Detalhes:
Tipo de Fundo: Ações Long Only
Gestora: XP Asset Management
CNPJ do fundo: 37.466.946/0001-58
Posição no ranking da categoria: 68º colocado
Gráfico de Retorno
Indicadores Quantitativos
Levando em conta o último mês "fechado".
Retorno Anualizado
12 meses: -21.4%24 meses: 0%36 meses: 0%48 meses: 0%Volatilidade
12 meses: 20.8%24 meses: 0%36 meses: 0%Retorno ajustado a risco
Sharpe 12 meses: -1.317Sortino 12 meses: -2.079Calmar 12 meses: -0.873Sharpe 36 meses: 0Retornos Mensais
JAN | FEV | MAR | ABR | MAI | JUN | JUL | AGO | SET | OUT | NOV | DEZ | ANUAL | ||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Ano | Nome | |||||||||||||
2022 | Fundo | 6.87% | -1.57% | 6.21% | -9.01% | -0.51% | -8.83% | 6.05% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | -2.21% |
Ibov | 7.12% | 0.85% | 6.15% | -10.55% | 3.66% | -11.36% | 4.53% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | -1.49% | |
diferença | -0.25% | -2.42% | 0.06% | 1.55% | -4.17% | 2.54% | 1.53% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | -0.72% | |
2021 | Fundo | -5.41% | -2.06% | 0.98% | 1.26% | 3.85% | 2.51% | -5.95% | -8.47% | -9.45% | -6.66% | 4.40% | -0.46% | -23.75% |
Ibov | -3.57% | -4.50% | 6.29% | 1.94% | 5.99% | 0.46% | -3.86% | -2.59% | -6.65% | -6.39% | -1.33% | 2.49% | -12.08% | |
diferença | -1.84% | 2.43% | -5.31% | -0.67% | -2.14% | 2.05% | -2.09% | -5.88% | -2.80% | -0.27% | 5.74% | -2.95% | -11.67% | |
2020 | Fundo | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | -0.03% | -0.03% |
Ibov | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | |
diferença | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | -0.03% | -0.03% |
Em breve teremos conteúdo (video, podcast etc.) sobre esse fundo.
Todos os conteúdo do site são inseridos manualmente, após curadoria.
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