XP Advisory Portfólio Private I

Detalhes:

Gestora: XP Advisory

CNPJ do fundo: 34.231.926/0001-00

Posição no ranking da categoria: 9º colocado

Gráfico de Retorno

Indicadores Quantitativos

Levando em conta o último mês "fechado".

Retorno Anualizado
12 meses: 9.7%24 meses: 6.3%36 meses: 0%48 meses: 0%
Volatilidade
12 meses: 1%24 meses: 1.1%36 meses: 0%
Retorno ajustado a risco
Sharpe 12 meses: 0.203Sortino 12 meses: 0.359Calmar 12 meses: 0.361Sharpe 36 meses: 0

Retornos Mensais

  JANFEVMARABRMAIJUNJULAGOSETOUTNOVDEZANUAL
AnoNome             
2022Fundo0.49%0.84%1.52%1.06%1.07%0.78%0.62%0.00%0.00%0.00%0.00%0.00%6.55%
CDI0.73%0.76%0.93%0.83%1.03%1.02%1.03%0.00%0.00%0.00%0.00%0.00%6.51%
diferença-0.24%0.08%0.59%0.22%0.04%-0.24%-0.42%0.00%0.00%0.00%0.00%0.00%0.04%
2021Fundo0.01%0.01%0.22%0.56%0.39%0.39%0.29%0.41%0.48%0.03%1.19%0.78%4.86%
CDI0.15%0.14%0.20%0.21%0.27%0.31%0.35%0.43%0.44%0.49%0.59%0.77%4.43%
diferença-0.14%-0.12%0.02%0.36%0.12%0.08%-0.07%-0.01%0.04%-0.46%0.60%0.01%0.43%
2020Fundo0.61%0.31%-1.87%0.23%0.59%0.78%1.00%0.01%-0.26%0.13%0.40%1.29%3.23%
CDI0.38%0.29%0.34%0.28%0.23%0.21%0.19%0.16%0.16%0.16%0.15%0.17%2.76%
diferença0.23%0.01%-2.21%-0.05%0.35%0.57%0.80%-0.15%-0.42%-0.03%0.25%1.12%0.47%
2019Fundo0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.06%-0.13%0.50%0.42%
CDI0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.08%0.38%0.37%0.84%
diferença0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%-0.02%-0.52%0.12%-0.42%

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