Trend XP Inc Balanceado

Detalhes:

Tipo de Fundo:

CNPJ do fundo: 35.651.338/0001-98

Posição no ranking da categoria: 50º colocado

Gráfico de Retorno

Indicadores Quantitativos

Levando em conta o último mês "fechado".

Retorno Anualizado
12 meses: 0.2%24 meses: 0.3%36 meses: 0%48 meses: 0%
Volatilidade
12 meses: 10.4%24 meses: 9.1%36 meses: 0%
Retorno ajustado a risco
Sharpe 12 meses: -0.494Sortino 12 meses: -0.911Calmar 12 meses: -0.163Sharpe 36 meses: 0

Retornos Mensais

  JANFEVMARABRMAIJUNJULAGOSETOUTNOVDEZANUAL
AnoNome             
2022Fundo3.74%0.27%-0.02%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%4.00%
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-3.38%-0.58%-6.17%10.55%-3.66%11.36%-4.53%0.00%0.00%0.00%0.00%0.00%5.49%
2021Fundo2.12%0.48%-2.46%0.89%0.13%2.13%-0.67%3.67%-3.13%-3.13%-1.79%0.87%-1.18%
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%
diferença5.68%4.97%-8.75%-1.05%-5.86%1.66%3.19%6.26%3.52%3.26%-0.46%-1.62%10.90%
2020Fundo0.77%-2.02%-7.40%4.01%3.65%6.55%2.17%1.37%-3.06%-0.56%0.74%-0.28%5.36%
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%
diferença2.86%5.61%23.67%-7.32%-5.34%-2.32%-6.20%4.99%1.80%-0.13%-15.07%-9.47%2.28%
2019Fundo0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.85%0.85%
Ibov0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%2.70%2.70%
diferença0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%-1.84%-1.84%

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