Sparta Cíclico

O Sparta Cíclico é um fundo multimercado com perfil agressivo e que busca altas rentabilidades com exposição em commodities, ações, moedas e juros.

Com mais de 10 anos de histórico, já acumulou diversos prêmios nacionais e internacionais, incluindo o fundo Global Macro com o maior retorno do mundo em 36 meses segundo a BarclayHedge.

Detalhes:

CNPJ do fundo: 07.552.643/0001-97

Posição no ranking da categoria: 42º colocado

Gráfico de Retorno

Indicadores Quantitativos

Levando em conta o último mês "fechado".

Retorno Anualizado
12 meses: -6.5%24 meses: -5.8%36 meses: -3.2%48 meses: 2%
Volatilidade
12 meses: 30.2%24 meses: 25.2%36 meses: 21.7%
Retorno ajustado a risco
Sharpe 12 meses: -0.59Sortino 12 meses: -0.749Calmar 12 meses: -8.076Sharpe 36 meses: -0.64

Retornos Mensais

    JAN FEV MAR ABR MAI JUN JUL AGO SET OUT NOV DEZ ANUAL
Ano Nome                          
2026 Fundo 2.50% 6.56% -5.18% 3.65% -10.91% -6.52% -0.97% 1.79% 4.49% 0.00% 0.00% 0.00% -5.84%
IMA-B 1.26% 1.83% 0.06% 1.55% 0.50% -1.10% 0.58% 1.73% 3.41% 0.00% 0.00% 0.00% 10.19%
diferença 1.24% 4.73% -5.24% 2.10% -11.40% -5.42% -1.55% 0.06% 1.07% 0.00% 0.00% 0.00% -16.03%
2025 Fundo 1.54% -2.45% 3.35% 7.33% -0.00% -1.22% -8.82% 0.66% -2.21% -0.86% 3.04% -2.26% -2.75%
IMA-B 0.60% 0.56% 1.62% 2.14% 1.63% 1.50% -1.07% 1.14% 0.34% 0.96% 2.25% 0.08% 12.34%
diferença 0.94% -3.01% 1.73% 5.20% -1.63% -2.73% -7.74% -0.49% -2.55% -1.82% 0.79% -2.34% -15.09%
2024 Fundo 1.34% 5.29% 1.60% -2.42% -6.83% -1.70% 2.71% 4.95% -3.96% -1.69% 1.11% -2.10% -2.38%
IMA-B -0.15% 0.50% 0.00% -1.47% 1.06% -0.81% 1.84% 0.68% -0.44% -0.96% 0.04% -2.25% -2.02%
diferença 1.50% 4.79% 1.60% -0.95% -7.88% -0.89% 0.87% 4.27% -3.52% -0.73% 1.07% 0.15% -0.36%
2023 Fundo 3.43% -3.22% -0.22% 1.46% 1.12% 7.86% 0.58% -5.67% 9.27% -1.70% -1.54% 4.61% 16.00%
IMA-B 0.49% 1.03% 2.92% 2.03% 2.52% 2.18% 0.89% -0.20% -1.20% -0.57% 2.44% 2.62% 16.13%
diferença 2.93% -4.25% -3.15% -0.57% -1.40% 5.68% -0.31% -5.47% 10.47% -1.13% -3.98% 1.99% -0.13%
2022 Fundo 8.61% 0.35% -0.52% -2.84% 5.50% -11.41% 6.31% 2.90% -3.73% 9.61% -2.82% -4.47% 5.52%
IMA-B -0.69% 0.54% 3.07% 0.83% 0.96% 0.75% -1.26% 1.26% 1.47% 1.39% -0.93% -0.49% 7.06%
diferença 9.30% -0.19% -3.59% -3.67% 4.54% -12.16% 7.57% 1.63% -5.20% 8.22% -1.89% -3.98% -1.54%
2021 Fundo -2.18% 1.75% 8.30% 7.25% 5.83% 2.05% -3.52% -0.99% 2.20% -3.68% -1.65% 9.23% 26.15%
IMA-B -0.85% -1.52% -0.46% 0.65% 1.06% 0.42% -0.37% -1.09% -0.13% -2.54% 3.47% 0.18% -1.31%
diferença -1.33% 3.27% 8.77% 6.60% 4.77% 1.63% -3.14% 0.10% 2.34% -1.13% -5.12% 9.06% 27.46%
2020 Fundo 0.61% -0.67% -33.08% 16.64% 11.40% 5.43% 1.91% 3.05% -4.72% -3.97% 7.11% 3.05% -2.84%
IMA-B 0.26% 0.45% -6.97% 1.31% 1.52% 2.05% 4.39% -1.80% -1.51% 0.21% 2.00% 4.85% 6.41%
diferença 0.35% -1.12% -26.11% 15.33% 9.88% 3.38% -2.48% 4.84% -3.21% -4.19% 5.11% -1.80% -9.25%
