUNJULAGOSETOUTNOVDEZANUAL
AnoNome             
2024Fundo-3.10%1.96%1.70%-5.82%-1.14%0.00%0.00%0.00%0.00%0.00%0.00%0.00%-6.43%
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%
diferença1.84%0.92%2.44%-4.25%1.90%0.00%0.00%0.00%0.00%0.00%0.00%0.00%2.56%
2023Fundo4.76%-7.99%-3.83%3.12%4.11%9.28%3.66%-4.46%-0.34%-5.05%10.41%4.45%17.54%
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%
diferença1.09%-0.08%-1.20%0.68%0.21%0.38%0.35%0.32%-1.09%-1.93%-2.32%-1.07%-5.53%
2022Fundo3.23%-0.01%1.15%-6.68%-0.60%-9.36%9.03%4.77%0.75%8.56%-5.79%-2.38%0.88%
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-3.89%-0.86%-5.00%3.87%-4.25%2.00%4.51%-1.81%0.16%3.22%-2.60%0.04%-4.23%
2021Fundo0.66%-2.57%-1.98%3.59%-0.05%1.34%-3.90%0.90%-4.93%-9.83%-4.10%0.35%-19.30%
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%
diferença4.97%1.93%-8.07%1.47%-6.03%0.88%-0.04%3.49%1.73%-3.43%-2.77%-2.14%-6.53%
2020Fundo4.56%-4.74%-29.63%14.06%7.90%11.35%9.65%-0.59%-2.82%-1.00%9.91%5.94%17.28%
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%
diferença6.65%2.88%1.43%2.73%-1.09%2.47%1.28%3.03%2.04%-0.57%-5.91%-4.11%13.40%
2019Fundo8.72%-0.51%0.64%2.19%4.10%3.33%4.02%3.02%1.52%0.34%2.74%6.62%43.08%
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-2.39%-0.34%2.81%1.02%3.33%-0.43%3.13%3.39%-1.96%-1.86%1.66%0.03%11.60%
2018Fundo6.36%0.11%0.66%-0.91%-4.81%-2.92%4.44%-3.14%-0.15%11.81%4.08%2.60%18.36%
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-4.72%-0.50%0.75%-1.82%6.15%2.10%-4.23%-0.09%-3.51%2.06%1.35%4.65%3.76%
2017Fundo5.33%1.93%0.94%1.03%-0.43%1.98%3.88%4.18%1.64%-0.17%-1.85%2.80%23.17%
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-1.80%-1.45%3.60%0.38%3.73%1.37%-0.70%-3.18%-2.99%-0.44%1.45%-3.57%-3.58%
2016Fundo-1.05%2.17%8.20%3.91%0.19%4.26%6.20%-0.64%-0.30%5.00%-5.25%0.94%25.44%
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%
diferença5.93%-3.59%-9.15%-3.30%10.03%-1.87%-5.38%-1.09%-1.43%-6.21%-0.64%3.87%-12.80%
2015Fundo-5.15%4.73%1.57%3.75%-2.65%2.06%-0.97%-3.78%-3.21%2.08%0.81%-1.68%-2.94%
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%
diferença0.89%-4.91%2.59%-6.60%3.34%1.85%3.09%4.38%1.00%-0.16%2.39%1.92%10.27%
2014Fundo-4.89%0.01%4.89%1.99%1.99%3.71%0.92%4.47%-5.60%2.44%3.93%-2.63%11.06%
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%
diferença2.64%0.82%-1.65%-0.45%2.61%0.29%-4.19%-5.40%6.22%1.79%3.61%6.05%14.44%
2013Fundo0.60%2.19%-0.70%1.38%0.51%-6.54%1.19%3.93%5.15%5.13%0.44%-0.88%12.51%
Ibov-1.68%-4.34%-1.85%-1.18%-3.67%-11.34%1.76%4.61%3.62%2.75%-2.69%-2.03%-15.83%
diferença2.28%6.53%1.16%2.56%4.18%4.80%-0.58%-0.68%1.53%2.38%3.13%1.14%28.34%
2012Fundo5.21%5.74%3.21%-0.28%-3.52%2.09%2.29%0.96%3.59%-0.34%1.85%3.71%27.01%
Ibov9.01%4.13%-1.85%-4.15%-11.99%-0.34%3.14%1.91%3.56%-3.63%0.82%5.65%4.66%
diferença-3.80%1.61%5.07%3.88%8.46%2.43%-0.85%-0.95%0.03%3.29%1.03%-1.94%22.35%

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