Trend Ibovespa

Detalhes:

Tipo de Fundo:

CNPJ do fundo: 31.204.199/0001-01

Posição no ranking da categoria: 59º colocado

Gráfico de Retorno

Indicadores Quantitativos

Levando em conta o último mês "fechado".

Retorno Anualizado
12 meses: -15.2%24 meses: -1%36 meses: -0.2%48 meses: 0%
Volatilidade
12 meses: 20%24 meses: 20.7%36 meses: 30.3%
Retorno ajustado a risco
Sharpe 12 meses: -1.094Sortino 12 meses: -1.592Calmar 12 meses: -0.698Sharpe 36 meses: -0.168

Retornos Mensais

  JANFEVMARABRMAIJUNJULAGOSETOUTNOVDEZANUAL
AnoNome             
2022Fundo6.99%0.86%6.09%-10.10%3.27%-11.50%4.67%0.00%0.00%0.00%0.00%0.00%-1.54%
Ibov7.12%0.85%6.15%-10.55%3.66%-11.36%4.53%0.00%0.00%0.00%0.00%0.00%-1.49%
diferença-0.13%0.01%-0.06%0.45%-0.39%-0.13%0.14%0.00%0.00%0.00%0.00%0.00%-0.05%
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-3.57%-4.50%6.29%1.94%5.99%0.46%-3.86%-2.59%-6.65%-6.39%-1.33%2.49%-12.08%
diferença0.12%-0.03%-0.12%-0.04%0.27%-0.01%-0.10%0.09%0.09%-0.37%-0.20%0.45%0.10%
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%9.19%3.07%
diferença0.43%-0.75%0.44%-0.91%-0.41%0.15%-0.12%0.10%0.06%-0.22%0.29%-0.12%-0.84%
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%-2.29%-0.04%1.17%0.76%3.76%0.90%-0.38%3.48%2.20%1.09%6.59%31.48%
diferença-0.08%0.17%-0.10%-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%12.40%
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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