SPX Apache

Detalhes:

Tipo de Fundo:

Gestora: SPX Capital

CNPJ do fundo: 16.565.056/0001-23

Posição no ranking da categoria: 72º colocado

Gráfico de Retorno

Indicadores Quantitativos

Levando em conta o último mês "fechado".

Retorno Anualizado
12 meses: -16.8%24 meses: 0%36 meses: -0.1%48 meses: 5.7%
Volatilidade
12 meses: 21.6%24 meses: 20.1%36 meses: 28.4%
Retorno ajustado a risco
Sharpe 12 meses: -1.082Sortino 12 meses: -1.629Calmar 12 meses: -0.743Sharpe 36 meses: -0.177

Retornos Mensais

  JANFEVMARABRMAIJUNJULAGOSETOUTNOVDEZANUAL
AnoNome             
2022Fundo4.92%-3.07%5.96%-7.93%2.24%-10.13%6.11%0.00%0.00%0.00%0.00%0.00%-3.26%
Ibov7.12%0.85%6.15%-10.55%3.66%-11.36%4.53%0.00%0.00%0.00%0.00%0.00%-1.49%
diferença-2.20%-3.92%-0.19%2.63%-1.41%1.23%1.58%0.00%0.00%0.00%0.00%0.00%-1.78%
2021Fundo-1.94%-0.75%6.00%4.03%5.91%1.51%-4.71%-3.18%-5.73%-8.59%-1.76%4.92%-5.46%
Ibov-3.57%-4.50%6.29%1.94%5.99%0.46%-3.86%-2.59%-6.65%-6.39%-1.33%2.49%-12.08%
diferença1.62%3.75%-0.29%2.09%-0.08%1.05%-0.85%-0.59%0.93%-2.20%-0.43%2.43%6.62%
2020Fundo0.89%-7.84%-28.44%8.05%5.40%6.79%7.99%-2.91%-4.52%-3.45%12.89%9.60%-3.23%
Ibov-2.09%-7.62%-31.06%11.33%8.99%8.88%8.37%-3.62%-4.86%-0.43%15.82%9.19%3.07%
diferença2.99%-0.22%2.62%-3.29%-3.59%-2.08%-0.38%0.70%0.34%-3.02%-2.92%0.41%-6.31%
2019Fundo11.24%-1.90%-0.75%0.38%1.62%4.09%-0.76%0.07%1.39%2.44%0.52%8.70%29.58%
Ibov11.11%-2.29%-0.04%1.17%0.76%3.76%0.90%-0.38%3.48%2.20%1.09%6.59%31.48%
diferença0.13%0.38%-0.71%-0.79%0.85%0.33%-1.66%0.44%-2.09%0.24%-0.57%2.11%-1.90%
2018Fundo9.02%0.24%4.17%0.81%-10.48%-4.03%5.89%-1.83%2.06%7.03%3.71%-0.38%15.68%
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-2.06%-0.37%4.25%-0.10%0.47%1.00%-2.78%1.22%-1.30%-2.72%0.98%1.67%1.07%
2017Fundo8.57%3.68%-1.53%0.51%-3.94%0.55%5.46%6.25%5.50%0.18%-2.78%5.95%31.29%
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%
diferença1.44%0.30%1.14%-0.14%0.23%-0.06%0.89%-1.11%0.87%-0.09%0.52%-0.42%4.54%
2016Fundo-2.84%4.80%9.86%7.58%-3.67%6.44%12.29%3.54%-0.86%9.92%-8.67%-0.87%41.51%
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%
diferença4.14%-0.97%-7.49%0.36%6.16%0.31%0.71%3.09%-1.99%-1.29%-4.06%2.06%3.27%
2015Fundo-8.43%9.52%-0.67%6.70%-4.51%-0.16%-1.91%-5.96%-0.49%1.59%1.25%-1.64%-5.89%
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%
diferença-2.40%-0.13%0.35%-3.64%1.48%-0.37%2.16%2.20%3.72%-0.65%2.82%1.96%7.31%
2014Fundo-4.58%0.05%4.08%3.24%-1.73%1.95%2.17%7.97%-10.16%2.55%1.35%-6.32%-0.83%
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%
diferença2.94%0.87%-2.45%0.79%-1.12%-1.47%-2.94%-1.90%1.66%1.91%1.03%2.35%2.55%
2013Fundo2.09%-0.93%0.00%1.01%0.80%-4.87%1.14%0.62%2.44%3.44%-0.95%-2.15%2.39%
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%
diferença3.77%3.42%1.86%2.19%4.47%6.47%-0.63%-3.99%-1.18%0.69%1.75%-0.12%18.22%
2012Fundo0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%-0.13%1.56%5.13%6.63%
Ibov0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%-4.60%0.82%5.65%1.62%
diferença0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%4.46%0.74%-0.52%5.01%

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