STK Long Only

O objetivo do STK Long Only FIA é gerar consistentes rendimentos reais superiores ao rendimento do Ibovespa Fechamento, no longo prazo.

O processo de investimento é baseado em profunda análise de cada caso de investimento, mantendo apenas posições compradas em empresas. O intervalo típico de exposição líquida do fundo é de 67% a 100%.

Detalhes:

Tipo de Fundo:

Gestora: STK Capital

CNPJ do fundo: 17.164.804/0001-29

Posição no ranking da categoria: 40º colocado

Gráfico de Retorno

Indicadores Quantitativos

Levando em conta o último mês "fechado".

Retorno Anualizado
12 meses: 32.7%24 meses: 18.9%36 meses: 17.4%48 meses: 10.9%
Volatilidade
12 meses: 15.6%24 meses: 14.9%36 meses: 15%
Retorno ajustado a risco
Sharpe 12 meses: 0.964Sortino 12 meses: 1.415Calmar 12 meses: 2.287Sharpe 36 meses: 0.298

Retornos Mensais

  JANFEVMARABRMAIJUNJULAGOSETOUTNOVDEZANUAL
AnoNome             
2026Fundo4.07%0.49%-2.86%4.68%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%6.35%
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-9.17%-3.73%-2.38%3.14%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%-12.92%
2025Fundo4.81%-3.74%-0.84%6.21%4.55%1.69%-2.06%5.53%4.37%2.79%5.62%-0.23%31.98%
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%
diferença-0.22%-1.31%-6.88%2.81%2.93%-0.85%2.33%-1.11%0.95%0.58%-0.87%-1.36%-3.92%
2024Fundo-3.14%1.87%-0.05%-7.67%-1.67%3.95%2.24%4.16%-2.18%0.70%-0.95%-2.65%-5.84%
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%
diferença0.60%0.09%0.68%-6.93%1.76%2.50%-0.80%-2.74%0.96%2.39%1.28%1.69%1.37%
2023Fundo3.35%-6.39%-4.35%2.84%6.49%8.20%3.94%-4.78%-1.16%-5.97%10.44%6.47%18.59%
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-3.67%-0.22%-1.72%1.12%0.04%0.68%0.63%0.00%-2.44%-4.09%2.07%1.53%-7.97%
2022Fundo3.52%-2.81%2.38%-11.48%-0.64%-10.37%6.99%4.67%-0.56%9.78%-6.13%-4.23%-10.75%
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-4.54%-3.66%-1.67%-3.84%-4.29%-1.92%2.46%-1.90%-0.94%3.84%-5.61%-1.81%-25.06%
2021Fundo-2.37%-2.68%0.33%1.10%5.63%0.43%-3.94%-3.02%-8.03%-8.33%-4.12%1.65%-21.75%
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%
diferença-0.23%2.48%-5.76%0.80%-0.36%0.27%1.58%-0.44%-5.15%-0.66%-4.05%-0.09%-9.70%
2020Fundo1.07%-5.53%-29.77%15.06%8.47%12.29%6.56%-0.15%-3.08%2.56%8.35%6.89%15.12%
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%
diferença5.75%-4.76%1.30%8.20%-2.11%1.07%-1.81%3.47%1.17%4.20%-4.85%-1.66%11.54%
2019Fundo9.88%-2.15%0.01%1.12%2.52%4.63%2.50%2.09%2.53%2.84%1.16%8.94%41.83%
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%
diferença0.52%-1.62%-2.59%0.00%0.88%2.55%2.99%2.47%-0.95%0.64%1.04%3.42%12.13%
2018Fundo9.13%0.45%-1.78%-2.85%-11.59%-3.14%7.90%-4.16%2.89%16.47%4.42%-0.30%15.54%
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%
diferença2.35%2.76%-1.46%-4.48%-2.24%2.58%-0.92%-1.11%-0.61%7.14%5.85%1.39%11.07%
2017Fundo3.82%3.47%-0.84%1.20%-3.91%1.91%3.68%7.52%5.67%-0.41%-2.75%5.12%26.61%
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-3.95%0.09%2.32%4.12%2.29%0.83%-0.90%0.16%0.68%-0.24%4.37%-0.45%12.02%
2016Fundo-1.21%1.60%6.44%4.64%-3.60%1.85%8.78%0.72%-0.84%6.88%-5.67%-0.84%19.20%
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%
diferença2.36%-4.68%-8.25%-3.93%5.61%-4.28%-2.80%0.27%-1.67%-3.82%-1.81%2.09%-24.36%
2015Fundo-4.29%6.38%1.15%3.80%-3.54%1.84%-1.33%-5.86%-0.65%1.01%1.26%-1.96%-2.82%
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-0.80%-2.13%2.17%-3.65%4.49%0.31%4.20%2.30%1.28%-5.36%7.06%1.06%11.20%
2014Fundo-6.94%1.30%4.86%0.00%1.33%2.31%0.05%6.75%-10.42%2.19%1.92%-4.87%-2.86%
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-1.60%2.12%-3.20%-2.67%4.43%-2.81%-3.04%-3.12%1.39%1.55%6.63%2.47%2.97%
2013Fundo1.19%-0.87%-0.07%0.05%-0.12%-6.67%0.80%0.42%3.67%2.67%-0.04%-1.05%-0.38%
Ibov-2.55%-4.45%-1.85%-0.64%-1.07%-11.34%0.99%4.61%3.62%2.75%-3.62%-1.89%-15.30%
diferença3.74%3.57%1.79%0.69%0.95%4.67%-0.19%-4.19%0.05%-0.08%3.58%0.84%14.93%
2012Fundo0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.72%0.72%
Ibov0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%-0.03%-0.03%
diferença0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.75%0.75%

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.

Bate-papo com Antenor

Ilustração do video

Publicado em 09/12/2021

Entrevista com Antenor Fernandes, CEO e acionista majoritário da STK Capital. Bom video para entender um pouco mais da história da gestora, do gestor e das estratégias do fundo.

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Nomes Alternativos / Espelhos ou fundos com altíssima correlação:

  • STK LONG ONLY FUNDO DE INVESTIMENTO EM AÇÕES

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