Investment fund · CNPJ 03.530.338/0001-43
Fundo de Investimento em Cotas de Fundos de Investimento Multimercado Petros Multicarteira
- Cancelado
- Return (12 months)
- +14.82%
- in August 2010
- Net assets
- R$1.6B
- in November 2012
- Shareholders
- —
- Sharpe (12 months)
- 2.79
- Volatility (12 months)
- 1.96%
- Quota
- 4.433611
Fundo de Investimento em Cotas de Fundos de Investimento Multimercado Petros Multicarteira return vs. CDI
- Fundo de Investimento em Cotas de Fundos de Investimento Multimercado Petros Multicarteira
- 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 | +14.82% | +34.61% | +61.53% | NaN% |
| CDI | +9.36% | +22.62% | +38.85% | +64.81% |
| % of CDI | 158.35% | 152.99% | 158.36% | NaN% |
| Volatility | 1.96% | 2.43% | 2.36% | NaN% |
| Sharpe | 2.79 | 2.17 | 2.44 | — |
Success rate against the CDI
- Windows of 12 months
- 76.74%
- Beat the CDI in this share of 43 windows
- Windows of 24 months
- 67.74%
- Beat the CDI in this share of 31 windows
- Windows of 36 months
- 47.37%
- Beat the CDI in this share of 19 windows
Consistency
- Positive months
- 50 months
- Negative months
- 3 months
- Largest drawdown
- -100.00%
- Months above the CDI
- 37 months
- Months below the CDI
- 16 months
- Best month
- +∞%
- June 2005
- Worst month
- -100.00%
- March 2005
Fundo de Investimento em Cotas de Fundos de Investimento Multimercado Petros Multicarteira return month by month
| Year | Series | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year | Accumulated |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2010 | Fund | 2.01% | 0.52% | 0.75% | 0.79% | 2.02% | 6.23% | 110.56% | |||||||
| CDI | 0.76% | 0.66% | 0.75% | 0.79% | 0.89% | 3.91% | |||||||||
| 2009 | Fund | 3.34% | 0.94% | 2.00% | 0.97% | 0.73% | 0.86% | 1.54% | 0.79% | 11.70% | 98.22% | ||||
| CDI | 0.97% | 0.84% | 0.75% | 0.78% | 0.69% | 0.69% | 0.66% | 0.72% | 6.26% | ||||||
| 2008 | Fund | 0.89% | 0.96% | 0.65% | 0.94% | 1.99% | 1.05% | 1.49% | 1.05% | 2.38% | 11.99% | 77.45% | |||
| CDI | 0.92% | 0.80% | 0.84% | 0.90% | 0.95% | 1.06% | 1.10% | 1.17% | 1.11% | 9.21% | |||||
| 2007 | Fund | 2.36% | 0.79% | 2.32% | 1.37% | 2.25% | 0.56% | 1.68% | 0.57% | 0.73% | 13.32% | 58.46% | |||
| CDI | 1.08% | 0.87% | 0.94% | 1.02% | 0.97% | 0.99% | 0.92% | 0.84% | 0.84% | 8.80% | |||||
| 2006 | Fund | 3.47% | 2.79% | 1.70% | 1.23% | 1.25% | 1.26% | 2.22% | 1.10% | 16.04% | 39.83% | ||||
| CDI | 1.43% | 1.42% | 1.28% | 1.18% | 1.17% | 1.25% | 1.09% | 1.02% | 10.27% |
Show 2 earlier years
| Year | Series | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year | Accumulated |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2005 | Fund | -0.19% | 1.22% | -100.00% | NaN% | ∞% | 2.86% | 1.57% | 1.31% | 1.62% | NaN% | 20.51% | |||
| CDI | 1.38% | 1.22% | 1.52% | 1.50% | 1.58% | 1.65% | 1.50% | 1.40% | 1.38% | 13.92% | |||||
| 2004 | Fund | 1.36% | 1.43% | 2.54% | 1.43% | 2.20% | -1.05% | 8.13% | 8.13% | ||||||
| CDI | 1.22% | 1.22% | 1.29% | 1.24% | 1.25% | 1.48% | 7.95% |
Fund history
Fundo de Investimento em Cotas de Fundos de Investimento Multimercado Petros Multicarteira details
- CNPJ
- 03.530.338/0001-43
- Status
- Cancelado
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Create a free accountQuestions about Fundo de Investimento em Cotas de Fundos de Investimento Multimercado Petros Multicarteira
How much did Fundo de Investimento em Cotas de Fundos de Investimento Multimercado Petros Multicarteira return in the last 12 months?
+14.82% in the 12 months up to August 2010, or 158.35% of the CDI in the same period.
Does Fundo de Investimento em Cotas de Fundos de Investimento Multimercado Petros Multicarteira usually beat the CDI?
It returned more than the CDI in 76.74% of the 43 twelve-month windows since April 2004.
What was the largest drop of Fundo de Investimento em Cotas de Fundos de Investimento Multimercado Petros Multicarteira?
The quota fell at most -100.00% from a previous peak between April 2004 and August 2010.
How big is Fundo de Investimento em Cotas de Fundos de Investimento Multimercado Petros Multicarteira?
Net assets of R$1.6B in August 2010.