XP Advisory Portfolio Private III

Detalhes:

Gestora: XP Advisory

CNPJ do fundo: 31.392.557/0001-49

Posição no ranking da categoria: 42º colocado

Gráfico de Retorno

Indicadores Quantitativos

Levando em conta o último mês "fechado".

Retorno Anualizado
12 meses: 0.4%24 meses: 1.4%36 meses: 0.2%48 meses: 2.5%
Volatilidade
12 meses: 0.7%24 meses: 5.7%36 meses: 5.4%
Retorno ajustado a risco
Sharpe 12 meses: -2.492Sortino 12 meses: -0.667Calmar 12 meses: -0.687Sharpe 36 meses: -1.173

Retornos Mensais

  JANFEVMARABRMAIJUNJULAGOSETOUTNOVDEZANUAL
AnoNome             
2024Fundo0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
IMA-B-0.15%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%-0.15%
diferença0.15%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.15%
2023Fundo0.28%-0.53%0.20%0.29%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.23%
IMA-B0.49%1.03%2.92%2.03%2.52%2.18%0.89%-0.20%-1.20%-0.57%2.44%2.62%16.13%
diferença-0.22%-1.55%-2.73%-1.74%-2.52%-2.18%-0.89%0.20%1.20%0.57%-2.44%-2.62%-15.90%
2022Fundo-0.45%0.34%1.94%-1.19%0.16%-0.58%1.12%1.68%1.16%0.54%-2.07%-1.05%1.53%
IMA-B-0.69%0.54%3.07%0.83%0.96%0.75%-1.26%1.26%1.47%1.39%-0.93%-0.49%7.06%
diferença0.24%-0.20%-1.13%-2.02%-0.81%-1.33%2.38%0.41%-0.31%-0.85%-1.14%-0.56%-5.53%
2021Fundo0.55%0.01%0.00%1.28%0.53%0.45%-0.90%0.05%-0.73%-1.40%-1.06%0.77%-0.48%
IMA-B-0.85%-1.52%-0.46%0.65%1.06%0.42%-0.37%-1.09%-0.13%-2.54%3.47%0.18%-1.31%
diferença1.40%1.53%0.46%0.63%-0.53%0.03%-0.52%1.13%-0.59%1.15%-4.53%0.59%0.83%
2020Fundo0.76%-1.07%-7.73%3.79%3.09%3.14%3.70%0.76%-1.28%-0.37%2.75%3.01%10.41%
IMA-B0.26%0.45%-6.97%1.31%1.52%2.05%4.39%-1.80%-1.51%0.21%2.00%4.85%6.41%
diferença0.50%-1.52%-0.76%2.48%1.57%1.09%-0.69%2.56%0.23%-0.58%0.75%-1.84%4.00%
2019Fundo0.00%0.00%0.00%0.00%0.00%0.78%0.31%0.12%1.29%1.48%-0.09%2.13%6.15%
IMA-B0.00%0.00%0.00%0.00%0.00%2.45%1.29%-0.40%2.86%3.36%-2.45%2.01%9.33%
diferença0.00%0.00%0.00%0.00%0.00%-1.67%-0.98%0.52%-1.57%-1.88%2.36%0.13%-3.18%

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