Sul América Evolution

Detalhes:

Tipo de Fundo:

CNPJ do fundo: 12.839.769/0001-87

Posição no ranking da categoria: 11º colocado

Gráfico de Retorno

Indicadores Quantitativos

Levando em conta o último mês "fechado".

Retorno Anualizado
12 meses: 13.2%24 meses: 12.3%36 meses: 11.6%48 meses: 11.4%
Volatilidade
12 meses: 1.5%24 meses: 1.1%36 meses: 1%
Retorno ajustado a risco
Sharpe 12 meses: -0.77Sortino 12 meses: -0.694Calmar 12 meses: -2.842Sharpe 36 meses: -0.843

Retornos Mensais

    JAN FEV MAR ABR MAI JUN JUL AGO SET OUT NOV DEZ ANUAL
Ano Nome                          
2026 Fundo 1.15% 0.91% 0.72% 0.90% 0.91% 0.68% 1.13% 1.10% 1.45% 0.00% 0.00% 0.00% 9.30%
CDI 1.11% 1.00% 1.21% 1.09% 1.07% 1.12% 1.21% 1.04% 1.08% 0.00% 0.00% 0.00% 10.39%
diferença 0.05% -0.09% -0.49% -0.20% -0.17% -0.43% -0.09% 0.06% 0.36% 0.00% 0.00% 0.00% -1.09%
2025 Fundo 1.09% 0.89% 0.97% 1.09% 1.11% 1.07% 1.12% 1.16% 1.16% 1.19% 0.91% 1.39% 13.97%
CDI 1.01% 0.98% 0.96% 1.06% 1.14% 1.10% 1.28% 1.16% 1.22% 1.28% 1.05% 1.22% 14.32%
diferença 0.07% -0.09% 0.01% 0.04% -0.03% -0.03% -0.15% -0.00% -0.06% -0.09% -0.15% 0.17% -0.35%
2024 Fundo 0.97% 0.74% 0.97% 0.93% 0.63% 0.44% 0.88% 0.95% 0.75% 0.85% 0.64% 0.59% 9.75%
CDI 0.97% 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 0.01% -0.06% 0.14% 0.04% -0.20% -0.35% -0.03% 0.08% -0.09% -0.08% -0.15% -0.34% -1.13%
2023 Fundo 0.83% 0.55% 1.07% 0.65% 1.02% 0.75% 0.84% 0.78% 0.79% 0.78% 1.03% 0.87% 10.41%
CDI 1.12% 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 -0.29% -0.37% -0.11% -0.27% -0.10% -0.32% -0.24% -0.36% -0.19% -0.22% 0.11% -0.03% -2.63%
2022 Fundo 0.69% 0.80% 0.96% 1.10% 0.91% 0.95% 1.08% 1.24% 1.02% 0.94% 1.20% 1.20% 12.80%
CDI 0.73% 0.76% 0.93% 0.83% 1.03% 1.02% 1.03% 1.17% 1.07% 1.02% 1.02% 1.12% 12.39%
diferença -0.04% 0.05% 0.03% 0.27% -0.13% -0.06% 0.05% 0.07% -0.05% -0.08% 0.18% 0.08% 0.41%
2021 Fundo -0.17% 0.16% 0.36% 0.42% 0.85% -0.30% -0.80% -0.00% -0.21% -1.28% 0.55% 0.71% 0.27%
CDI 0.15% 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 -0.32% 0.02% 0.16% 0.21% 0.58% -0.60% -1.15% -0.43% -0.66% -1.77% -0.04% -0.06% -4.15%
2020 Fundo 0.26% -0.03% -2.89% -0.00% 0.12% 0.10% 0.51% -0.42% -0.75% -0.07% 0.93% 0.75% -1.53%
