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: 70º colocado

Gráfico de Retorno

Indicadores Quantitativos

Levando em conta o último mês "fechado".

Retorno Anualizado
12 meses: 8.6%24 meses: 9.9%36 meses: 6.3%48 meses: 8.1%
Volatilidade
12 meses: 20.6%24 meses: 19.4%36 meses: 19%
Retorno ajustado a risco
Sharpe 12 meses: -0.256Sortino 12 meses: -0.372Calmar 12 meses: -0.804Sharpe 36 meses: -0.289

Retornos Mensais

  JANFEVMARABRMAIJUNJULAGOSETOUTNOVDEZANUAL
AnoNome             
2026Fundo6.07%1.46%-3.59%-0.54%-7.68%0.78%0.00%0.00%0.00%0.00%0.00%0.00%-3.99%
Ibov13.24%4.22%-0.48%1.54%-6.06%-0.08%0.00%0.00%0.00%0.00%0.00%0.00%11.95%
diferença-7.17%-2.76%-3.12%-2.08%-1.62%0.86%0.00%0.00%0.00%0.00%0.00%0.00%-15.94%
2025Fundo6.31%-2.38%3.74%12.11%5.45%1.10%-8.08%10.12%4.70%0.06%7.18%-2.15%43.09%
Ibov5.04%-2.43%6.04%3.40%1.62%2.54%-4.39%6.64%3.42%1.28%6.48%1.13%34.65%
diferença1.27%0.05%-2.30%8.71%3.83%-1.44%-3.68%3.48%1.28%-1.22%0.69%-3.28%8.44%
2024Fundo-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%
2023Fundo2.52%-7.64%-6.12%4.68%8.59%9.53%4.09%-4.84%-0.64%-5.57%13.80%5.56%23.55%
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-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%
2022Fundo5.17%0.50%6.70%-10.08%-2.58%-10.05%7.66%7.56%0.69%7.81%-11.61%-5.68%-6.88%
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-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%
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-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%
diferença1.39%0.65%-3.51%2.19%1.73%2.45%2.41%0.33%-3.21%-5.82%-3.54%-1.27%-5.93%
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-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%
diferença3.55%-7.38%-0.30%4.46%-4.89%-1.81%1.05%2.03%0.49%0.87%-1.62%-1.68%-5.16%
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%
Ibov9.37%-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%
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%
Ibov9.19%-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%
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%
Ibov7.77%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%
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-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%
diferença3.54%-2.63%-8.62%-4.66%6.74%-0.81%-1.94%-1.44%-2.06%-3.06%-2.65%1.48%-18.83%
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-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%-1.31%5.21%4.49%3.45%-2.80%7.13%0.82%22.39%
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-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%
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-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%
diferença3.24%6.03%1.36%2.11%-0.07%5.65%1.53%-2.36%-0.28%1.79%3.83%0.04%22.54%
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%
Ibov8.22%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.

Podcasts

Outros conteúdos


Nomes Alternativos / Espelhos ou fundos com altíssima correlação:

  • STUDIO INSTITUCIONAL FIC FIA

Studio Institucional vale a pena?

Todo fundo de investimentos apresenta riscos. O importante é estudar fundo, conhecer o gestor e se familiarizar com a estratégia.

A ideia do nosso é website é justante te ajudar a se informar para tomar decisões conscientes.