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:

CNPJ do fundo: 31.204.199/0001-01

Posição no ranking da categoria: 38º colocado

Gráfico de Retorno

Indicadores Quantitativos

Levando em conta o último mês "fechado".

Retorno Anualizado
12 meses: 14.1%24 meses: 6.9%36 meses: 3.6%48 meses: 2.4%
Volatilidade
12 meses: 16.1%24 meses: 18.9%36 meses: 19.5%
Retorno ajustado a risco
Sharpe 12 meses: 0.066Sortino 12 meses: 0.124Calmar 12 meses: 0.064Sharpe 36 meses: -0.289

Retornos Mensais

  JANFEVMARABRMAIJUNJULAGOSETOUTNOVDEZANUAL
AnoNome             
2024Fundo-4.81%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%-4.81%
Ibov-4.94%-0.02%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%-4.95%
diferença0.13%0.02%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.14%
2023Fundo3.42%-7.48%-2.87%1.04%5.26%9.07%3.25%-5.03%0.73%-2.94%12.58%5.47%22.71%
Ibov3.67%-7.91%-2.63%2.45%3.90%8.90%3.31%-4.78%0.75%-3.12%12.73%5.52%23.07%
diferença-0.25%0.43%-0.24%-1.41%1.36%0.17%-0.06%-0.24%-0.02%0.18%-0.15%-0.05%-0.36%
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%
Ibov7.12%0.85%6.15%-10.55%3.66%-11.36%4.53%6.58%0.60%5.34%-3.18%-2.42%5.11%
diferença-0.13%0.01%-0.06%0.45%-0.39%-0.13%0.14%-0.36%-0.13%0.08%0.16%0.08%-0.20%
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-4.32%-4.50%6.09%2.12%5.99%0.46%-3.86%-2.59%-6.65%-6.39%-1.33%2.49%-12.76%
diferença0.87%-0.03%0.08%-0.23%0.27%-0.01%-0.10%0.09%0.09%-0.37%-0.20%0.45%0.79%
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-2.09%-7.62%-31.06%11.33%8.99%8.88%8.37%-3.62%-4.86%-0.43%15.82%10.05%3.88%
diferença0.43%-0.75%0.44%-0.91%-0.41%0.15%-0.12%0.10%0.06%-0.22%0.29%-0.98%-1.65%
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%
Ibov11.11%-0.17%-2.16%1.17%0.76%3.76%0.90%-0.38%3.48%2.20%1.09%6.59%31.48%
diferença-0.08%-1.95%2.02%-0.10%-0.07%0.15%-0.13%-0.19%-0.08%0.08%-0.07%0.26%-0.19%
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%9.75%2.72%-2.05%12.39%
diferença0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%-0.05%-1.09%-0.03%0.05%-1.15%

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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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