CDI 0.38% 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 -0.12% -0.32% -3.22% -0.29% -0.11% -0.11% 0.31% -0.58% -0.91% -0.23% 0.78% 0.59% -4.29%
2019 Fundo 0.74% 0.52% 0.52% 0.51% 0.70% 0.81% 0.49% 0.04% 0.69% 0.53% 0.15% 0.34% 6.21%
CDI 0.54% 0.49% 0.47% 0.52% 0.54% 0.47% 0.57% 0.50% 0.46% 0.48% 0.38% 0.37% 5.96%
diferença 0.20% 0.03% 0.05% -0.01% 0.15% 0.35% -0.08% -0.46% 0.22% 0.05% -0.23% -0.03% 0.25%
2018 Fundo 0.69% 0.68% 0.80% 0.57% 0.25% 0.30% 0.30% 0.60% 0.46% 0.86% 0.45% 0.62% 6.77%
CDI 0.58% 0.46% 0.53% 0.52% 0.52% 0.52% 0.54% 0.57% 0.47% 0.54% 0.49% 0.49% 6.42%
diferença 0.11% 0.21% 0.27% 0.05% -0.27% -0.22% -0.24% 0.03% -0.01% 0.32% -0.05% 0.12% 0.35%
2017 Fundo 1.30% 1.24% 1.20% 0.64% 0.96% 0.93% 1.37% 1.07% 0.65% 0.66% 0.45% 0.55% 11.58%
CDI 1.08% 0.86% 1.05% 0.79% 0.93% 0.81% 0.80% 0.80% 0.64% 0.64% 0.57% 0.54% 9.92%
diferença 0.21% 0.38% 0.15% -0.15% 0.03% 0.13% 0.57% 0.26% 0.02% 0.02% -0.12% 0.01% 1.65%
2016 Fundo 1.57% 1.76% 1.89% 1.15% 0.83% 1.06% 0.89% 1.52% 1.20% 0.95% 1.09% 1.15% 16.15%
CDI 1.06% 1.00% 1.16% 1.06% 1.11% 1.16% 1.11% 1.21% 1.11% 1.05% 1.04% 1.12% 14.01%
diferença 0.52% 0.76% 0.73% 0.09% -0.28% -0.10% -0.22% 0.31% 0.10% -0.10% 0.06% 0.02% 2.14%
2015 Fundo 1.24% -0.54% -2.55% 1.38% 3.76% 1.94% 0.78% 1.71% -0.28% 0.39% 1.28% 0.90% 10.35%
CDI 0.93% 0.82% 1.04% 0.95% 0.98% 1.07% 1.18% 1.11% 1.11% 1.11% 1.06% 1.16% 13.25%
diferença 0.31% -1.36% -3.59% 0.43% 2.78% 0.87% -0.40% 0.60% -1.39% -0.72% 0.22% -0.26% -2.90%
2014 Fundo -1.27% 0.56% 3.01% 1.36% 1.80% -0.93% 2.38% 2.12% 1.34% 1.80% -0.23% -1.43% 10.90%
CDI 0.84% 0.78% 0.76% 0.82% 0.86% 0.82% 0.94% 0.86% 0.90% 0.94% 0.84% 0.96% 10.81%
diferença -2.11% -0.22% 2.25% 0.54% 0.95% -1.75% 1.44% 1.26% 0.44% 0.86% -1.06% -2.39% 0.09%
2013 Fundo 0.50% -0.38% -0.59% 1.33% -0.91% -2.70% 0.97% -0.03% 2.93% 2.80% 1.02% 0.53% 5.44%
CDI 0.59% 0.48% 0.54% 0.60% 0.59% 0.59% 0.71% 0.70% 0.70% 0.80% 0.71% 0.78% 8.07%
diferença -0.09% -0.87% -1.13% 0.73% -1.50% -3.29% 0.26% -0.73% 2.23% 1.99% 0.31% -0.25% -2.62%
2012 Fundo 1.28% 0.75% 1.73% 1.23% 1.13% 0.23% 0.74% 1.74% 0.87% 0.43% 0.08% 1.12% 11.93%
CDI 0.84% 0.74% 0.81% 0.70% 0.73% 0.64% 0.68% 0.69% 0.54% 0.61% 0.54% 0.53% 8.35%
diferença 0.43% 0.01% 0.92% 0.53% 0.40% -0.40% 0.07% 1.05% 0.33% -0.18% -0.46% 0.59% 3.58%
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