XP Advisory Portfolio Private IV

Detalhes:

Gestora: XP Advisory

CNPJ do fundo: 34.231.938/0001-34

Posição no ranking da categoria: 41º colocado

Gráfico de Retorno

Indicadores Quantitativos

Levando em conta o último mês "fechado".

Retorno Anualizado
12 meses: 9.8%24 meses: 5.6%36 meses: 2.6%48 meses: 4.4%
Volatilidade
12 meses: 4.8%24 meses: 5.9%36 meses: 6%
Retorno ajustado a risco
Sharpe 12 meses: -0.498Sortino 12 meses: -0.863Calmar 12 meses: -0.885Sharpe 36 meses: -1.085

Retornos Mensais

  JANFEVMARABRMAIJUNJULAGOSETOUTNOVDEZANUAL
AnoNome             
2024Fundo-0.82%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%-0.82%
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%
diferença-0.66%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%-0.66%
2023Fundo0.54%-0.92%0.01%1.09%2.72%2.07%2.00%-0.68%-0.94%-1.42%3.52%2.59%10.95%
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%
diferença0.05%-1.94%-2.92%-0.94%0.20%-0.11%1.12%-0.48%0.26%-0.85%1.08%-0.03%-5.19%
2022Fundo-0.81%0.12%2.30%-1.57%-0.18%-0.58%1.11%1.81%1.07%0.59%-2.49%-1.00%0.25%
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%
diferença-0.12%-0.42%-0.77%-2.40%-1.15%-1.34%2.36%0.55%-0.40%-0.81%-1.56%-0.51%-6.81%
2021Fundo0.56%0.10%0.20%1.37%0.75%0.51%-1.16%-0.17%-1.12%-1.68%-1.54%0.80%-1.42%
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%
diferença1.42%1.61%0.66%0.72%-0.31%0.09%-0.79%0.92%-0.98%0.87%-5.00%0.62%-0.11%
2020Fundo1.27%-1.65%-11.37%5.09%4.57%4.11%4.46%1.07%-1.66%-0.52%3.66%3.39%11.81%
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%
diferença1.01%-2.10%-4.40%3.78%3.05%2.06%0.07%2.87%-0.14%-0.73%1.66%-1.46%5.40%
2019Fundo0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.01%0.35%1.99%2.37%
IMA-B0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.09%-2.45%2.01%-0.41%
diferença0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%-0.08%2.81%-0.01%2.77%

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