Investment fund · CNPJ 09.327.501/0001-51
Orbix Fundo de Investimento Financeiro em Ações
- Ações
- Ações Invest. no Exterior
- Em Funcionamento Normal
- Return (12 months)
- +535.53%
- in September 2026
- Net assets
- R$5bn
- in September 2026
- Shareholders
- 2
- Sharpe (12 months)
- 1.20
- Volatility (12 months)
- 439.30%
- Quota
- 66.830614
Orbix Fundo de Investimento Financeiro em Ações return vs. CDI
- Orbix Fundo de Investimento Financeiro em Ações
- CDI
Return and risk by period
Volatility is annualised from the monthly returns; Sharpe compares the return above the CDI with that volatility.
| Metric | 12 months |
|---|---|
| Return | +535.53% |
| CDI | +9.99% |
| % of CDI | 5,361.24% |
| Volatility | 439.30% |
| Sharpe | 1.20 |
Success rate against the CDI
- Windows of 12 months
- 100.00%
- Beat the CDI in this share of 2 windows
Consistency
- Positive months
- 12 months
- Negative months
- 1 months
- Largest drawdown
- -0.66%
- Months above the CDI
- 11 months
- Months below the CDI
- 2 months
- Best month
- +440.77%
- August 2026
- Worst month
- -0.09%
- May 2010
Orbix Fundo de Investimento Financeiro em Ações return month by month
| Year | Series | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sept | Oct | Nov | Dec | Year | Accumulated |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | Fund | 440.77% | 1.36% | 448.14% | 568.24% | ||||||||||
| CDI | 1.09% | 1.08% | 2.18% | ||||||||||||
| 2010 | Fund | 1.54% | 0.17% | -0.09% | 0.87% | 2.97% | 5.55% | 21.91% | |||||||
| CDI | 0.76% | 0.66% | 0.75% | 0.79% | 0.89% | 3.91% | |||||||||
| 2009 | Fund | 5.15% | 2.18% | 1.04% | 1.80% | 2.71% | 1.76% | 15.50% | 15.50% | ||||||
| CDI | 0.75% | 0.78% | 0.69% | 0.69% | 0.66% | 0.72% | 4.37% |
Fund history
Orbix Fundo de Investimento Financeiro em Ações details
- CNPJ
- 09.327.501/0001-51
- CVM class
- Ações
- ANBIMA type
- Ações Invest. no Exterior
- Status
- Em Funcionamento Normal
- Benchmark
- Ibovespa
- Auditor
- DELOITTE TOUCHE TOHMATSU AUDITORES INDEPENDENTES LTDA.
- Started on
- 19/03/2025
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Create a free accountQuestions about Orbix Fundo de Investimento Financeiro em Ações
How much did Orbix Fundo de Investimento Financeiro em Ações return in the last 12 months?
+535.53% in the 12 months up to September 2026, or 5,361.24% of the CDI in the same period.
Does Orbix Fundo de Investimento Financeiro em Ações usually beat the CDI?
It returned more than the CDI in 100.00% of the 2 twelve-month windows since April 2009.
What was the largest drop of Orbix Fundo de Investimento Financeiro em Ações?
The quota fell at most -0.66% from a previous peak between April 2009 and September 2026.
How big is Orbix Fundo de Investimento Financeiro em Ações?
Net assets of R$5bn and 2 shareholders in September 2026.