Sul América Apollo

O Apollo é um fundo multimercado high vol que adota estratégia macro tradicional, isto é, posições direcionais de acordo com os nossos fundamentos macroeconômicos. O fundo também utiliza estratégias de arbitragem que poderão gerar, além de diversificação, uma maior descorrelação com os demais fundos da indústria. O objetivo do fundo é superar o CDI a longo prazo e é destinado a investidores em geral.

Detalhes:

Tipo de Fundo:

CNPJ do fundo: 17.797.493/0001-35

Posição no ranking da categoria: 4º colocado

Gráfico de Retorno

Indicadores Quantitativos

Levando em conta o último mês "fechado".

Retorno Anualizado
12 meses: 17.8%24 meses: 14.1%36 meses: 12.7%48 meses: 12.1%
Volatilidade
12 meses: 2.3%24 meses: 2%36 meses: 1.8%
Retorno ajustado a risco
Sharpe 12 meses: 1.066Sortino 12 meses: 0.704Calmar 12 meses: 2.751Sharpe 36 meses: 0.156

Retornos Mensais

  JANFEVMARABRMAIJUNJULAGOSETOUTNOVDEZANUAL
AnoNome             
2026Fundo1.54%1.02%0.13%1.19%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%3.94%
CDI1.11%1.00%1.21%1.09%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%4.48%
diferença0.43%0.02%-1.08%0.10%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%-0.54%
2025Fundo1.71%1.28%1.72%1.73%1.89%1.50%1.54%1.54%1.48%1.57%1.18%1.84%20.70%
CDI1.01%0.98%0.96%1.06%1.14%1.10%1.28%1.16%1.22%1.28%1.05%1.16%14.25%
diferença0.70%0.29%0.75%0.68%0.75%0.40%0.27%0.38%0.26%0.29%0.12%0.67%6.45%
2024Fundo0.85%0.54%0.97%1.90%0.45%-0.05%0.47%0.67%0.70%0.75%0.82%0.57%8.98%
CDI0.97%0.80%0.83%0.89%0.83%0.79%0.91%0.87%0.84%0.93%0.79%0.93%10.88%
diferença-0.12%-0.26%0.14%1.01%-0.38%-0.83%-0.44%-0.20%-0.14%-0.18%0.03%-0.36%-1.91%
2023Fundo0.89%0.44%0.60%0.42%0.58%0.61%0.74%0.63%0.82%0.70%1.02%0.74%8.52%
CDI1.12%0.92%1.17%0.92%1.12%1.07%1.07%1.14%0.97%1.00%0.92%0.89%13.04%
diferença-0.23%-0.48%-0.57%-0.49%-0.54%-0.46%-0.34%-0.51%-0.16%-0.29%0.11%-0.15%-4.52%
2022Fundo2.21%1.66%1.40%1.18%1.27%-0.13%1.02%1.25%1.00%0.74%1.51%1.17%15.23%
CDI0.73%0.76%0.93%0.83%1.03%1.02%1.03%1.17%1.07%1.02%1.02%1.12%12.39%
diferença1.48%0.91%0.47%0.35%0.24%-1.15%-0.01%0.08%-0.07%-0.28%0.49%0.04%2.84%
2021Fundo-1.36%-2.34%-0.47%0.33%0.78%0.39%-1.63%-0.87%-0.76%-2.43%0.40%-0.68%-8.38%
CDI0.15%0.14%0.20%0.21%0.27%0.31%0.35%0.43%0.44%0.49%0.59%0.77%4.43%
diferença-1.51%-2.48%-0.67%0.12%0.51%0.08%-1.99%-1.30%-1.21%-2.92%-0.19%-1.45%-12.81%
2020Fundo-0.01%0.62%-2.91%0.97%2.40%0.43%1.39%-0.00%-0.10%-1.21%1.66%1.59%4.84%
CDI0.38%0.29%0.34%0.28%0.23%0.21%0.19%0.16%0.16%0.16%0.15%0.17%2.76%
diferença-0.38%0.33%-3.25%0.69%2.17%0.22%1.20%-0.16%-0.26%-1.36%1.51%1.43%2.08%
2019Fundo1.24%1.14%0.55%0.91%1.18%1.68%0.64%-0.72%0.77%1.21%0.09%1.11%10.24%
CDI0.54%0.49%0.47%0.52%0.54%0.47%0.57%0.50%0.46%0.48%0.38%0.37%5.96%
diferença0.69%0.64%0.09%0.40%0.63%1.21%0.07%-1.22%0.30%0.73%-0.29%0.74%4.28%
2018Fundo0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.69%0.58%1.27%0.83%0.56%4.00%
CDI0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.47%0.47%0.54%0.49%0.49%2.49%
diferença0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.23%0.11%0.73%0.34%0.07%1.51%
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Nomes Alternativos / Espelhos ou fundos com altíssima correlação:

  • SUL AMÉRICA APOLLO FUNDO DE INVESTIMENTO MULTIMERCADO
  • SULAMÉRICA APOLLO FUNDO DE INVESTIMENTO EM COTAS DE FUNDOS DE INVESTIMENTO MULTIMERCADO ÁGORA

Sul América Apollo 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.