Elliot Foster

Bradesco Pgbl/vgbl Rv30/05 FI Financeiro Cic Mult Resp Limitada

Ativo
11.492.312/0001-86

Administrador: Banco Bradesco

Gestor: Banco Bradesco

Cotistas

1

Patrimônio Líquido

R$ 114,07 mi

Características da classe

Categoria CVM

FI

Categoria ANBIMA

Previdência Multimercado Livre

Benchmark

OUTROS

Primeira cota

02/01/2015

Composição do fundo

FIF

Tipo de Investidor

Profissional

Rentabilidade 12M

+21.19%

Índice de Sharpe 12M

1.20

PL Médio 12M

R$ 105,76 mi

RCVM 175

11/06/2025

Composição da carteira

BRADESCO PGBL/VGBL RV30/05 FI FINANCEIRO - CIC MULT - RESP LIMITADA

  • Cotas de Fundos99.18%R$ 113,95 mi
  • Valores a pagar0.81%R$ 929.872,50
  • Disponibilidades0.01%R$ 10.000,00
  • Valores a receber0.00%R$ 0,00

Risco de Concentração

Carteira concentrada

Índice HHI

0.5799

Top 10

+100.00%

Maior posição

+70.57%

Posições

5

DETALHESVALOR% CLASSE% FUNDO
Cotas de Fundos
R$ 113,95 mi100%99.18%
Valores a pagar
R$ 929.872,50100%0.81%
Disponibilidades
R$ 10.000,00100%0.01%
Valores a receber
R$ 0,00100%0.00%
Evolução da Alocação
Evolução da Cota
Selecione o período para visualizar o desempenho do fundo

2844 dias de cotação

Rentabilidade histórica

AnoJanFevMarAbrMaiJunJulAgoSetOutNovDezNo anoAcumulado
2026Fundo4,71%1,90%-0,71%1,29%0,43%-------7,76%212,14%
% CDI404,71%190,57%-58,70%118,26%265,34%-------164,98%111,93%
2025Fundo2,25%0,18%2,29%1,44%1,47%0,36%0,25%2,28%1,90%1,34%2,65%1,33%19,21%189,66%
% CDI221,67%18,77%237,09%136,62%129,26%33,18%19,38%195,67%156,11%104,98%251,42%109,13%134,13%107,45%
2024Fundo-0,82%1,16%0,05%0,49%-0,46%0,90%1,03%2,77%-0,12%0,21%-0,77%-0,42%4,02%142,97%
% CDI-85,22%144,47%5,83%54,83%-55,45%113,82%113,01%319,38%-14,65%22,26%-96,52%-44,64%36,93%100,78%
2023Fundo1,51%-1,03%0,38%0,43%2,45%3,23%1,15%0,19%0,13%-0,20%4,07%2,48%15,71%133,59%
% CDI134,39%-112,35%32,62%47,30%218,41%301,46%107,52%16,66%13,51%-20,01%444,64%277,18%120,46%113,08%
2022Fundo2,43%0,53%2,80%-2,09%1,06%-2,30%1,53%3,05%0,08%2,58%-0,32%0,52%10,15%101,88%
% CDI332,08%70,62%302,26%-250,11%102,40%-226,76%148,03%261,20%7,09%253,17%-31,35%46,35%81,93%109,57%
2021Fundo-0,02%-1,64%1,21%0,94%1,46%0,60%-0,13%-1,13%-1,81%-1,15%-0,22%1,03%-0,93%83,28%
% CDI-14,86%-1.216,16%602,20%451,05%541,63%194,57%-37,12%-263,38%-409,60%-236,33%-38,16%133,59%-21,03%116,14%
2020Fundo0,23%-2,99%-7,83%3,59%1,68%3,12%2,96%-0,70%-2,48%0,95%4,21%2,41%4,55%85,00%
% CDI60,06%-1.018,99%-2.314,75%1.259,85%712,23%1.470,43%1.524,34%-439,44%-1.580,71%606,17%2.813,37%1.467,03%165,00%131,92%
2019Fundo3,30%0,43%-0,57%0,91%0,83%1,34%1,09%-0,33%1,65%1,27%0,16%2,22%12,95%76,94%
% CDI608,21%86,21%-121,79%175,01%152,96%286,21%191,51%-65,22%354,74%265,94%43,10%591,84%217,22%128,20%
2018Fundo3,40%1,22%-0,57%1,19%-3,21%-1,29%3,65%-1,10%1,70%2,88%1,24%-0,22%9,01%56,66%
% CDI581,99%261,85%-106,72%230,76%-619,31%-248,66%673,27%-194,60%364,05%529,65%251,17%-44,85%140,31%111,07%
2017Fundo2,70%2,10%-0,22%0,25%0,28%-0,12%2,15%2,91%1,62%0,89%-0,43%1,84%14,82%43,71%
% CDI248,77%243,66%-20,69%32,34%30,29%-15,29%269,40%363,55%253,89%138,22%-75,13%342,34%149,34%104,32%
2016Fundo-2,41%2,73%7,16%2,37%-2,15%2,00%3,87%1,75%0,61%3,65%-0,79%0,43%20,54%25,16%
% CDI-228,66%272,98%617,38%225,11%-194,55%171,95%349,78%144,01%54,66%348,73%-76,65%38,77%146,71%86,49%
2015Fundo-0,71%2,77%0,46%3,02%-0,00%0,04%-1,00%-0,99%-1,43%1,67%0,86%-0,80%3,84%3,84%
% CDI-76,07%338,64%44,86%317,96%-0,26%3,99%-85,28%-89,54%-129,29%150,94%81,89%-69,04%28,98%28,98%

Índices de Rentabilidade

No MêsNo Ano3 Meses6 Meses12 Meses24 Meses36 Meses48 Meses60 MesesTotal
Rentabilidade0,43%7,76%2,91%10,89%21,19%32,04%51,45%66,08%68,18%212,14%
Volatilidade5,77%6,22%6,26%5,98%4,90%4,57%4,45%4,97%5,09%6,67%
Índice de Sharpe4,921,70-0,201,741,200,420,520,06-0,150,11

Consistência

FundoMeses PositivosMeses NegativosMaior RetornoMenor Retorno
Bradesco Pgbl/vgbl Rv30/05 FI Financeiro Cic Mult Resp Limitada
96
70,07%
41
29,93%
7,16%-7,83%

Cotistas

Bradesco Pgbl/vgbl Rv30/05 FI Financeiro Cic Mult Resp Limitada

Atual
1

Drawdown

Bradesco Pgbl/vgbl Rv30/05 FI Financeiro Cic Mult Resp Limitada

Atual
-1.32%

Patrimônio

Bradesco Pgbl/vgbl Rv30/05 FI Financeiro Cic Mult Resp Limitada

Atual
R$ 114,07 mi

Volatilidade

Bradesco Pgbl/vgbl Rv30/05 FI Financeiro Cic Mult Resp Limitada

Atual
4.94%