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: 104º colocado

Gráfico de Retorno

Indicadores Quantitativos

Levando em conta o último mês "fechado".

Retorno Anualizado
12 meses: 12.8%24 meses: 0.3%36 meses: -6.1%48 meses: -2.5%
Volatilidade
12 meses: 16.9%24 meses: 19.5%36 meses: 19.7%
Retorno ajustado a risco
Sharpe 12 meses: -0.004Sortino 12 meses: -0.008Calmar 12 meses: -0.004Sharpe 36 meses: -0.736

Retornos Mensais

  JANFEVMARABRMAIJUNJULAGOSETOUTNOVDEZANUAL
AnoNome             
2024Fundo-3.14%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%-3.14%
Ibov-4.94%-0.02%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%-4.95%
diferença1.80%0.02%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%1.82%
2023Fundo3.35%-6.39%-4.35%1.18%8.23%8.20%3.94%-4.78%-1.16%-5.97%10.44%6.47%18.59%
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%
diferença-0.32%1.52%-1.72%-1.27%4.33%-0.70%0.63%0.00%-1.91%-2.85%-2.29%0.95%-4.47%
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%
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-3.60%-3.66%-3.77%-0.92%-4.29%1.00%2.46%-1.90%-1.16%4.44%-2.95%-1.81%-15.86%
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-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%
diferença1.95%1.81%-5.76%-1.02%-0.36%-0.03%-0.08%-0.44%-1.38%-1.94%-2.78%-0.84%-8.99%
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-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%
diferença3.17%2.09%1.30%3.73%-0.52%3.42%-1.81%3.47%1.78%2.99%-7.46%-3.16%11.24%
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%
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-1.23%-1.98%2.17%-0.04%1.76%0.87%1.60%2.47%-0.95%0.64%0.08%2.34%10.35%
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%
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-1.95%-0.16%-1.69%-3.76%-0.64%1.88%-0.77%-1.11%-0.47%6.72%1.70%1.75%0.94%
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%
Ibov7.13%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-3.30%0.09%1.82%0.55%0.25%1.30%-0.90%0.16%1.03%-0.67%0.55%-1.25%-0.14%
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-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%
diferença5.77%-4.17%-10.91%-2.57%6.24%-4.28%-2.80%0.27%-1.97%-4.33%-1.06%2.09%-19.03%
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-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%
diferença1.75%-3.27%2.17%-6.55%2.45%1.62%2.73%2.30%3.56%-1.22%2.84%1.63%10.38%
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-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%
diferença0.59%2.12%-1.67%-2.44%1.94%-1.11%-5.06%-3.12%1.39%1.55%1.60%3.80%0.53%
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-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%
diferença2.87%3.47%1.79%1.23%3.55%4.67%-0.96%-4.19%0.05%-0.08%2.66%0.98%15.45%
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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