Sul América Equities

Detalhes:

Tipo de Fundo:

CNPJ do fundo: 11.458.144/0001-02

Posição no ranking da categoria: 45º colocado

Gráfico de Retorno

Indicadores Quantitativos

Levando em conta o último mês "fechado".

Retorno Anualizado
12 meses: 35.8%24 meses: 18.3%36 meses: 18.6%48 meses: 12.4%
Volatilidade
12 meses: 16.5%24 meses: 15.6%36 meses: 15.2%
Retorno ajustado a risco
Sharpe 12 meses: 1.064Sortino 12 meses: 1.482Calmar 12 meses: 2.682Sharpe 36 meses: 0.36

Retornos Mensais

  JANFEVMARABRMAIJUNJULAGOSETOUTNOVDEZANUAL
AnoNome             
2026Fundo12.11%3.93%-1.54%-0.16%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%14.54%
Ibov13.24%4.22%-0.48%1.54%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%19.27%
diferença-1.13%-0.29%-1.07%-1.70%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%-4.73%
2025Fundo5.13%-3.12%5.43%4.92%2.29%1.27%-4.88%6.47%3.04%1.90%6.52%0.92%33.41%
Ibov5.04%-2.43%6.04%3.40%1.62%2.54%-4.39%6.64%3.42%2.21%6.48%1.13%35.89%
diferença0.10%-0.69%-0.61%1.52%0.67%-1.27%-0.49%-0.17%-0.38%-0.31%0.04%-0.21%-2.48%
2024Fundo-4.24%0.94%0.01%-2.75%-3.61%1.37%3.37%5.86%-3.29%-1.63%-3.39%-4.52%-11.79%
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-0.50%-0.84%0.74%-2.01%-0.18%-0.08%0.33%-1.04%-0.15%0.06%-1.17%-0.18%-4.58%
2023Fundo2.87%-7.45%-2.93%2.04%4.30%8.63%3.19%-5.65%0.48%-3.57%11.80%5.32%18.69%
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-4.15%-1.28%-0.30%0.32%-2.15%1.11%-0.12%-0.87%-0.80%-1.69%3.44%0.38%-7.87%
2022Fundo4.80%-4.57%5.24%-9.13%2.92%-10.78%4.41%6.51%0.02%6.91%-4.77%-2.54%-3.07%
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-3.25%-5.42%1.19%-1.49%-0.74%-2.34%-0.11%-0.07%-0.36%0.96%-4.25%-0.12%-17.38%
2021Fundo-3.26%-3.49%2.52%2.02%6.62%1.40%-3.32%-3.82%-7.31%-11.57%-5.67%4.94%-20.36%
Ibov-2.14%-5.16%6.09%0.30%5.99%0.16%-5.52%-2.59%-2.89%-7.67%-0.07%1.73%-12.05%
diferença-1.11%1.67%-3.57%1.71%0.63%1.24%2.20%-1.23%-4.42%-3.90%-5.60%3.20%-8.31%
2020Fundo1.92%-8.70%-38.66%9.69%10.49%7.94%10.71%-2.03%-7.94%-3.59%12.93%7.70%-12.57%
Ibov-4.67%-0.78%-31.06%6.86%10.58%11.22%8.37%-3.62%-4.25%-1.64%13.20%8.55%3.59%
diferença6.59%-7.92%-7.59%2.83%-0.09%-3.28%2.34%1.59%-3.69%-1.95%-0.27%-0.85%-16.16%
2019Fundo12.40%-1.11%0.01%1.39%2.89%3.97%4.85%1.13%2.00%1.95%1.49%9.57%47.82%
Ibov9.37%-0.53%2.60%1.12%1.64%2.08%-0.49%-0.38%3.48%2.20%0.12%5.52%29.69%
diferença3.03%-0.57%-2.59%0.27%1.25%1.89%5.34%1.51%-1.48%-0.25%1.37%4.05%18.13%
2018Fundo11.14%2.03%-0.12%2.70%-6.70%-2.70%6.00%-4.31%1.10%10.49%2.56%-0.64%21.91%
Ibov6.78%-2.32%-0.31%1.62%-9.35%-5.72%8.82%-3.05%3.50%9.33%-1.43%-1.69%4.48%
diferença4.36%4.35%0.19%1.08%2.65%3.02%-2.82%-1.26%-2.40%1.17%3.98%1.05%17.44%
2017Fundo6.69%4.56%-2.50%2.72%-1.98%0.42%6.24%5.91%5.15%0.43%-5.20%6.76%32.25%
Ibov7.77%3.38%-3.16%-2.92%-6.20%1.08%4.58%7.36%4.99%-0.17%-7.13%5.57%14.59%
diferença-1.08%1.18%0.67%5.64%4.22%-0.67%1.66%-1.46%0.16%0.60%1.93%1.19%17.65%
2016Fundo-2.26%3.26%14.70%3.83%-4.12%3.10%9.94%-1.27%0.12%12.24%-5.13%-2.88%33.49%
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%
diferença1.31%-3.02%0.01%-4.75%5.09%-3.03%-1.64%-1.72%-0.72%1.54%-1.28%0.05%-10.07%
2015Fundo-17.93%4.60%-0.22%6.01%-6.91%1.02%-0.97%-7.84%-4.34%-2.37%-0.42%-3.23%-29.86%
Ibov-3.49%8.50%-1.02%7.45%-8.02%1.52%-5.53%-8.16%-1.93%6.37%-5.80%-3.03%-14.02%
diferença-14.44%-3.91%0.80%-1.44%1.12%-0.50%4.56%0.32%-2.41%-8.74%5.38%-0.20%-15.83%
2014Fundo-11.48%-1.17%4.52%1.43%4.36%5.01%-3.98%9.15%-13.17%3.75%-1.18%-6.18%-11.03%
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-6.14%-0.35%-3.53%-1.24%7.46%-0.10%-7.07%-0.71%-1.36%3.10%3.53%1.16%-5.20%
2013Fundo1.81%6.58%-2.48%-0.80%1.16%-10.03%-6.53%-2.34%3.27%3.89%-2.70%-2.88%-11.59%
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%
diferença4.36%11.02%-0.63%-0.17%2.23%1.32%-7.52%-6.95%-0.34%1.14%0.92%-0.98%3.71%
2012Fundo4.69%11.78%3.18%-2.89%-5.22%3.41%3.28%1.55%1.22%-0.10%1.26%4.93%29.49%
Ibov8.22%4.55%-1.85%-3.04%-12.85%-1.00%6.74%1.91%3.51%-4.14%3.33%5.66%9.48%
diferença-3.53%7.23%5.03%0.15%7.63%4.41%-3.46%-0.35%-2.28%4.03%-2.08%-0.73%20.02%

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