XP Investor Long Biased

Detalhes:

Tipo de Fundo:

CNPJ do fundo: 18.993.924/0001-00

Posição no ranking da categoria: 45º colocado

Gráfico de Retorno

Indicadores Quantitativos

Levando em conta o último mês "fechado".

Retorno Anualizado
12 meses: -7.9%24 meses: -1.8%36 meses: -2.8%48 meses: 3.1%
Volatilidade
12 meses: 17.3%24 meses: 18.6%36 meses: 32.5%
Retorno ajustado a risco
Sharpe 12 meses: -0.892Sortino 12 meses: -1.333Calmar 12 meses: -0.448Sharpe 36 meses: -0.234

Retornos Mensais

  JANFEVMARABRMAIJUNJULAGOSETOUTNOVDEZANUAL
AnoNome             
2022Fundo5.73%0.86%3.50%0.01%3.15%-5.58%6.26%0.00%0.00%0.00%0.00%0.00%14.23%
Ibov7.12%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-1.39%0.01%-2.65%10.56%-0.51%5.78%1.73%0.00%0.00%0.00%0.00%0.00%15.72%
2021Fundo-2.93%-1.57%-0.74%1.76%5.48%5.66%-5.26%-6.90%-4.61%-10.48%0.74%0.65%-17.86%
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%
diferença0.64%2.93%-7.03%-0.18%-0.51%5.20%-1.40%-4.31%2.04%-4.08%2.07%-1.85%-5.78%
2020Fundo3.51%-6.43%-43.73%15.84%9.59%6.72%10.28%-0.23%-7.70%-2.49%11.81%4.13%-14.87%
Ibov-2.09%-7.62%-31.06%11.33%8.99%8.88%8.37%-3.62%-4.86%-0.43%15.82%9.19%3.07%
diferença5.61%1.19%-12.66%4.50%0.60%-2.16%1.91%3.38%-2.84%-2.06%-4.00%-5.06%-17.94%
2019Fundo8.32%-1.44%-2.11%1.89%1.98%3.50%0.90%1.44%1.44%1.04%2.51%7.86%30.36%
Ibov11.11%-2.29%-0.04%1.17%0.76%3.76%0.90%-0.38%3.48%2.20%1.09%6.59%31.48%
diferença-2.79%0.85%-2.06%0.72%1.21%-0.26%0.01%1.81%-2.04%-1.15%1.42%1.26%-1.11%
2018Fundo9.10%2.54%3.76%3.10%-3.98%-1.55%5.53%-6.97%0.40%13.47%1.83%1.03%30.17%
Ibov11.08%0.61%-0.08%0.91%-10.95%-5.02%8.67%-3.05%3.36%9.75%2.72%-2.05%14.60%
diferença-1.98%1.93%3.85%2.19%6.97%3.47%-3.14%-3.92%-2.96%3.72%-0.89%3.08%15.57%
2017Fundo7.71%1.57%-3.79%-2.02%-1.68%3.38%2.70%6.35%3.83%-0.14%-4.93%6.00%19.63%
Ibov7.13%3.38%-2.67%0.65%-4.16%0.61%4.58%7.36%4.63%0.27%-3.30%6.37%26.75%
diferença0.59%-1.81%-1.12%-2.67%2.48%2.77%-1.88%-1.01%-0.80%-0.40%-1.63%-0.37%-7.12%
2016Fundo3.07%8.16%14.53%9.18%-0.43%7.83%10.03%2.03%-0.44%10.21%-3.28%-0.08%78.19%
Ibov-6.98%5.77%17.35%7.22%-9.84%6.13%11.58%0.45%1.13%11.21%-4.61%-2.93%38.24%
diferença10.05%2.39%-2.81%1.97%9.40%1.71%-1.56%1.58%-1.56%-1.00%1.33%2.86%39.95%
2015Fundo-4.25%5.36%2.08%4.86%-5.98%2.73%3.65%-6.78%-0.10%6.58%1.64%0.08%9.16%
Ibov-6.04%9.65%-1.02%10.34%-5.99%0.21%-4.06%-8.16%-4.21%2.23%-1.58%-3.59%-13.21%
diferença1.79%-4.28%3.10%-5.48%0.00%2.51%7.71%1.38%4.11%4.35%3.22%3.68%22.37%
2014Fundo-6.51%2.98%3.23%5.51%3.30%3.02%3.50%6.44%-7.82%0.57%1.18%-7.42%6.75%
Ibov-7.52%-0.82%6.53%2.44%-0.62%3.42%5.11%9.87%-11.81%0.65%0.32%-8.67%-3.38%
diferença1.01%3.80%-3.31%3.06%3.92%-0.40%-1.61%-3.43%3.99%-0.07%0.86%1.26%10.14%
2013Fundo0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%3.07%1.73%-2.29%2.45%
Ibov0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%-0.92%-2.69%-2.03%-5.55%
diferença0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%3.99%4.42%-0.26%7.99%

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