Cotistas
1
Patrimônio Líquido
R$ 804,19 mi
Categoria CVM
Categoria ANBIMA
Renda Fixa Duração Alta Grau de Invest.
Benchmark
Primeira cota
02/01/2015
Composição do fundo
Tipo de Investidor
Rentabilidade 12M
+10.21%
Índice de Sharpe 12M
-14.04
PL Médio 12M
R$ 762,03 mi
RCVM 175
02/06/2025
BB PREVSAN FUNDO DE INVESTIMENTO FINANCEIRO RENDA FIXA RESPONSABILIDADE LIMITADA
Índice HHI
0.1811
Top 10
+99.97%
Maior posição
+27.19%
Posições
13
| DETALHES | VALOR | % CLASSE | % FUNDO |
|---|---|---|---|
Títulos Públicos | R$ 687,07 mi | 100% | 86.59% |
Operações Compromissadas | R$ 106,16 mi | 100% | 13.38% |
Valores a pagar | R$ 105.863,15 | 100% | 0.01% |
Disponibilidades | R$ 54.144,22 | 100% | 0.01% |
Valores a receber | R$ 39.410,34 | 100% | 0.00% |
2844 dias de cotação
| Ano | Jan | Fev | Mar | Abr | Mai | Jun | Jul | Ago | Set | Out | Nov | Dez | No ano | Acumulado | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | Fundo | 0,79% | 0,74% | 1,34% | 1,22% | 0,16% | - | - | - | - | - | - | - | 4,32% | 223,03% |
| % CDI | 67,92% | 74,27% | 110,42% | 112,06% | 99,53% | - | - | - | - | - | - | - | 91,78% | 117,68% | |
| 2025 | Fundo | 0,80% | 1,09% | 1,22% | 0,92% | 0,84% | 0,60% | 0,84% | 0,51% | 0,73% | 0,80% | 0,54% | 0,77% | 10,10% | 209,66% |
| % CDI | 79,11% | 110,64% | 126,92% | 86,93% | 73,79% | 54,88% | 65,89% | 43,92% | 59,64% | 62,49% | 51,61% | 63,17% | 70,53% | 118,78% | |
| 2024 | Fundo | 1,02% | 0,94% | 0,93% | 0,68% | 0,82% | 0,78% | 0,72% | 0,65% | 0,62% | 0,95% | 0,77% | 0,90% | 10,22% | 181,24% |
| % CDI | 105,86% | 117,86% | 112,26% | 76,34% | 98,01% | 98,36% | 79,26% | 74,38% | 74,33% | 102,18% | 97,55% | 96,23% | 93,97% | 127,75% | |
| 2023 | Fundo | 1,11% | 0,90% | 1,38% | 0,89% | 1,00% | 0,45% | 0,46% | 0,70% | 0,65% | 0,66% | 0,64% | 0,78% | 10,07% | 155,16% |
| % CDI | 98,78% | 97,58% | 117,43% | 97,15% | 89,20% | 42,22% | 43,31% | 61,93% | 66,93% | 66,61% | 70,22% | 87,46% | 77,26% | 131,34% | |
| 2022 | Fundo | 1,07% | 1,05% | 1,67% | 1,71% | 1,38% | 0,93% | 0,41% | -0,04% | 0,17% | 0,54% | 1,02% | 0,83% | 11,26% | 131,81% |
| % CDI | 145,65% | 139,23% | 180,41% | 204,77% | 133,65% | 91,11% | 39,70% | -3,36% | 15,75% | 53,06% | 99,62% | 73,59% | 90,85% | 141,76% | |
| 2021 | Fundo | 1,00% | 0,58% | 1,30% | 0,78% | 0,86% | 1,08% | 1,05% | 1,22% | 1,55% | 1,41% | 1,63% | 1,19% | 14,53% | 108,35% |
| % CDI | 671,64% | 429,90% | 645,65% | 374,82% | 316,83% | 350,36% | 294,42% | 285,60% | 351,19% | 290,49% | 277,55% | 155,37% | 328,51% | 151,11% | |
