XP Long Term Equity

Detalhes:

Tipo de Fundo:

CNPJ do fundo: 33.755.581/0001-20

Posição no ranking da categoria: 61º colocado

Gráfico de Retorno

Indicadores Quantitativos

Levando em conta o último mês "fechado".

Retorno Anualizado
12 meses: -25.9%24 meses: -7.1%36 meses: 3.2%48 meses: 0%
Volatilidade
12 meses: 20.5%24 meses: 19.9%36 meses: 28.5%
Retorno ajustado a risco
Sharpe 12 meses: -1.536Sortino 12 meses: -2.355Calmar 12 meses: -1.003Sharpe 36 meses: -0.063

Retornos Mensais

  JANFEVMARABRMAIJUNJULAGOSETOUTNOVDEZANUAL
AnoNome             
2022Fundo2.61%0.26%4.52%-10.21%0.43%-3.64%5.39%0.00%0.00%0.00%0.00%0.00%-1.53%
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-4.51%-0.60%-1.63%0.34%-3.22%7.73%0.87%0.00%0.00%0.00%0.00%0.00%-0.04%
2021Fundo-0.66%-4.34%-0.49%3.62%2.29%2.69%-2.13%-3.57%-5.26%-11.01%-6.61%-0.95%-24.23%
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%
diferença2.91%0.15%-6.77%1.69%-3.70%2.23%1.73%-0.98%1.39%-4.62%-5.27%-3.44%-12.15%
2020Fundo2.97%-4.07%-29.78%9.25%7.38%8.54%10.78%1.19%-1.80%-0.93%11.70%5.33%13.33%
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%
diferença5.06%3.55%1.29%-2.08%-1.61%-0.34%2.41%4.81%3.06%-0.50%-4.11%-3.86%10.26%
2019Fundo0.00%0.00%0.00%0.00%0.00%0.14%6.34%5.34%5.73%3.27%4.39%9.18%39.59%
Ibov0.00%0.00%0.00%0.00%0.00%0.04%0.90%-0.38%3.48%2.20%1.09%6.59%14.59%
diferença0.00%0.00%0.00%0.00%0.00%0.09%5.44%5.72%2.25%1.08%3.31%2.59%25.00%

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