Investment fund · CNPJ 07.187.466/0001-97
Caixa Sucupira Fundo de Investimento Financeiro Renda Fixa
- Renda Fixa
- Renda Fixa Duração Livre Soberano
- Em Funcionamento Normal
- Return (12 months)
- +405.09%
- in October 2026
- Net assets
- R$1.2B
- in October 2026
- Shareholders
- 1
- Sharpe (12 months)
- 1.12
- Volatility (12 months)
- 353.32%
- Quota
- 7.938326
Caixa Sucupira Fundo de Investimento Financeiro Renda Fixa return vs. CDI
- Caixa Sucupira 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 |
|---|---|---|---|
| Return | +405.09% | +497.70% | +613.37% |
| CDI | +9.30% | +22.27% | +37.41% |
| % of CDI | 4,355.17% | 2,234.35% | 1,639.43% |
| Volatility | 353.32% | 249.68% | 203.81% |
| Sharpe | 1.12 | 0.54 | 0.40 |
Success rate against the CDI
- Windows of 12 months
- 100.00%
- Beat the CDI in this share of 30 windows
- Windows of 24 months
- 100.00%
- Beat the CDI in this share of 18 windows
- Windows of 36 months
- 100.00%
- Beat the CDI in this share of 6 windows
Consistency
- Positive months
- 41 months
- Negative months
- 0 months
- Largest drawdown
- 0.00%
- Months above the CDI
- 28 months
- Months below the CDI
- 13 months
- Best month
- +354.28%
- August 2026
- Worst month
- +0.10%
- October 2026
Caixa Sucupira 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 | 354.28% | 1.05% | 0.10% | 359.50% | 689.83% | |||||||||
| CDI | 1.09% | 1.08% | 0.15% | 2.34% | |||||||||||
| 2010 | Fund | 2.15% | 0.63% | 0.77% | 0.76% | 1.77% | 6.21% | 71.89% | |||||||
| CDI | 0.76% | 0.66% | 0.75% | 0.79% | 0.89% | 3.91% | |||||||||
| 2009 | Fund | 3.11% | 0.79% | 1.87% | 0.86% | 0.71% | 0.68% | 1.35% | 0.72% | 10.51% | 61.83% | ||||
| CDI | 0.97% | 0.84% | 0.75% | 0.78% | 0.69% | 0.69% | 0.66% | 0.72% | 6.26% | ||||||
| 2008 | Fund | 0.95% | 0.83% | 0.74% | 0.83% | 1.73% | 1.09% | 2.02% | 0.86% | 2.25% | 11.88% | 46.45% | |||
| CDI | 0.92% | 0.80% | 0.84% | 0.90% | 0.95% | 1.06% | 1.10% | 1.17% | 1.11% | 9.21% | |||||
| 2007 | Fund | 2.14% | 0.89% | 2.12% | 2.93% | 0.94% | 1.81% | 0.77% | 0.80% | 13.06% | 30.90% | ||||
| CDI | 1.08% | 0.87% | 0.94% | 0.97% | 0.99% | 0.92% | 0.84% | 0.84% | 7.70% |
Show 1 earlier years
| Year | Series | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year | Accumulated |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2006 | Fund | 3.16% | 2.60% | 2.06% | 1.28% | 1.20% | 1.26% | 2.23% | 1.02% | 15.78% | 15.78% | ||||
| CDI | 1.43% | 1.42% | 1.28% | 1.18% | 1.17% | 1.25% | 1.09% | 1.02% | 10.27% |
Fund history
Caixa Sucupira Fundo de Investimento Financeiro Renda Fixa details
- CNPJ
- 07.187.466/0001-97
- CVM class
- Renda Fixa
- ANBIMA type
- Renda Fixa Duração Livre Soberano
- Status
- Em Funcionamento Normal
- Benchmark
- Taxa Selic
- Auditor
- DELOITTE TOUCHE TOHMATSU AUDITORES INDEPENDENTES LTDA.
- Started on
- 04/24/2025
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Create a free accountQuestions about Caixa Sucupira Fundo de Investimento Financeiro Renda Fixa
How much did Caixa Sucupira Fundo de Investimento Financeiro Renda Fixa return in the last 12 months?
+405.09% in the 12 months up to October 2026, or 4,355.17% of the CDI in the same period.
Does Caixa Sucupira Fundo de Investimento Financeiro Renda Fixa usually beat the CDI?
It returned more than the CDI in 100.00% of the 30 twelve-month windows since November 2005.
What was the largest drop of Caixa Sucupira Fundo de Investimento Financeiro Renda Fixa?
The quota fell at most 0.00% from a previous peak between November 2005 and October 2026.
How big is Caixa Sucupira Fundo de Investimento Financeiro Renda Fixa?
Net assets of R$1.2B and 1 shareholders in October 2026.