Trend Ibovespa

O fundo replica o Índice Ibovespa. O Ibovespa mede a performance das ações mais negociadas e com maior representabilidade no mercado brasileiro.

Detalhes:

Tipo de Fundo:

Gestora: XP Asset Management

CNPJ do fundo: 31.204.199/0001-01

Posição no ranking da categoria: 12º colocado

Gráfico de Retorno

Indicadores Quantitativos

Levando em conta o último mês "fechado".

Retorno Anualizado
12 meses: 26.9%24 meses: 18%36 meses: 13.4%48 meses: 14.6%
Volatilidade
12 meses: 17.1%24 meses: 16%36 meses: 15.3%
Retorno ajustado a risco
Sharpe 12 meses: 0.657Sortino 12 meses: 0.946Calmar 12 meses: 1.714Sharpe 36 meses: 0.072

Retornos Mensais

  JANFEVMARABRMAIJUNJULAGOSETOUTNOVDEZANUAL
AnoNome             
2026Fundo11.49%5.46%-3.18%2.62%-7.21%-0.25%0.00%0.00%0.00%0.00%0.00%0.00%8.13%
Ibov13.24%4.22%-0.48%1.54%-6.06%-0.08%0.00%0.00%0.00%0.00%0.00%0.00%11.95%
diferença-1.75%1.24%-2.70%1.08%-1.15%-0.17%0.00%0.00%0.00%0.00%0.00%0.00%-3.82%
2025Fundo4.89%-2.62%6.12%3.73%1.44%1.37%-3.65%5.78%3.41%2.22%6.37%0.96%33.76%
Ibov5.04%-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-0.15%-0.19%0.08%0.32%-0.18%-1.17%0.75%-0.86%-0.01%0.95%-0.11%-0.17%-0.89%
2024Fundo-4.81%0.98%-0.71%-1.71%-3.05%1.55%3.02%6.63%-3.08%-1.61%-3.12%-4.18%-10.20%
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-1.08%-0.81%0.03%-0.98%0.37%0.10%-0.02%-0.27%0.07%0.08%-0.89%0.16%-2.98%
2023Fundo3.42%-7.48%-2.87%2.52%3.74%9.07%3.25%-5.03%0.73%-2.94%12.58%5.47%22.71%
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-3.61%-1.31%-0.24%0.81%-2.71%1.55%-0.06%-0.24%-0.55%-1.07%4.21%0.53%-3.86%
2022Fundo6.99%0.86%6.09%-10.10%3.27%-11.50%4.67%6.22%0.47%5.43%-3.02%-2.34%4.91%
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-1.06%0.01%2.04%-2.47%-0.39%-3.05%0.14%-0.36%0.09%-0.52%-2.51%0.08%-9.40%
2021Fundo-3.45%-4.53%6.17%1.90%6.26%0.45%-3.96%-2.49%-6.56%-6.76%-1.53%2.94%-11.98%
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-1.30%0.63%-0.12%1.47%0.27%0.29%1.56%0.09%-3.68%0.91%-1.47%1.20%-0.20%
2020Fundo-1.66%-8.37%-30.63%10.42%8.58%9.03%8.25%-3.52%-4.80%-0.65%16.11%9.07%2.23%
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%
diferença3.01%-7.60%0.44%3.57%-2.00%-2.19%-0.12%0.10%-0.55%0.99%2.91%1.37%-0.54%
2019Fundo11.03%-2.12%-0.14%1.07%0.70%3.91%0.77%-0.56%3.40%2.28%1.02%6.86%31.28%
Ibov9.37%-2.29%0.31%1.12%1.55%2.08%-0.49%-0.38%3.48%2.20%0.12%5.52%24.46%
diferença1.66%0.17%-0.45%-0.05%-0.86%1.83%1.25%-0.19%-0.08%0.08%0.90%1.34%6.83%
2018Fundo0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%1.73%8.66%2.69%-2.00%11.24%
Ibov0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%1.78%9.33%-1.43%-1.69%7.83%
diferença0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%-0.05%-0.67%4.12%-0.30%3.41%
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Nomes Alternativos / Espelhos ou fundos com altíssima correlação:

  • TREND IBOVESPA FUNDO DE INVESTIMENTOS EM AÇÕES

Trend Ibovespa vale a pena?

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