Índice Carteira Perfeita de Fundos Long and Short Direcionais – ICP-LSD

Gráfico de Retorno


Retornos Mensais

  JANFEVMARABRMAIJUNJULAGOSETOUTNOVDEZANUAL
AnoNome             
2023Fundo1.31%-0.10%0.10%0.08%2.81%2.74%1.78%-0.52%0.67%-0.50%2.30%1.80%13.13%
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%
diferença0.82%-1.13%-2.82%-1.95%0.29%0.57%0.89%-0.32%1.87%0.07%-0.14%-0.82%-3.01%
2022Fundo0.48%-0.15%0.62%0.62%0.57%-0.67%1.60%3.61%0.87%1.62%-1.51%0.69%8.60%
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%
diferença1.17%-0.70%-2.45%-0.21%-0.39%-1.42%2.86%2.35%-0.60%0.23%-0.58%1.18%1.54%
2021Fundo0.03%1.06%0.54%1.70%1.26%0.60%-0.74%-0.30%-0.93%-1.99%-0.48%1.78%2.47%
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%
diferença0.88%2.58%1.00%1.04%0.20%0.18%-0.37%0.79%-0.80%0.55%-3.95%1.60%3.78%
2020Fundo1.58%-1.51%-7.57%3.85%2.05%2.88%2.15%0.89%-2.19%-0.53%1.50%1.87%4.53%
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%
diferença1.32%-1.95%-0.60%2.54%0.53%0.83%-2.23%2.68%-0.68%-0.74%-0.50%-2.98%-1.87%
2019Fundo2.37%-0.20%-0.06%0.61%0.54%1.63%1.34%0.26%-0.22%1.48%1.14%3.60%13.15%
IMA-B4.37%0.55%0.58%1.51%3.66%3.73%1.29%-0.40%2.86%3.36%-2.45%2.01%22.95%
diferença-2.00%-0.75%-0.64%-0.90%-3.12%-2.10%0.05%0.66%-3.08%-1.89%3.59%1.60%-9.80%
2018Fundo2.55%1.38%1.75%1.36%-0.19%0.12%1.45%-0.62%0.23%2.29%1.19%1.24%13.49%
IMA-B3.40%0.55%0.94%-0.14%-3.16%-0.32%2.32%-0.45%-0.15%7.14%0.90%1.65%13.06%
diferença-0.85%0.84%0.81%1.51%2.97%0.44%-0.86%-0.17%0.38%-4.84%0.28%-0.41%0.43%
2017Fundo3.27%2.03%0.28%0.95%-0.76%1.26%1.73%1.84%2.16%0.79%-1.38%1.35%14.31%
IMA-B1.87%3.85%1.04%-0.32%-1.19%0.16%4.00%1.34%1.81%-0.38%-0.76%0.83%12.79%
diferença1.40%-1.82%-0.76%1.27%0.43%1.10%-2.27%0.50%0.35%1.17%-0.62%0.52%1.51%
2016Fundo0.17%0.30%-0.26%0.71%1.09%1.45%3.46%1.92%1.00%3.29%-0.07%1.71%15.73%
IMA-B1.91%2.26%5.31%3.93%-0.10%1.93%2.51%0.89%1.57%0.64%-1.22%2.91%24.81%
diferença-1.74%-1.97%-5.57%-3.21%1.19%-0.48%0.95%1.04%-0.57%2.65%1.15%-1.20%-9.08%
2015Fundo-0.64%1.14%2.68%0.39%1.25%1.44%3.62%0.60%1.40%-0.21%0.75%1.18%14.41%
IMA-B3.12%0.54%-0.28%2.44%2.57%-0.27%-0.73%-3.11%-0.68%2.58%1.03%1.52%8.88%
diferença-3.76%0.60%2.96%-2.05%-1.32%1.71%4.35%3.72%2.08%-2.79%-0.28%-0.34%5.53%
2014Fundo0.17%0.48%0.63%0.88%1.54%1.04%0.60%1.83%-0.17%0.78%2.12%0.86%11.27%
IMA-B-2.55%4.44%0.71%2.42%4.27%0.06%1.13%4.82%-3.53%2.08%2.14%-1.91%14.54%
diferença2.72%-3.96%-0.08%-1.54%-2.73%0.99%-0.53%-2.99%3.36%-1.30%-0.03%2.77%-3.28%
2013Fundo1.59%0.58%1.41%0.77%1.12%-0.09%1.10%0.11%-0.29%1.23%1.44%0.50%9.87%
IMA-B0.54%-0.88%-1.88%1.58%-4.52%-2.79%1.29%-2.61%0.39%0.91%-3.59%1.31%-10.02%
diferença1.06%1.46%3.29%-0.81%5.63%2.70%-0.19%2.72%-0.68%0.32%5.03%-0.80%19.88%
2012Fundo1.57%1.56%1.59%1.36%0.01%0.92%1.51%1.41%0.82%0.90%1.10%1.62%15.33%
IMA-B1.34%2.17%1.91%4.42%1.97%-0.50%2.88%1.81%1.43%3.80%0.53%1.92%26.31%
diferença0.24%-0.62%-0.32%-3.06%-1.95%1.42%-1.37%-0.40%-0.61%-2.90%0.56%-0.30%-10.98%

Correlação com fundos

Correlação dos fundos dessa categoria com o índice nos últimos 24 meses.

CNPJNomeCorrelação
31455960000170KADIMA LONG SHORT PLUS FIC FIA0.125
14812722000155AZ QUEST TOTAL RETURN FIC DE FIM0.233
12430199000177NAVI LONG SHORT FIC DE FIM0.305
17164789000119OCCAM LONG & SHORT PLUS FIC DE FIM0.344
09068336000160PERFIN EQUITY HEDGE FIC DE FIM0.392
28911549000157REAL INVESTOR FIC DE FIM0.409
24140256000162MOAT CAPITAL EQUITY HEDGE FIC DE FIM0.416
40575693000165TÁVOLA EQUITY HEDGE FIM0.518
05936530000160IP VALUE HEDGE FIC DE FIM IE0.553
38049108000141MERAKI EQUITY HEDGE FIC DE FIM0.588
05109839000186CLARITAS LONG SHORT FIC DE FIM0.621
25423215000146SOLANA EQUITY HEDGE FIC DE FIM0.626
28911598000190NEST ABSOLUTE EQUITY HEDGE FIM0.637
06170653000103HOGAN ABSOLUTO FIM0.675
14799785000119BTG PACTUAL ABSOLUTO LS FIC DE FIA0.741
13608337000128APEX EQUITY HEDGE FIM0.744
17441634000182RPS TOTAL RETURN FIC DE FIM0.755
25530044000154RPS EQUITY HEDGE D15 FIC DE FIM0.760
07013315000112POLO NORTE I LONG SHORT FIC DE FIM0.763