Studio Institucional

Detalhes:

Tipo de Fundo:

CNPJ do fundo: 11.225.767/0001-35

Posição no ranking da categoria: 80º colocado

Gráfico de Retorno

Indicadores Quantitativos

Levando em conta o último mês "fechado".

Retorno Anualizado
12 meses: -26.4%24 meses: -6.5%36 meses: -3.2%48 meses: 5.4%
Volatilidade
12 meses: 27.1%24 meses: 24.2%36 meses: 31.7%
Retorno ajustado a risco
Sharpe 12 meses: -1.179Sortino 12 meses: -1.902Calmar 12 meses: -1.018Sharpe 36 meses: -0.249

Retornos Mensais

  JANFEVMARABRMAIJUNJULAGOSETOUTNOVDEZANUAL
AnoNome             
2022Fundo5.17%0.50%6.70%-10.08%-2.58%-10.05%7.66%0.00%0.00%0.00%0.00%0.00%-4.33%
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-1.95%-0.35%0.54%0.48%-6.24%1.32%3.13%0.00%0.00%0.00%0.00%0.00%-2.84%
2021Fundo-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-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%
diferença2.81%-0.02%-3.51%0.68%1.73%2.15%0.75%0.33%0.55%-7.10%-2.27%-2.03%-5.63%
2020Fundo-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-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%
diferença0.97%-0.53%-0.30%-0.01%-3.30%0.53%1.05%2.03%1.10%-0.34%-4.24%-3.16%-5.46%
2019Fundo9.32%-2.31%-0.45%1.26%3.78%4.56%0.39%2.51%2.06%2.23%1.31%9.08%38.61%
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%
diferença-1.79%-0.03%-0.41%0.09%3.01%0.80%-0.50%2.89%-1.42%0.03%0.22%2.49%7.13%
2018Fundo8.95%0.69%-0.16%-0.79%-10.73%-5.01%6.98%-3.86%1.70%10.99%5.38%2.45%15.48%
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-2.13%0.08%-0.07%-1.70%0.22%0.02%-1.69%-0.82%-1.66%1.24%2.66%4.50%0.88%
2017Fundo6.52%3.38%-1.58%0.39%-4.95%2.64%4.72%4.41%4.56%-0.30%-2.86%4.77%23.14%
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-0.60%-0.01%1.08%-0.26%-0.78%2.03%0.14%-2.95%-0.08%-0.56%0.44%-1.60%-3.61%
2016Fundo-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-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%
diferença6.95%-2.12%-11.27%-3.31%7.36%-0.81%-1.94%-1.44%-2.36%-3.57%-1.90%1.48%-13.51%
2015Fundo-3.78%7.13%2.88%3.46%-1.00%0.21%-0.31%-3.67%-1.27%3.58%1.33%-2.20%5.93%
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%
diferença2.26%-2.51%3.90%-6.89%4.99%-0.01%3.75%4.49%2.95%1.34%2.91%1.39%19.13%
2014Fundo-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-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%
diferença0.95%-0.04%-3.66%-2.55%0.51%-2.16%-3.65%-4.51%1.80%-0.53%2.61%3.87%-5.74%
2013Fundo0.69%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-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%
diferença2.37%5.93%1.36%2.65%2.53%5.65%0.75%-2.36%-0.28%1.79%2.90%0.18%23.07%
2012Fundo4.87%6.14%0.43%-0.44%-4.22%0.55%1.05%2.94%2.61%-0.93%1.42%2.98%18.37%
Ibov9.01%4.13%-1.30%-4.84%-12.84%0.79%3.14%1.91%3.56%-3.63%0.82%5.65%4.66%
diferença-4.15%2.01%1.73%4.39%8.62%-0.24%-2.10%1.03%-0.95%2.70%0.60%-2.66%13.71%

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