Investment fund · CNPJ 01.909.558/0001-57
Investidores Institucionais Fundo de Investimento em Participações Multiestratégia
- Cancelado
- Return (12 months)
- +97.93%
- in June 2008
- Net assets
- R$1.6B
- in July 2008
- Shareholders
- —
- Sharpe (12 months)
- 1.01
- Volatility (12 months)
- 85.98%
- Quota
- 1,375.848181
Investidores Institucionais Fundo de Investimento em Participações Multiestratégia return vs. CDI
- Investidores Institucionais Fundo de Investimento em Participações Multiestratégia
- CDI
Return and risk by period
Volatility is annualized from the monthly returns; Sharpe compares the return above the CDI with that volatility.
| Metric | 12 months | 24 months | 36 months | 48 months |
|---|---|---|---|---|
| Return | +97.93% | +153.06% | +120.38% | +101.94% |
| CDI | +11.49% | +28.87% | +52.31% | +85.35% |
| % of CDI | 851.98% | 530.22% | 230.14% | 119.44% |
| Volatility | 85.98% | 75.95% | 62.99% | 54.91% |
| Sharpe | 1.01 | 0.60 | 0.24 | 0.05 |
Success rate against the CDI
- Windows of 12 months
- 34.15%
- Beat the CDI in this share of 41 windows
- Windows of 24 months
- 17.24%
- Beat the CDI in this share of 29 windows
- Windows of 36 months
- 29.41%
- Beat the CDI in this share of 17 windows
Consistency
- Positive months
- 24 months
- Negative months
- 28 months
- Largest drawdown
- -42.29%
- Months above the CDI
- 8 months
- Months below the CDI
- 44 months
- Best month
- +86.36%
- January 2008
- Worst month
- -21.11%
- July 2006
Investidores Institucionais Fundo de Investimento em Participações Multiestratégia return month by month
| Year | Series | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year | Accumulated |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2008 | Fund | 86.36% | 0.00% | 0.06% | 0.20% | 5.62% | 97.35% | 80.78% | |||||||
| CDI | 0.92% | 0.80% | 0.84% | 0.90% | 0.95% | 4.49% | |||||||||
| 2007 | Fund | 58.02% | 0.12% | 0.11% | -0.06% | 0.08% | 0.10% | 0.10% | -0.06% | 0.03% | 58.68% | -8.40% | |||
| CDI | 1.08% | 0.87% | 0.94% | 1.02% | 0.97% | 0.99% | 0.92% | 0.84% | 0.84% | 8.80% | |||||
| 2006 | Fund | 8.94% | -13.57% | 14.90% | -0.59% | -21.11% | -0.25% | 0.09% | -4.43% | -19.04% | -42.27% | ||||
| CDI | 1.43% | 1.42% | 1.28% | 1.18% | 1.17% | 1.25% | 1.09% | 1.02% | 10.27% | ||||||
| 2005 | Fund | -0.18% | -0.12% | 0.79% | -1.37% | 1.80% | 2.70% | -1.83% | -0.41% | 0.23% | 1.54% | -28.70% | |||
| CDI | 1.38% | 1.22% | 1.52% | 1.50% | 1.58% | 1.65% | 1.50% | 1.40% | 1.38% | 13.92% | |||||
| 2004 | Fund | 1.99% | -0.09% | 1.16% | -0.03% | -0.28% | -12.48% | -1.78% | -0.11% | -11.76% | -29.78% | ||||
| CDI | 1.37% | 1.17% | 1.22% | 1.22% | 1.29% | 1.24% | 1.25% | 1.48% | 10.71% |
Show 2 earlier years
| Year | Series | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year | Accumulated |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2003 | Fund | 0.18% | -0.15% | -9.14% | -0.04% | 0.45% | -0.05% | -2.34% | -0.08% | -0.13% | -11.10% | -20.42% | |||
| CDI | 1.97% | 1.83% | 1.77% | 1.87% | 1.85% | 2.08% | 1.67% | 1.63% | 1.37% | 17.23% | |||||
| 2002 | Fund | 0.03% | -10.44% | -0.05% | -0.03% | -10.48% | -10.48% | ||||||||
| CDI | 1.53% | 1.38% | 1.64% | 1.73% | 6.43% |
Fund history
Investidores Institucionais Fundo de Investimento em Participações Multiestratégia details
- CNPJ
- 01.909.558/0001-57
- Status
- Cancelado
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Create a free accountQuestions about Investidores Institucionais Fundo de Investimento em Participações Multiestratégia
How much did Investidores Institucionais Fundo de Investimento em Participações Multiestratégia return in the last 12 months?
+97.93% in the 12 months up to June 2008, or 851.98% of the CDI in the same period.
Does Investidores Institucionais Fundo de Investimento em Participações Multiestratégia usually beat the CDI?
It returned more than the CDI in 34.15% of the 41 twelve-month windows since May 2002.
What was the largest drop of Investidores Institucionais Fundo de Investimento em Participações Multiestratégia?
The quota fell at most -42.29% from a previous peak between May 2002 and June 2008.
How big is Investidores Institucionais Fundo de Investimento em Participações Multiestratégia?
Net assets of R$1.6B in June 2008.