Sul América Evolution

Detalhes:

CNPJ do fundo: 12.839.769/0001-87

Posição no ranking da categoria: 26º colocado

Gráfico de Retorno

Indicadores Quantitativos

Levando em conta o último mês "fechado".

Retorno Anualizado
12 meses: 6.4%24 meses: 3.6%36 meses: 2.3%48 meses: 3.5%
Volatilidade
12 meses: 1.7%24 meses: 2.1%36 meses: 2.4%
Retorno ajustado a risco
Sharpe 12 meses: -1.573Sortino 12 meses: -1.24Calmar 12 meses: -4.713Sharpe 36 meses: -1.158

Retornos Mensais

  JANFEVMARABRMAIJUNJULAGOSETOUTNOVDEZANUAL
AnoNome             
2022Fundo0.69%0.80%0.96%1.10%0.91%0.95%1.08%0.00%0.00%0.00%0.00%0.00%6.68%
CDI0.73%0.76%0.93%0.83%1.03%1.02%1.03%0.00%0.00%0.00%0.00%0.00%6.51%
diferença-0.04%0.05%0.03%0.27%-0.13%-0.06%0.05%0.00%0.00%0.00%0.00%0.00%0.18%
2021Fundo-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%
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-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%
2020Fundo0.26%-0.03%-2.89%-0.00%0.12%0.10%0.51%-0.42%-0.75%-0.07%0.93%0.75%-1.53%
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-0.12%-0.32%-3.22%-0.29%-0.11%-0.11%0.31%-0.58%-0.91%-0.23%0.78%0.59%-4.29%
2019Fundo0.74%0.52%0.52%0.51%0.70%0.81%0.49%0.04%0.69%0.53%0.15%0.34%6.21%
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%
diferença0.20%0.03%0.05%-0.01%0.15%0.35%-0.08%-0.46%0.22%0.05%-0.23%-0.03%0.25%
2018Fundo0.69%0.68%0.80%0.57%0.25%0.30%0.30%0.60%0.46%0.86%0.45%0.62%6.77%
CDI0.58%0.46%0.53%0.52%0.52%0.52%0.54%0.57%0.47%0.54%0.49%0.49%6.42%
diferença0.11%0.21%0.27%0.05%-0.27%-0.22%-0.24%0.03%-0.01%0.32%-0.05%0.12%0.35%
2017Fundo1.30%1.24%1.20%0.64%0.96%0.93%1.37%1.07%0.65%0.66%0.45%0.55%11.58%
CDI1.08%0.86%1.05%0.79%0.93%0.81%0.80%0.80%0.64%0.64%0.57%0.54%9.92%
diferença0.21%0.38%0.15%-0.15%0.03%0.13%0.57%0.26%0.02%0.02%-0.12%0.01%1.65%
2016Fundo1.57%1.76%1.89%1.15%0.83%1.06%0.89%1.52%1.20%0.95%1.09%1.15%16.15%
CDI1.06%1.00%1.16%1.06%1.11%1.16%1.11%1.21%1.11%1.05%1.04%1.12%14.01%
diferença0.52%0.76%0.73%0.09%-0.28%-0.10%-0.22%0.31%0.10%-0.10%0.06%0.02%2.14%
2015Fundo1.24%-0.54%-2.55%1.38%3.76%1.20%0.78%1.71%-0.28%0.39%1.28%0.90%9.54%
CDI0.93%0.82%1.04%0.95%0.98%1.07%1.18%1.11%1.11%1.11%1.06%1.16%13.25%
diferença0.31%-1.36%-3.59%0.43%2.78%0.13%-0.40%0.60%-1.39%-0.72%0.22%-0.26%-3.70%
2014Fundo-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%
CDI0.84%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%
2013Fundo0.50%-0.38%-0.59%1.33%-0.91%-2.70%0.97%-0.03%2.93%2.80%1.02%0.53%5.44%
CDI0.59%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%
2012Fundo1.28%0.75%1.73%1.23%1.13%0.23%0.74%1.74%0.87%0.43%0.08%1.12%11.93%
CDI0.84%0.74%0.81%0.70%0.73%0.64%0.68%0.69%0.54%0.61%0.54%0.53%8.35%
diferença0.43%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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