Elliot Foster

Bradesco Pgbl/vgbl Rv 30/10 FI Financeiro Cic Mult Resp Limitada

Ativo
11.492.361/0001-19

Administrador: Banco Bradesco

Gestor: Banco Bradesco

Cotistas

1

Patrimônio Líquido

R$ 370,19 mi

Características da classe

Categoria CVM

FI

Categoria ANBIMA

Previdência Balanceados de 15-30

Benchmark

OUTROS

Primeira cota

02/01/2015

Composição do fundo

FIF

Tipo de Investidor

Profissional

Rentabilidade 12M

+20.60%

Índice de Sharpe 12M

1.07

PL Médio 12M

R$ 344,22 mi

RCVM 175

11/06/2025

Composição da carteira

BRADESCO PGBL/VGBL RV 30/10 FI FINANCEIRO - CIC MULT - RESP LIMITADA

  • Cotas de Fundos99.15%R$ 365,72 mi
  • Valores a pagar0.85%R$ 3,13 mi
  • Disponibilidades0.00%R$ 10.000,00
  • Valores a receber0.00%R$ 0,00

Risco de Concentração

Carteira concentrada

Índice HHI

0.5807

Top 10

+100.00%

Maior posição

+70.69%

Posições

5

DETALHESVALOR% CLASSE% FUNDO
Cotas de Fundos
R$ 365,72 mi100%99.15%
Valores a pagar
R$ 3,13 mi100%0.85%
Disponibilidades
R$ 10.000,00100%0.00%
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
2026Fundo4,72%1,86%-0,76%1,23%0,42%-------7,62%195,38%
% CDI405,73%186,90%-62,69%113,03%260,81%-------161,85%103,09%
2025Fundo2,22%0,13%2,24%1,44%1,43%0,31%0,19%2,24%1,86%1,30%2,62%1,26%18,63%174,48%
% CDI219,08%13,26%232,30%136,04%125,80%28,63%15,25%192,60%152,29%101,53%249,03%103,14%130,03%98,84%
2024Fundo-0,87%1,12%0,01%0,44%-0,49%0,89%0,98%2,80%-0,15%0,16%-0,81%-0,44%3,65%131,38%
% CDI-89,72%139,69%0,80%49,68%-58,52%113,42%108,46%322,58%-18,36%17,56%-102,08%-47,49%33,52%92,61%
2023Fundo1,41%-1,09%0,32%0,41%2,41%3,22%1,11%0,13%0,11%-0,24%4,06%2,44%15,11%123,24%
% CDI125,68%-118,55%27,44%44,19%214,86%300,49%103,53%11,05%11,09%-24,54%443,62%272,56%115,89%104,31%
2022Fundo2,34%0,49%2,76%-2,14%1,02%-2,33%1,55%3,02%0,02%2,51%-0,37%0,49%9,59%93,93%
% CDI319,88%65,53%297,95%-256,28%98,91%-229,84%149,63%258,20%1,92%245,86%-35,91%43,44%77,41%101,02%
2021Fundo-0,05%-1,66%1,16%0,90%1,40%0,53%-0,18%-1,17%-1,85%-1,15%-0,29%1,00%-1,44%76,96%
% CDI-36,44%-1.235,09%575,98%434,30%517,71%172,31%-51,72%-274,16%-418,80%-236,34%-49,89%129,48%-32,58%107,33%
2020Fundo0,18%-3,02%-7,85%3,53%1,59%3,07%2,92%-0,75%-2,54%0,92%4,13%2,36%3,95%79,55%
% CDI47,86%-1.028,14%-2.318,48%1.238,23%673,54%1.447,65%1.504,67%-466,94%-1.615,59%585,99%2.765,74%1.432,83%143,24%123,46%
2019Fundo3,26%0,38%-0,61%0,87%0,74%1,29%1,04%-0,38%1,60%1,23%0,12%2,18%12,29%72,72%
% CDI599,47%76,37%-130,05%168,69%136,05%274,98%182,37%-74,78%344,54%256,41%31,40%581,64%206,22%121,17%
2018Fundo3,36%1,15%-0,60%1,15%-3,28%-1,32%3,57%-1,11%1,59%2,80%1,20%-0,25%8,32%53,82%
% CDI576,13%246,65%-113,24%222,86%-633,67%-255,96%658,47%-196,23%340,48%515,17%243,19%-51,20%129,55%105,49%
2017Fundo2,65%2,07%-0,26%0,22%0,19%-0,17%2,11%2,85%1,57%0,85%-0,47%1,80%14,19%42,01%
% CDI244,35%239,55%-24,77%28,10%20,45%-21,13%264,40%355,98%246,93%132,85%-82,27%334,02%142,93%100,24%
2016Fundo-2,39%2,75%7,22%2,33%-2,22%1,96%3,84%1,71%0,56%3,63%-0,84%0,39%20,19%24,36%
% CDI-226,53%274,72%622,07%221,22%-200,13%168,64%346,95%140,67%50,13%346,41%-81,16%34,70%144,25%83,74%
2015Fundo-0,73%2,74%0,40%2,97%-0,03%0,00%-1,05%-1,03%-1,45%1,68%0,84%-0,81%3,47%3,47%
% CDI-78,21%334,55%38,97%313,02%-3,03%0,31%-89,30%-93,12%-130,79%151,52%79,52%-69,53%26,20%26,20%

Índices de Rentabilidade

No MêsNo Ano3 Meses6 Meses12 Meses24 Meses36 Meses48 Meses60 MesesTotal
Rentabilidade0,42%7,62%2,77%10,64%20,60%30,97%49,56%63,14%64,23%195,38%
Volatilidade5,76%6,23%6,25%6,00%4,92%4,59%4,47%4,98%5,11%6,66%
Índice de Sharpe4,781,61-0,311,641,070,320,41-0,04-0,250,03

Consistência

FundoMeses PositivosMeses NegativosMaior RetornoMenor Retorno
Bradesco Pgbl/vgbl Rv 30/10 FI Financeiro Cic Mult Resp Limitada
96
70,07%
41
29,93%
7,22%-7,85%

Cotistas

Bradesco Pgbl/vgbl Rv 30/10 FI Financeiro Cic Mult Resp Limitada

Atual
1

Drawdown

Bradesco Pgbl/vgbl Rv 30/10 FI Financeiro Cic Mult Resp Limitada

Atual
-1.35%

Patrimônio

Bradesco Pgbl/vgbl Rv 30/10 FI Financeiro Cic Mult Resp Limitada

Atual
R$ 370,19 mi

Volatilidade

Bradesco Pgbl/vgbl Rv 30/10 FI Financeiro Cic Mult Resp Limitada

Atual
4.92%