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: 23º colocado

Gráfico de Retorno

Indicadores Quantitativos

Levando em conta o último mês "fechado".

Retorno Anualizado
12 meses: 15.5%24 meses: 16%36 meses: 13%48 meses: 11.5%
Volatilidade
12 meses: 17%24 meses: 15.4%36 meses: 15.1%
Retorno ajustado a risco
Sharpe 12 meses: 0.05Sortino 12 meses: 0.078Calmar 12 meses: 0Sharpe 36 meses: 0.034

Retornos Mensais

    JAN FEV MAR ABR MAI JUN JUL AGO SET OUT NOV DEZ ANUAL
Ano Nome                          
2026 Fundo 4.07% 0.49% -2.86% 4.68% -4.41% 0.94% 0.19% -0.46% 4.03% 0.00% 0.00% 0.00% 6.45%
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 -9.17% -3.73% -2.38% 3.14% 1.64% 1.02% -3.34% -0.32% 0.33% 0.00% 0.00% 0.00% -13.58%
2025 Fundo 4.81% -3.74% -0.84% 6.21% 4.55% 1.69% -2.06% 5.53% 4.37% 2.79% 5.62% -0.23% 31.98%
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 -0.22% -1.31% -6.88% 2.81% 2.93% -0.85% 2.33% -1.11% 0.95% 1.52% -0.87% -1.36% -2.67%
2024 Fundo -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%
diferença 0.60% 0.08% 0.68% -6.93% 1.76% 2.50% -0.80% -2.74% 0.96% 2.39% 1.28% 1.69% 1.37%
2023 Fundo 3.35% -6.39% -4.35% 2.84% 6.49% 8.20% 3.94% -4.78% -1.16% -5.97% 10.44% 6.47% 18.59%
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 -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%
2022 Fundo 3.52% -2.81% 2.38% -11.48% -0.64% -10.37% 6.99% 4.67% -0.56% 9.78% -6.13% -4.23% -10.75%
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 -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%
2021 Fundo -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% 6.29% 0.43% 5.99% 0.16% -5.52% -2.59% -2.89% -7.67% -0.07% 1.73% -11.77%
diferença -0.23% 2.48% -5.96% 0.67% -0.36% 0.27% 1.58% -0.44% -5.15% -0.66% -4.05% -0.09% -9.98%
2020 Fundo 1.07% -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% 7.71% 2.78%
diferença 5.75% -4.76% 1.30% 8.20% -2.11% 1.07% -1.81% 3.47% 1.17% 4.20% -4.85% -0.81% 12.34%
2019 Fundo 9.88% -2.15% 0.01% 1.12% 2.52% 4.63% 2.50% 2.09% 2.53% 2.84% 1.16% 8.94% 41.83%
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 0.52% 0.14% -0.30% 0.00% 0.97% 2.55% 2.99% 2.47% -0.95% 0.64% 1.04% 3.42% 17.37%
2018 Fundo 9.13% 0.45% -1.78% -2.85% -11.59% -3.14% 7.90% -4.16% 2.89% 16.47% 4.42% -0.30% 15.54%
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 -0.06% 2.87% -1.69% -4.48% -2.24% 2.58% -0.92% -1.11% -0.61% 7.14% 5.85% 1.39% 8.59%
2017 Fundo 3.82% 3.47% -0.84% 1.20% -3.91% 1.91% 3.68% 7.52% 5.67% -0.41% -2.75% 5.12% 26.61%
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 -3.95% 0.09% 2.32% 4.12% 2.29% 1.30% -0.90% 0.16% 1.03% -0.67% 0.55% -1.25% 6.85%
2016 Fundo -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%
diferença 2.36% -4.68% -8.25% -3.93% 5.61% -4.28% -2.80% 0.27% -1.67% -3.82% -1.81% 2.09% -24.36%
2015 Fundo -4.29% 6.38% 1.15% 3.80% -3.54% 1.34% -1.33% -5.86% -0.65% 1.01% 1.26% -1.96% -3.29%
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 -0.80% -2.13% 2.17% -3.65% 4.49% -0.18% 4.20% 2.30% 4.07% -5.36% 7.06% 1.06% 13.17%
2014 Fundo -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%
2013 Fundo 1.19% -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%
diferença 3.74% 3.57% 1.79% 0.69% 0.95% 4.67% -0.19% -4.19% 0.05% -0.08% 3.58% 0.84% 14.93%
2012 Fundo 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.72% 0.72%
Ibov 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% -0.03% -0.03%
diferença 0.00% 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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