Sul América Equities

Detalhes:

Tipo de Fundo:

CNPJ do fundo: 11.458.144/0001-02

Posição no ranking da categoria: 31º colocado

Gráfico de Retorno

Indicadores Quantitativos

Levando em conta o último mês "fechado".

Retorno Anualizado
12 meses: 23%24 meses: 15.7%36 meses: 14%48 meses: 11.9%
Volatilidade
12 meses: 17.8%24 meses: 16.5%36 meses: 15.3%
Retorno ajustado a risco
Sharpe 12 meses: 0.4Sortino 12 meses: 0.574Calmar 12 meses: 0Sharpe 36 meses: 0.087

Retornos Mensais

    JAN FEV MAR ABR MAI JUN JUL AGO SET OUT NOV DEZ ANUAL
Ano Nome                          
2026 Fundo 12.11% 3.93% -1.54% -0.16% -7.94% -0.50% 2.31% -0.65% 5.30% 0.00% 0.00% 0.00% 12.30%
Ibov 13.24% 4.22% -0.48% 1.54% -6.06% -0.08% 3.53% -0.14% 3.70% 0.00% 0.00% 0.00% 20.03%
diferença -1.13% -0.29% -1.07% -1.70% -1.88% -0.42% -1.22% -0.52% 1.60% 0.00% 0.00% 0.00% -7.72%
2025 Fundo 5.13% -3.12% 5.43% 4.92% 2.29% 1.27% -4.88% 6.47% 3.04% 1.90% 6.52% 0.92% 33.41%
Ibov 5.04% -2.43% 6.04% 3.40% 1.62% 2.54% -4.39% 6.64% 3.42% 1.28% 6.48% 1.13% 34.65%
diferença 0.10% -0.69% -0.61% 1.52% 0.67% -1.27% -0.49% -0.17% -0.38% 0.62% 0.04% -0.21% -1.24%
2024 Fundo -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%
2023 Fundo 2.87% -7.45% -2.93% 2.04% 4.30% 8.63% 3.19% -5.65% 0.48% -3.57% 11.80% 5.32% 18.69%
Ibov 7.03% -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%
2022 Fundo 4.80% -4.57% 5.24% -9.13% 2.92% -10.78% 4.41% 6.51% 0.02% 6.91% -4.77% -2.54% -3.07%
Ibov 8.06% 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%
2021 Fundo -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% 6.29% 0.43% 5.99% 0.16% -5.52% -2.59% -2.89% -7.67% -0.07% 1.73% -11.77%
diferença -1.11% 1.67% -3.77% 1.58% 0.63% 1.24% 2.20% -1.23% -4.42% -3.90% -5.60% 3.20% -8.59%
2020 Fundo 1.92% -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% 7.71% 2.78%
diferença 6.59% -7.92% -7.59% 2.83% -0.09% -3.28% 2.34% 1.59% -3.69% -1.95% -0.27% -0.01% -15.35%
2019 Fundo 12.40% -1.11% 0.01% 1.39% 2.89% 3.97% 4.85% 1.13% 2.00% 1.95% 1.49% 9.57% 47.82%
Ibov 9.37% -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 3.03% 1.18% -0.30% 0.27% 1.34% 1.89% 5.34% 1.51% -1.48% -0.25% 1.37% 4.05% 23.36%
2018 Fundo 11.14% 2.03% -0.12% 2.70% -6.70% -2.70% 6.00% -4.31% 1.10% 10.49% 2.56% -0.64% 21.91%
Ibov 9.19% -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 1.95% 4.45% -0.04% 1.08% 2.65% 3.02% -2.82% -1.26% -2.40% 1.17% 3.98% 1.05% 14.96%
2017 Fundo 6.69% 4.56% -2.50% 2.72% -1.98% 0.42% 6.24% 5.91% 5.15% 0.43% -5.20% 6.76% 32.25%
Ibov 7.77% 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 -1.08% 1.18% 0.67% 5.64% 4.22% -0.19% 1.66% -1.46% 0.51% 0.17% -1.90% 0.39% 12.49%
2016 Fundo -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%
diferença 1.31% -3.02% 0.01% -4.75% 5.09% -3.03% -1.64% -1.72% -0.72% 1.54% -1.28% 0.05% -10.07%
2015 Fundo -17.93% 4.60% -0.22% 6.01% -6.91% 0.83% -0.97% -7.84% -4.34% -2.37% -0.42% -3.23% -30.00%
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 -14.44% -3.91% 0.80% -1.44% 1.12% -0.69% 4.56% 0.32% 0.38% -8.74% 5.38% -0.20% -13.53%
2014 Fundo -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%
2013 Fundo 1.81% 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%
diferença 4.36% 11.02% -0.63% -0.17% 2.23% 1.32% -7.52% -6.95% -0.34% 1.14% 0.92% -0.98% 3.71%
2012 Fundo 4.69% 11.78% 3.18% -2.89% -5.22% 3.41% 3.28% 1.55% 1.22% -0.10% 1.26% 4.93% 29.49%
Ibov 8.22% 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 -3.53% 7.23% 4.48% 0.84% 7.75% 3.29% -3.46% -0.35% -2.28% 4.03% -2.08% -0.73% 19.10%

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Sul América Equities vale a pena?

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