2019 Fundo 5.51% -0.54% 0.30% -2.73% 3.21% 0.38% 2.02% -3.33% -1.88% -0.47% -0.28% 6.42% 8.43%
IMA-B 4.37% 0.55% 0.58% 1.51% 3.66% 3.73% 1.29% -0.40% 2.86% 3.36% -2.45% 2.01% 22.95%
diferença 1.15% -1.09% -0.28% -4.24% -0.46% -3.35% 0.74% -2.93% -4.74% -3.83% 2.18% 4.42% -14.52%
2018 Fundo -5.81% -2.88% -2.79% -6.29% -0.45% -0.32% -6.31% -5.16% -3.47% 29.19% -3.27% 1.46% -10.07%
IMA-B 3.40% 0.55% 0.94% -0.14% -3.16% -0.32% 2.32% -0.45% -0.15% 7.14% 0.90% 1.65% 13.06%
diferença -9.21% -3.43% -3.73% -6.15% 2.70% -0.00% -8.62% -4.71% -3.32% 22.05% -4.17% -0.19% -23.13%
2017 Fundo 3.67% 1.07% -0.27% -0.75% -4.12% -6.40% 3.97% -1.17% -5.60% 3.15% -0.63% 3.25% -4.45%
IMA-B 1.87% 3.85% 1.04% -0.32% -1.19% 0.16% 4.00% 1.34% 1.81% -0.38% -0.76% 0.83% 12.79%
diferença 1.81% -2.78% -1.31% -0.42% -2.93% -6.56% -0.02% -2.52% -7.41% 3.53% 0.13% 2.42% -17.25%
2016 Fundo -3.15% 4.19% 11.88% -0.13% 4.66% -0.83% -6.46% 11.19% 2.74% 3.92% -2.18% 1.53% 29.07%
IMA-B 1.91% 2.26% 5.31% 3.93% -0.10% 1.93% 2.51% 0.89% 1.57% 0.64% -1.22% 2.91% 24.81%
diferença -5.06% 1.93% 6.57% -4.05% 4.75% -2.76% -8.97% 10.31% 1.17% 3.28% -0.96% -1.37% 4.26%
2015 Fundo 0.73% 4.82% 10.10% -0.14% 5.95% -18.46% 4.94% -0.25% 10.78% 6.52% 2.37% -2.23% 24.01%
IMA-B 3.12% 0.54% -0.28% 2.44% 2.57% -0.27% -0.73% -3.11% -0.68% 2.58% 1.03% 1.52% 8.88%
diferença -2.38% 4.28% 10.38% -2.57% 3.38% -18.19% 5.66% 2.87% 11.47% 3.94% 1.34% -3.75% 15.13%
2014 Fundo -4.12% -10.55% -1.75% -0.67% 7.62% 11.13% 8.76% 8.58% 8.02% -9.17% 3.46% -4.28% 14.83%
IMA-B -2.55% 4.44% 0.71% 2.42% 4.27% 0.06% 1.13% 4.82% -3.53% 2.08% 2.14% -1.91% 14.54%
diferença -1.57% -14.99% -2.46% -3.09% 3.35% 11.07% 7.63% 3.76% 11.55% -11.25% 1.31% -2.38% 0.29%
2013 Fundo -6.68% 0.79% 7.49% 1.88% -1.42% 0.19% 5.85% -8.02% 5.34% 4.29% -1.60% -1.56% 5.40%
IMA-B 0.54% -0.88% -1.88% 1.58% -4.52% -2.79% 1.29% -2.61% 0.39% 0.91% -3.59% 1.31% -10.02%
diferença -7.22% 1.67% 9.37% 0.29% 3.10% 2.98% 4.56% -5.40% 4.95% 3.38% 1.99% -2.87% 15.42%
2012 Fundo 9.54% 1.51% 1.04% 1.76% -9.36% -4.79% 0.53% 11.45% -0.67% 2.66% -1.64% 1.40% 12.42%
IMA-B 1.34% 2.17% 1.91% 4.42% 1.97% -0.50% 2.88% 1.81% 1.43% 3.80% 0.53% 1.92% 26.31%
diferença 8.20% -0.66% -0.87% -2.66% -11.33% -4.29% -2.35% 9.64% -2.11% -1.13% -2.17% -0.52% -13.88%

Videos sobre o fundo

A ideia é trazer video mais "perenes", que te permitam conhecer o gestor e o fundo. Evitamos videos que sejam muito focados no posicionamento momentâneo da carteira.

Sparta Cíclico 1º Trimestre 2022

Ilustração do video

Publicado em 19/04/2022

Nesse vídeo, Natália Coura (comercial) conversa com Victor Nehmi (gestor) sobre os resultados do Sparta Cíclico referente ao 1º trimestre de 2022.

Podcasts

Outros conteúdos


Nomes Alternativos / Espelhos ou fundos com altíssima correlação:

  • SPARTA CÍCLICO FUNDO DE INVESTIMENTO MULTIMERCADO

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