Velt Institucional

Detalhes:

Tipo de Fundo:

CNPJ do fundo: 12.565.062/0001-20

Posição no ranking da categoria: 115º colocado

Gráfico de Retorno

Indicadores Quantitativos

Levando em conta o último mês "fechado".

Retorno Anualizado
12 meses: -38.6%24 meses: -17.2%36 meses: -6.3%48 meses: 4.1%
Volatilidade
12 meses: 25.4%24 meses: 23.1%36 meses: 30.9%
Retorno ajustado a risco
Sharpe 12 meses: -1.688Sortino 12 meses: -2.799Calmar 12 meses: -1.365Sharpe 36 meses: -0.352

Retornos Mensais

  JANFEVMARABRMAIJUNJULAGOSETOUTNOVDEZANUAL
AnoNome             
2022Fundo2.94%-2.71%3.15%-12.84%-3.31%-12.73%8.77%0.00%0.00%0.00%0.00%0.00%-17.36%
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-4.18%-3.56%-3.00%-2.28%-6.97%-1.37%4.24%0.00%0.00%0.00%0.00%0.00%-15.87%
2021Fundo1.75%-3.28%-0.15%1.91%4.76%0.10%-2.97%-3.10%-8.14%-10.40%-6.25%-0.58%-24.27%
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%
diferença5.32%1.22%-6.44%-0.03%-1.23%-0.36%0.89%-0.51%-1.49%-4.01%-4.92%-3.08%-12.19%
2020Fundo1.70%-6.31%-27.75%12.25%6.33%9.14%8.07%-1.28%-5.16%-0.49%10.88%6.17%6.29%
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%
diferença3.79%1.31%3.31%0.92%-2.66%0.26%-0.30%2.34%-0.30%-0.06%-4.93%-3.02%3.22%
2019Fundo11.77%-2.06%-0.34%3.37%3.51%4.17%7.21%3.48%3.43%2.95%0.91%10.82%60.62%
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%
diferença0.66%0.23%-0.30%2.21%2.75%0.41%6.31%3.85%-0.05%0.75%-0.18%4.22%29.15%
2018Fundo6.03%-1.79%0.90%-0.06%-8.50%-4.37%6.23%-4.62%1.26%9.49%3.97%1.35%8.75%
Ibov11.08%0.61%-0.08%0.91%-10.95%-5.02%8.67%-3.05%3.36%9.75%2.72%-2.05%14.60%
diferença-5.05%-2.40%0.98%-0.97%2.45%0.65%-2.44%-1.58%-2.10%-0.26%1.24%3.40%-5.85%
2017Fundo3.83%2.80%0.47%2.33%-1.96%1.19%3.98%4.31%4.39%-0.15%-1.45%4.09%26.27%
Ibov7.13%3.38%-2.67%0.65%-4.16%0.61%4.58%7.36%4.63%0.27%-3.30%6.37%26.75%
diferença-3.29%-0.58%3.13%1.67%2.20%0.58%-0.60%-3.05%-0.24%-0.41%1.86%-2.28%-0.48%
2016Fundo-0.63%0.93%10.62%5.03%-4.02%5.08%6.26%-1.83%-0.66%4.32%-6.84%-0.52%17.74%
Ibov-6.98%5.77%17.35%7.22%-9.84%6.13%11.58%0.45%1.13%11.21%-4.61%-2.93%38.24%
diferença6.35%-4.84%-6.72%-2.19%5.82%-1.05%-5.32%-2.27%-1.79%-6.88%-2.23%2.41%-20.50%
2015Fundo-2.82%5.42%0.52%5.13%-3.46%1.52%-2.06%-4.76%0.12%0.99%0.21%-0.28%-0.02%
Ibov-6.04%9.65%-1.02%10.34%-5.99%0.21%-4.06%-8.16%-4.21%2.23%-1.58%-3.59%-13.21%
diferença3.21%-4.23%1.54%-5.22%2.52%1.30%2.00%3.40%4.34%-1.25%1.79%3.31%13.19%
2014Fundo-5.42%1.81%4.03%1.42%0.78%3.57%0.80%6.87%-5.82%1.38%1.98%-4.66%6.04%
Ibov-7.52%-0.82%6.53%2.44%-0.62%3.42%5.11%9.87%-11.81%0.65%0.32%-8.67%-3.38%
diferença2.10%2.62%-2.50%-1.03%1.39%0.15%-4.31%-2.99%5.99%0.73%1.66%4.01%9.42%
2013Fundo0.52%-0.00%0.47%1.03%0.95%-2.55%2.27%1.23%2.33%3.46%0.68%-1.26%9.35%
Ibov-1.68%-4.34%-1.85%-1.18%-3.67%-11.34%1.76%4.61%3.62%2.75%-2.69%-2.03%-15.83%
diferença2.19%4.34%2.32%2.21%4.62%8.79%0.51%-3.38%-1.29%0.71%3.38%0.77%25.18%
2012Fundo3.60%5.49%0.86%0.41%-3.92%1.04%1.47%2.76%1.97%1.82%1.61%4.11%23.04%
Ibov9.01%4.13%-1.30%-4.84%-12.84%0.79%3.14%1.91%3.56%-3.63%0.82%5.65%4.66%
diferença-5.41%1.36%2.16%5.24%8.93%0.25%-1.67%0.85%-1.59%5.44%0.79%-1.54%18.38%

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