XP Advisory Portfolio Private IV

Detalhes:

Gestora: XP Advisory

CNPJ do fundo: 34.231.938/0001-34

Posição no ranking da categoria: 38º colocado

Gráfico de Retorno

Indicadores Quantitativos

Levando em conta o último mês "fechado".

Retorno Anualizado
12 meses: -3.3%24 meses: 2.3%36 meses: 0%48 meses: 0%
Volatilidade
12 meses: 6.1%24 meses: 6.6%36 meses: 0%
Retorno ajustado a risco
Sharpe 12 meses: -1.849Sortino 12 meses: -2.764Calmar 12 meses: -1.879Sharpe 36 meses: 0

Retornos Mensais

  JANFEVMARABRMAIJUNJULAGOSETOUTNOVDEZANUAL
AnoNome             
2022Fundo-0.81%0.12%2.30%-1.57%-0.18%-0.58%1.11%0.00%0.00%0.00%0.00%0.00%0.33%
IMA-B-0.69%0.54%3.07%0.83%0.96%0.75%-1.26%0.00%0.00%0.00%0.00%0.00%4.24%
diferença-0.12%-0.42%-0.77%-2.40%-1.15%-1.34%2.36%0.00%0.00%0.00%0.00%0.00%-3.91%
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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