XP Advisory Portfólio Private I

Detalhes:

Gestora: XP Advisory

CNPJ do fundo: 34.231.926/0001-00

Posição no ranking da categoria: 15º colocado

Gráfico de Retorno

Indicadores Quantitativos

Levando em conta o último mês "fechado".

Retorno Anualizado
12 meses: 12.3%24 meses: 10.9%36 meses: 9%48 meses: 7.3%
Volatilidade
12 meses: 0.9%24 meses: 1.6%36 meses: 1.4%
Retorno ajustado a risco
Sharpe 12 meses: -0.375Sortino 12 meses: -0.267Calmar 12 meses: -1.085Sharpe 36 meses: -0.482

Retornos Mensais

  JANFEVMARABRMAIJUNJULAGOSETOUTNOVDEZANUAL
AnoNome             
2024Fundo0.95%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.95%
CDI0.97%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.97%
diferença-0.01%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%-0.01%
2023Fundo0.39%0.56%0.89%0.82%1.13%1.04%1.18%1.37%0.81%0.66%1.18%1.14%11.77%
CDI1.12%0.92%1.17%0.92%1.12%1.07%1.07%1.14%0.97%1.00%0.92%0.89%13.04%
diferença-0.73%-0.35%-0.28%-0.09%0.00%-0.03%0.11%0.23%-0.16%-0.34%0.27%0.25%-1.26%
2022Fundo0.49%0.84%1.52%1.06%1.07%0.78%0.62%0.94%1.06%1.02%0.18%0.39%10.44%
CDI0.73%0.76%0.93%0.83%1.03%1.02%1.03%1.17%1.07%1.02%1.02%1.12%12.39%
diferença-0.24%0.08%0.59%0.22%0.04%-0.24%-0.42%-0.23%-0.01%0.00%-0.84%-0.73%-1.95%
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%

Em breve teremos conteúdo (video, podcast etc.) sobre esse fundo.

Todos os conteúdo do site são inseridos manualmente, após curadoria.


XP Advisory Portfólio Private I vale a pena?

Todo fundo de investimentos apresenta riscos. O importante é estudar fundo, conhecer o gestor e se familiarizar com a estratégia.

A ideia do nosso é website é justante te ajudar a se informar para tomar decisões conscientes.