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

Gráfico de Retorno

Retornos Mensais

    JAN FEV MAR ABR MAI JUN JUL AGO SET OUT NOV DEZ ANUAL
Ano Nome                          
2026 Fundo 1.25% -0.40% -0.70% 0.97% 0.38% 0.84% 0.17% 1.09% 1.36% 0.00% 0.00% 0.00% 5.05%
IMA-B 1.26% 1.83% 0.06% 1.55% 0.50% -1.10% 0.58% 1.73% 3.41% 0.00% 0.00% 0.00% 10.19%
diferença -0.01% -2.23% -0.76% -0.58% -0.12% 1.94% -0.41% -0.63% -2.06% 0.00% 0.00% 0.00% -5.14%
2025 Fundo 1.29% -0.08% -0.06% 2.81% 4.11% 1.55% -0.53% 2.21% 1.44% 1.67% 1.77% 0.22% 17.58%
IMA-B 0.60% 0.56% 1.62% 2.14% 1.63% 1.50% -1.07% 1.14% 0.34% 0.96% 2.25% 0.08% 12.34%
diferença 0.69% -0.64% -1.67% 0.67% 2.47% 0.05% 0.54% 1.06% 1.10% 0.71% -0.48% 0.15% 5.24%
2024 Fundo -0.18% 0.99% 1.33% -1.68% -0.65% 0.38% 1.61% 1.63% -0.30% 0.79% 0.18% 0.05% 4.18%
IMA-B -0.15% 0.50% 0.00% -1.47% 1.06% -0.81% 1.84% 0.68% -0.44% -0.96% 0.04% -2.25% -2.02%
diferença -0.02% 0.48% 1.33% -0.21% -1.70% 1.19% -0.22% 0.94% 0.15% 1.75% 0.15% 2.30% 6.20%
2023 Fundo 1.31% -0.10% 0.09% 0.41% 2.48% 2.74% 1.78% -0.52% 0.67% -0.50% 2.30% 1.80% 13.13%
IMA-B 0.49% 1.03% 2.92% 2.03% 2.52% 2.18% 0.89% -0.20% -1.20% -0.57% 2.44% 2.62% 16.13%
diferença 0.82% -1.12% -2.83% -1.62% -0.04% 0.57% 0.89% -0.32% 1.87% 0.07% -0.14% -0.82% -3.01%
2022 Fundo 0.48% -0.15% 0.62% 0.62% 0.57% -0.67% 1.60% 3.61% 0.89% 1.61% -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%
diferença 1.17% -0.70% -2.45% -0.21% -0.39% -1.42% 2.86% 2.35% -0.58% 0.22% -0.57% 1.18% 1.54%
2021 Fundo 0.03% 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%
diferença 0.88% 2.58% 1.00% 1.04% 0.20% 0.18% -0.37% 0.79% -0.80% 0.55% -3.95% 1.60% 3.78%
2020 Fundo 1.58% -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-B 0.26% 0.45% -6.97% 1.31% 1.52% 2.05% 4.39% -1.80% -1.51% 0.21% 2.00% 4.85% 6.41%
diferença 1.32% -1.95% -0.60% 2.54% 0.53% 0.83% -2.23% 2.68% -0.68% -0.74% -0.50% -2.98% -1.87%
2019 Fundo 2.37% -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-B 4.37% 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%
2018 Fundo 2.55% 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-B 3.40% 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%
2017 Fundo 3.27% 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-B 1.87% 3.85% 1.04% -0.32% -1.19% 0.16% 4.00% 1.34% 1.81% -0.38% -0.76% 0.83% 12.79%
diferença 1.40% -1.82% -0.76% 1.27% 0.43% 1.10% -2.27% 0.50% 0.35% 1.17% -0.62% 0.52% 1.51%
2016 Fundo 0.17% 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-B 1.91% 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%
2015 Fundo -0.64% 1.14% 2.68% 0.39% 1.27% 1.44% 3.62% 0.60% 1.40% -0.21% 0.75% 1.18% 14.43%
IMA-B 3.12% 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% -1.30% 1.71% 4.35% 3.72% 2.08% -2.79% -0.28% -0.34% 5.55%
2014 Fundo 0.17% 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%
diferença 2.72% -3.96% -0.08% -1.54% -2.73% 0.99% -0.53% -2.99% 3.36% -1.30% -0.03% 2.77% -3.28%
2013 Fundo 1.60% 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-B 0.54% -0.88% -1.88% 1.58% -4.52% -2.79% 1.29% -2.61% 0.39% 0.91% -3.59% 1.31% -10.02%
diferença 1.06% 1.46% 3.29% -0.81% 5.63% 2.70% -0.19% 2.72% -0.68% 0.32% 5.03% -0.80% 19.89%
2012 Fundo 1.57% 1.56% 1.59% 1.36% 0.01% 0.92% 1.51% 1.41% 0.82% 0.90% 1.09% 1.62% 15.34%
IMA-B 1.34% 2.17% 1.91% 4.42% 1.97% -0.50% 2.88% 1.81% 1.43% 3.80% 0.53% 1.92% 26.31%
diferença 0.24% -0.62% -0.32% -3.06% -1.95% 1.42% -1.37% -0.40% -0.61% -2.90% 0.56% -0.30% -10.97%
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Correlação com fundos

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

CNPJ Nome Correlação
31455960000170 KADIMA LONG SHORT PLUS FIC DE FI FINANCEIRO EM AÇÕES - RL 0.286
28911549000157 REAL INVESTOR FIC DE FIM 0.287
40575693000165 TÁVOLA EQUITY HEDGE 15 FIM 0.291
38049108000141 MERAKI EQUITY HEDGE FIC DE FIM 0.321
28911598000190 NEST ABSOLUTE LONG BIAS FI FINANCEIRO MULTIMERCADO - RL 0.359
12430199000177 NAVI LONG SHORT FIC DE FIM 0.511
14812722000155 AZ QUEST TOTAL RETURN FIC DE FIM 0.553
17164789000119 OCCAM LONG & SHORT PLUS FI EM COTAS DE FIF MULTIMERCADO - RL 0.571
13608337000128 APEX EQUITY HEDGE FI FINANCEIRO MULTIMERCADO - RL 0.586
24140256000162 MOAT CAPITAL EQUITY HEDGE FIC DE FIM 0.612
05936530000160 IP VALUE HEDGE FIC DE FIM IE 0.629
06170653000103 HOGAN ABSOLUTO FI FINANCEIRO MULTIMERCADO - RL 0.677
07013315000112 POLO NORTE I LONG SHORT FIC DE FIM 0.677
25423215000146 SOLANA EQUITY HEDGE FIC DE FIM 0.710
05109839000186 PRINCIPAL CLARITAS LONG SHORT FIC DE FIM 0.712
25530044000154 RPS EQUITY HEDGE D15 FIC DE FIM 0.734
17441634000182 RPS TOTAL RETURN FIC DE FIM 0.735
14799785000119 BTG PACTUAL ABSOLUTO LS FIC DE FIA 0.771
09068336000160 PERFIN EQUITY HEDGE FIC DE FIM NaN