Trend Ibovespa Balanceado

O fundo replica o índice Ibovespa com metade da volatilidade a partir da compra de ETF de Ibovespa totalizando uma exposição de metade do fundo.

Parece ter sido cancelado.

Detalhes:

Tipo de Fundo:

CNPJ do fundo: 32.846.325/0001-86

Posição no ranking da categoria: 50º colocado

Gráfico de Retorno

Indicadores Quantitativos

Levando em conta o último mês "fechado".

Retorno Anualizado
12 meses: 0%24 meses: 0%36 meses: 0%48 meses: 0%
Volatilidade
12 meses: 0%24 meses: 0%36 meses: 0%
Retorno ajustado a risco
Sharpe 12 meses: 0Sortino 12 meses: 0Calmar 12 meses: 0Sharpe 36 meses: 0

Retornos Mensais

  JANFEVMARABRMAIJUNJULAGOSETOUTNOVDEZANUAL
AnoNome             
2026Fundo0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
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-13.24%-4.22%0.48%-1.54%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%-19.27%
2025Fundo0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
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%
diferença-5.04%2.43%-6.04%-3.40%-1.62%-2.54%4.39%-6.64%-3.42%-2.21%-6.48%-1.13%-35.89%
2024Fundo0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
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%
diferença3.74%-1.79%0.73%0.74%3.43%-1.45%-3.04%-6.90%3.14%1.69%2.23%4.34%7.21%
2023Fundo0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
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-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%
2022Fundo3.73%0.06%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%3.79%
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-4.33%-0.79%-4.05%7.63%-3.66%8.44%-4.53%-6.58%-0.38%-5.95%0.52%2.42%-10.52%
2021Fundo-1.64%-2.30%3.31%0.91%3.18%0.43%-1.86%-1.06%-3.13%-3.39%-0.38%1.93%-4.20%
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%
diferença0.51%2.86%-2.78%0.61%-2.81%0.27%3.66%1.53%-0.24%4.28%-0.32%0.20%7.85%
2020Fundo-0.71%-4.03%-15.54%5.33%4.36%4.50%4.10%-1.74%-2.36%-0.27%7.80%4.54%3.79%
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%
diferença3.96%-3.25%15.52%-1.52%-6.22%-6.72%-4.27%1.88%1.89%1.37%-5.40%-4.01%0.20%
2019Fundo0.00%0.00%0.00%0.00%4.05%2.23%0.61%-0.13%1.98%1.43%0.71%3.64%15.40%
Ibov0.00%0.00%0.00%0.00%7.90%2.08%-0.49%-0.38%3.48%2.20%0.12%5.52%21.99%
diferença0.00%0.00%0.00%0.00%-3.84%0.15%1.10%0.25%-1.50%-0.77%0.59%-1.88%-6.59%

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