| 2020 | Fundo | 1,21% | 0,45% | 0,66% | 0,31% | -0,02% | 0,37% | 0,69% | 0,59% | 0,65% | 0,98% | 0,96% | 1,27% | 8,45% | 81,92% |
| % CDI | 322,58% | 154,76% | 195,52% | 110,30% | -7,34% | 173,71% | 356,95% | 370,01% | 416,68% | 623,84% | 641,26% | 772,16% | 306,27% | 127,14% | |
| 2019 | Fundo | 0,73% | 0,68% | 0,89% | 1,17% | 0,83% | 0,38% | 0,58% | 0,57% | 0,48% | 0,44% | 0,61% | 1,18% | 8,89% | 67,75% |
| % CDI | 133,73% | 137,32% | 189,49% | 226,16% | 153,47% | 81,22% | 102,07% | 114,44% | 102,74% | 91,86% | 161,38% | 315,97% | 149,09% | 112,88% | |
| 2018 | Fundo | 0,94% | 0,56% | 0,64% | 0,57% | 0,61% | 1,24% | 1,29% | 0,65% | 0,46% | 1,01% | 0,54% | 0,26% | 9,14% | 54,06% |
| % CDI | 161,92% | 121,50% | 121,16% | 109,72% | 116,93% | 240,36% | 237,53% | 114,87% | 98,09% | 186,32% | 109,16% | 53,44% | 142,33% | 105,96% | |
| 2017 | Fundo | 0,91% | 1,03% | 0,73% | 0,44% | 0,56% | 0,41% | 0,58% | 0,84% | 0,60% | 0,64% | 0,62% | 0,58% | 8,23% | 41,16% |
| % CDI | 84,01% | 119,32% | 69,06% | 55,73% | 60,39% | 50,88% | 72,49% | 105,40% | 93,78% | 100,02% | 108,59% | 108,41% | 82,93% | 98,22% | |
| 2016 | Fundo | 1,33% | 1,59% | 1,63% | 0,98% | 1,11% | 1,17% | 0,97% | 0,97% | 0,80% | 0,56% | 0,48% | 0,87% | 13,17% | 30,42% |
| % CDI | 125,78% | 158,78% | 140,36% | 92,77% | 100,64% | 100,47% | 87,28% | 80,06% | 71,96% | 53,06% | 46,21% | 77,44% | 94,08% | 104,58% | |
| 2015 | Fundo | 1,38% | 1,27% | 1,86% | 1,41% | 1,05% | 1,19% | 1,08% | 0,54% | 0,52% | 1,28% | 1,24% | 1,46% | 15,24% | 15,24% |
| % CDI | 148,14% | 155,73% | 179,57% | 148,92% | 106,32% | 111,50% | 91,87% | 48,62% | 46,72% | 115,43% | 117,81% | 125,92% | 115,15% | 115,15% |
| No Mês | No Ano | 3 Meses | 6 Meses | 12 Meses | 24 Meses | 36 Meses | 48 Meses | 60 Meses | Total | |
|---|---|---|---|---|---|---|---|---|---|---|
| Rentabilidade | 0,16% | 4,32% | 3,31% | 5,56% | 10,21% | 22,04% | 33,22% | 46,30% | 71,02% | 223,03% |
| Volatilidade | 0,01% | 0,42% | 0,48% | 0,39% | 0,33% | 0,32% | 0,30% | 0,36% | 0,43% | 0,56% |
| Índice de Sharpe | -11,11 | -2,89 | 0,71 | -7,50 | -14,04 | -8,43 | -9,24 | -8,38 | -1,10 | 1,91 |
| Fundo | Meses Positivos | Meses Negativos | Maior Retorno | Menor Retorno |
|---|---|---|---|---|
| Bb Prevsan FIF RF RL | 135 98,54% | 2 1,46% | 1,86% | -0,04% |
Bb Prevsan FIF RF RL
Bb Prevsan FIF RF RL
Bb Prevsan FIF RF RL
Bb Prevsan FIF RF RL