Investment fund · CNPJ 31.937.303/0001-69
Brb Índice Ativo Fundo de Investimentos em Ações
- Ações
- Ações Índice Ativo
- Cancelado
- Return (12 months)
- +34.89%
- in August 2010
- Net assets
- R$0
- in February 2000
- Shareholders
- —
- Sharpe (12 months)
- 1.47
- Volatility (12 months)
- 17.34%
- Quota
- 40.232753
Brb Índice Ativo Fundo de Investimentos em Ações return vs. CDI
- Brb Índice Ativo Fundo de Investimentos em Ações
- 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 | 60 months |
|---|---|---|---|---|---|
| Return | +34.89% | -7.22% | +43.03% | +90.38% | +265.43% |
| CDI | +9.36% | +22.62% | +38.85% | +64.81% | +95.09% |
| % of CDI | 372.76% | -31.93% | 110.75% | 139.45% | 279.14% |
| Volatility | 17.34% | 24.03% | 22.11% | 23.92% | 25.32% |
| Sharpe | 1.47 | -0.60 | 0.05 | 0.17 | 0.60 |
Success rate against the CDI
- Windows of 12 months
- 79.66%
- Beat the CDI in this share of 59 windows
- Windows of 24 months
- 78.72%
- Beat the CDI in this share of 47 windows
- Windows of 36 months
- 88.57%
- Beat the CDI in this share of 35 windows
Consistency
- Positive months
- 46 months
- Negative months
- 24 months
- Largest drawdown
- -35.13%
- Months above the CDI
- 40 months
- Months below the CDI
- 30 months
- Best month
- +20.65%
- October 2002
- Worst month
- -19.31%
- July 2002
Brb Índice Ativo Fundo de Investimentos em Ações return month by month
| Year | Series | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year | Accumulated |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2010 | Fund | 1.93% | -2.31% | -2.81% | -6.08% | 3.24% | -6.16% | 294.43% | |||||||
| CDI | 0.76% | 0.66% | 0.75% | 0.79% | 0.89% | 3.91% | |||||||||
| 2009 | Fund | 5.94% | 9.51% | 8.67% | 2.74% | 0.64% | 7.96% | 7.58% | 0.58% | 52.28% | 320.33% | ||||
| CDI | 0.97% | 0.84% | 0.75% | 0.78% | 0.69% | 0.69% | 0.66% | 0.72% | 6.26% | ||||||
| 2008 | Fund | -7.90% | 5.66% | -3.79% | 3.32% | 3.45% | -7.58% | -15.06% | -17.19% | -0.21% | -35.09% | 176.02% | |||
| CDI | 0.92% | 0.80% | 0.84% | 0.90% | 0.95% | 1.06% | 1.10% | 1.17% | 1.11% | 9.21% | |||||
| 2007 | Fund | 2.78% | 0.68% | 6.07% | 5.40% | 3.90% | 0.09% | 14.98% | -0.80% | 0.82% | 38.34% | 325.21% | |||
| CDI | 1.08% | 0.87% | 0.94% | 1.02% | 0.97% | 0.99% | 0.92% | 0.84% | 0.84% | 8.80% | |||||
| 2006 | Fund | 17.92% | 1.16% | -2.23% | 2.08% | 1.41% | -1.99% | 4.14% | 5.49% | 30.00% | 207.36% | ||||
| CDI | 1.43% | 1.42% | 1.28% | 1.18% | 1.17% | 1.25% | 1.09% | 1.02% | 10.27% |
Show 4 earlier years
| Year | Series | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year | Accumulated |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2005 | Fund | -5.79% | 15.42% | -5.24% | -4.11% | -3.33% | 8.12% | 11.04% | -4.66% | 4.40% | 14.12% | 136.44% | |||
| CDI | 1.38% | 1.22% | 1.52% | 1.50% | 1.58% | 1.65% | 1.50% | 1.40% | 1.38% | 13.92% | |||||
| 2004 | Fund | -0.30% | -12.02% | 1.30% | 5.69% | 13.54% | 1.95% | 8.72% | 4.17% | 23.11% | 107.18% | ||||
| CDI | 1.37% | 1.17% | 1.22% | 1.22% | 1.29% | 1.24% | 1.25% | 1.48% | 10.71% | ||||||
| 2003 | Fund | -2.53% | -5.15% | 9.59% | 9.05% | 5.14% | 5.28% | 12.79% | 9.04% | 20.42% | 81.13% | 68.30% | |||
| CDI | 1.97% | 1.83% | 1.77% | 1.87% | 1.85% | 2.08% | 1.67% | 1.63% | 1.37% | 17.23% | |||||
| 2002 | Fund | -1.88% | -19.31% | -11.25% | 20.65% | 9.60% | -7.09% | -7.09% | |||||||
| CDI | 1.40% | 1.53% | 1.38% | 1.64% | 1.73% | 7.92% |
Fund history
Brb Índice Ativo Fundo de Investimentos em Ações details
- CNPJ
- 31.937.303/0001-69
- CVM class
- Ações
- ANBIMA type
- Ações Índice Ativo
- Status
- Cancelado
- Benchmark
- Ibovespa
- Auditor
- ERNST & YOUNG AUDITORES INDEPENDENTES S/S LTDA.
- Started on
- 12/18/2023
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Create a free accountQuestions about Brb Índice Ativo Fundo de Investimentos em Ações
How much did Brb Índice Ativo Fundo de Investimentos em Ações return in the last 12 months?
+34.89% in the 12 months up to August 2010, or 372.76% of the CDI in the same period.
Does Brb Índice Ativo Fundo de Investimentos em Ações usually beat the CDI?
It returned more than the CDI in 79.66% of the 59 twelve-month windows since April 2002.
What was the largest drop of Brb Índice Ativo Fundo de Investimentos em Ações?
The quota fell at most -35.13% from a previous peak between April 2002 and August 2010.
How big is Brb Índice Ativo Fundo de Investimentos em Ações?
Net assets of R$0 in August 2010.