Sul América Equities

Detalhes:

Tipo de Fundo:

CNPJ do fundo: 11.458.144/0001-02

Posição no ranking da categoria: 128º colocado

Gráfico de Retorno

Indicadores Quantitativos

Levando em conta o último mês "fechado".

Retorno Anualizado
12 meses: -28.4%24 meses: -12.3%36 meses: -9.1%48 meses: 0.5%
Volatilidade
12 meses: 21.3%24 meses: 20.5%36 meses: 31.4%
Retorno ajustado a risco
Sharpe 12 meses: -1.583Sortino 12 meses: -2.181Calmar 12 meses: -1.075Sharpe 36 meses: -0.432

Retornos Mensais

  JANFEVMARABRMAIJUNJULAGOSETOUTNOVDEZANUAL
AnoNome             
2022Fundo4.80%-4.57%5.24%-9.13%2.92%-10.78%4.41%0.00%0.00%0.00%0.00%0.00%-8.29%
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-2.32%-5.42%-0.91%1.43%-0.74%0.58%-0.11%0.00%0.00%0.00%0.00%0.00%-6.80%
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-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%
diferença0.31%1.01%-3.77%0.08%0.63%0.93%0.54%-1.23%-0.66%-5.17%-4.34%2.44%-8.28%
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-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%
diferença4.01%-1.08%-7.59%-1.65%1.50%-0.94%2.34%1.59%-3.08%-3.16%-2.88%-1.49%-15.65%
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%
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%
diferença1.29%1.18%0.05%0.23%2.12%0.21%3.95%1.51%-1.48%-0.25%0.40%2.97%16.34%
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%
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%
diferença0.06%1.42%-0.04%1.79%4.25%2.32%-2.67%-1.26%-2.26%0.74%-0.17%1.41%7.31%
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%
Ibov7.13%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-0.44%1.18%0.17%2.06%2.18%-0.19%1.66%-1.46%0.51%0.17%-1.90%0.39%5.50%
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-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%
diferença4.71%-2.51%-2.65%-3.39%5.71%-3.03%-1.64%-1.72%-1.01%1.03%-0.52%0.05%-4.75%
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-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%
diferença-11.89%-5.05%0.80%-4.33%-0.92%0.81%3.09%0.32%-0.13%-4.60%1.16%0.36%-16.65%
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-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%
diferença-3.96%-0.35%-2.01%-1.01%4.97%1.59%-9.09%-0.71%-1.36%3.10%-1.50%2.49%-7.65%
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-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%
diferença3.49%10.92%-0.63%0.38%4.83%1.32%-8.29%-6.95%-0.34%1.14%-0.01%-0.85%4.24%
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%
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-4.33%7.64%4.48%1.94%7.63%2.61%0.14%-0.35%-2.34%3.52%0.44%-0.71%24.83%

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