Studio Institucional

Versão Institucional do fundo de ações da casa.

Detalhes:

Tipo de Fundo:

CNPJ do fundo: 11.225.767/0001-35

Posição no ranking da categoria: 71º colocado

Gráfico de Retorno

Indicadores Quantitativos

Levando em conta o último mês "fechado".

Retorno Anualizado
12 meses: 5.8%24 meses: 9.5%36 meses: 8.3%48 meses: 6.2%
Volatilidade
12 meses: 21.1%24 meses: 19.9%36 meses: 19.1%
Retorno ajustado a risco
Sharpe 12 meses: -0.353Sortino 12 meses: -0.529Calmar 12 meses: 0Sharpe 36 meses: -0.197

Retornos Mensais

    JAN FEV MAR ABR MAI JUN JUL AGO SET OUT NOV DEZ ANUAL
Ano Nome                          
2026 Fundo 6.07% 1.46% -3.59% -0.54% -7.68% 0.78% -0.42% -0.37% 6.17% 0.00% 0.00% 0.00% 1.14%
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 -7.17% -2.76% -3.12% -2.08% -1.62% 0.86% -3.95% -0.23% 2.48% 0.00% 0.00% 0.00% -18.89%
2025 Fundo 6.31% -2.38% 3.74% 12.11% 5.45% 1.10% -8.08% 10.12% 4.70% 0.06% 7.18% -2.15% 43.09%
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 1.27% 0.05% -2.30% 8.71% 3.83% -1.44% -3.68% 3.48% 1.28% -1.22% 0.69% -3.28% 8.44%
2024 Fundo -3.76% 0.20% 1.27% -7.95% -2.19% 0.27% 4.91% 4.94% -4.41% -1.42% -8.46% -6.94% -22.08%
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 -0.03% -1.58% 2.01% -7.21% 1.24% -1.18% 1.87% -1.96% -1.26% 0.27% -6.23% -2.60% -14.87%
2023 Fundo 2.52% -7.64% -6.12% 4.68% 8.59% 9.53% 4.09% -4.84% -0.64% -5.57% 13.80% 5.56% 23.55%
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 -4.51% -1.47% -3.49% 2.96% 2.14% 2.00% 0.78% -0.06% -1.92% -3.70% 5.43% 0.62% -3.02%
2022 Fundo 5.17% 0.50% 6.70% -10.08% -2.58% -10.05% 7.66% 7.56% 0.69% 7.81% -11.61% -5.68% -6.88%
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 -2.88% -0.35% 2.65% -2.45% -6.24% -1.60% 3.13% 0.99% 0.32% 1.86% -11.10% -3.26% -21.19%
2021 Fundo -0.76% -4.51% 2.78% 2.62% 7.72% 2.61% -3.11% -2.26% -6.10% -13.50% -3.61% 0.46% -17.71%
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 1.39% 0.65% -3.51% 2.19% 1.73% 2.45% 2.41% 0.33% -3.21% -5.82% -3.54% -1.27% -5.93%
2020 Fundo -1.13% -8.15% -31.37% 11.32% 5.69% 9.41% 9.42% -1.58% -3.76% -0.77% 11.58% 6.03% -2.38%
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 3.55% -7.38% -0.30% 4.46% -4.89% -1.81% 1.05% 2.03% 0.49% 0.87% -1.62% -1.68% -5.16%
2019 Fundo 9.32% -2.31% -0.45% 1.26% 3.78% 4.56% 0.39% 2.51% 2.06% 2.23% 1.31% 9.08% 38.61%
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 -0.05% -0.03% -0.76% 0.14% 2.23% 2.48% 0.88% 2.89% -1.42% 0.03% 1.19% 3.57% 14.15%
2018 Fundo 8.95% 0.69% -0.16% -0.79% -10.73% -5.01% 6.98% -3.86% 1.70% 10.99% 5.38% 2.45% 15.48%
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 -0.24% 3.11% -0.07% -2.42% -1.38% 0.72% -1.84% -0.82% -1.80% 1.66% 6.81% 4.14% 8.52%
2017 Fundo 6.52% 3.38% -1.58% 0.39% -4.95% 2.64% 4.72% 4.41% 4.56% -0.30% -2.86% 4.77% 23.14%
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 -1.25% -0.01% 1.58% 3.32% 1.25% 2.03% 0.14% -2.95% -0.08% -0.56% 0.44% -1.60% 3.38%
2016 Fundo -0.03% 3.65% 6.07% 3.91% -2.48% 5.31% 9.65% -0.99% -1.23% 7.64% -6.51% -1.45% 24.73%
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 3.54% -2.63% -8.62% -4.66% 6.74% -0.81% -1.94% -1.44% -2.06% -3.06% -2.65% 1.48% -18.83%
2015 Fundo -3.78% 7.13% 2.88% 3.46% -1.00% -0.08% -0.31% -3.67% -1.27% 3.58% 1.33% -2.20% 5.62%
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 -0.29% -1.37% 3.90% -3.99% 7.03% -1.60% 5.21% 4.49% 3.45% -2.80% 7.13% 0.82% 22.09%
2014 Fundo -6.57% -0.86% 2.88% -0.10% -0.11% 1.26% 1.46% 5.36% -10.01% 0.12% 2.93% -4.80% -9.12%
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 -1.23% -0.04% -5.18% -2.77% 3.00% -3.86% -1.63% -4.51% 1.80% -0.53% 7.64% 2.54% -3.30%
2013 Fundo 0.69% 1.59% -0.49% 1.47% -1.14% -5.70% 2.51% 2.24% 3.34% 4.54% 0.21% -1.85% 7.24%
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 3.24% 6.03% 1.36% 2.11% -0.07% 5.65% 1.53% -2.36% -0.28% 1.79% 3.83% 0.04% 22.54%
2012 Fundo 4.87% 6.14% 0.43% -0.44% -4.22% 0.55% 1.05% 2.94% 2.61% -0.93% 1.42% 2.98% 18.37%
Ibov 8.22% 4.55% -1.30% -3.73% -12.97% 0.12% 6.74% 1.91% 3.51% -4.14% 3.33% 5.66% 10.39%
diferença -3.35% 1.59% 1.73% 3.29% 8.75% 0.44% -5.70% 1.03% -0.89% 3.21% -1.92% -2.68% 7.98%

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.

Beatriz Fortunato no Clube Exame Invest #37

Ilustração do video

Publicado em 07/07/2022

Com um cenário macro internacional e local desafiador, como pensar e organizar o micro para investir o seu dinheiro? Para ajudar a responder essa pergunta, Daniel Cunha e Bruno Lima recebem Beatriz Fortunato, sócia-fundadora da Studio Investimentos. Excelente video para conhecer mais sobre a gestora e a “casa” que ela fundou.

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