Investment fund · CNPJ 02.296.928/0001-90
BB Institucional Fundo de Investimento Financeiro Renda Fixa
- Renda Fixa
- Renda Fixa Duração Média Grau de Invest.
- Em Funcionamento Normal
- Return (12 months)
- +408.67%
- in October 2026
- Net assets
- R$3.4B
- in October 2026
- Shareholders
- 227
- Sharpe (12 months)
- 1.12
- Volatility (12 months)
- 355.37%
- Quota
- 17.107134
BB Institucional Fundo de Investimento Financeiro Renda Fixa return vs. CDI
- BB Institucional Fundo de Investimento Financeiro Renda Fixa
- 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 | +408.67% | +497.76% | +604.71% | +792.78% |
| CDI | +9.30% | +22.27% | +37.10% | +61.90% |
| % of CDI | 4,393.65% | 2,234.64% | 1,629.89% | 1,280.83% |
| Volatility | 355.37% | 251.16% | 205.03% | 177.48% |
| Sharpe | 1.12 | 0.53 | 0.39 | 0.34 |
Success rate against the CDI
- Windows of 12 months
- 100.00%
- Beat the CDI in this share of 46 windows
- Windows of 24 months
- 100.00%
- Beat the CDI in this share of 34 windows
- Windows of 36 months
- 100.00%
- Beat the CDI in this share of 22 windows
Consistency
- Positive months
- 57 months
- Negative months
- 0 months
- Largest drawdown
- 0.00%
- Months above the CDI
- 46 months
- Months below the CDI
- 11 months
- Best month
- +356.36%
- August 2026
- Worst month
- +0.10%
- October 2026
BB Institucional Fundo de Investimento Financeiro Renda Fixa return month by month
| Year | Series | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year | Accumulated |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | Fund | 356.36% | 1.07% | 0.10% | 361.73% | 933.33% | |||||||||
| CDI | 1.09% | 1.08% | 0.15% | 2.34% | |||||||||||
| 2010 | Fund | 2.11% | 0.69% | 0.78% | 0.91% | 1.80% | 6.44% | 123.80% | |||||||
| CDI | 0.76% | 0.66% | 0.75% | 0.79% | 0.89% | 3.91% | |||||||||
| 2009 | Fund | 2.92% | 0.86% | 1.65% | 0.87% | 0.55% | 0.71% | 1.40% | 0.80% | 10.16% | 110.26% | ||||
| CDI | 0.97% | 0.84% | 0.75% | 0.78% | 0.69% | 0.69% | 0.66% | 0.72% | 6.26% | ||||||
| 2008 | Fund | 0.98% | 0.83% | 0.73% | 0.91% | 1.81% | 1.05% | 2.02% | 0.87% | 1.76% | 11.50% | 90.87% | |||
| CDI | 0.92% | 0.80% | 0.84% | 0.90% | 0.95% | 1.06% | 1.10% | 1.17% | 1.11% | 9.21% | |||||
| 2007 | Fund | 2.14% | 0.94% | 2.25% | 1.08% | 1.76% | 0.74% | 1.79% | 0.75% | 0.76% | 12.88% | 71.19% | |||
| CDI | 1.08% | 0.87% | 0.94% | 1.02% | 0.97% | 0.99% | 0.92% | 0.84% | 0.84% | 8.80% |
Show 3 earlier years
| Year | Series | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year | Accumulated |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2006 | Fund | 3.03% | 2.69% | 2.30% | 1.22% | 1.21% | 1.34% | 2.33% | 1.07% | 16.22% | 51.66% | ||||
| CDI | 1.43% | 1.42% | 1.28% | 1.18% | 1.17% | 1.25% | 1.09% | 1.02% | 10.27% | ||||||
| 2005 | Fund | 1.47% | 1.25% | 1.58% | 2.94% | 1.59% | 3.18% | 1.52% | 1.44% | 1.46% | 17.65% | 30.49% | |||
| CDI | 1.38% | 1.22% | 1.52% | 1.50% | 1.58% | 1.65% | 1.50% | 1.40% | 1.38% | 13.92% | |||||
| 2004 | Fund | 1.12% | 1.42% | 2.60% | 1.17% | 2.57% | 1.59% | 10.92% | 10.92% | ||||||
| CDI | 1.22% | 1.22% | 1.29% | 1.24% | 1.25% | 1.48% | 7.95% |
Fund history
BB Institucional Fundo de Investimento Financeiro Renda Fixa details
- CNPJ
- 02.296.928/0001-90
- CVM class
- Renda Fixa
- ANBIMA type
- Renda Fixa Duração Média Grau de Invest.
- Status
- Em Funcionamento Normal
- Benchmark
- DI de um dia
- Auditor
- KPMG AUDITORES INDEPENDENTES LTDA.
- Started on
- 06/02/2025
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Create a free accountQuestions about BB Institucional Fundo de Investimento Financeiro Renda Fixa
How much did BB Institucional Fundo de Investimento Financeiro Renda Fixa return in the last 12 months?
+408.67% in the 12 months up to October 2026, or 4,393.65% of the CDI in the same period.
Does BB Institucional Fundo de Investimento Financeiro Renda Fixa usually beat the CDI?
It returned more than the CDI in 100.00% of the 46 twelve-month windows since April 2004.
What was the largest drop of BB Institucional Fundo de Investimento Financeiro Renda Fixa?
The quota fell at most 0.00% from a previous peak between April 2004 and October 2026.
How big is BB Institucional Fundo de Investimento Financeiro Renda Fixa?
Net assets of R$3.4B and 227 shareholders in October 2026.