Elliot Foster

Apoena Macro Dólar Advanced FIF Cic Multimercado RL

Ativo
18.391.163/0001-08

Administrador: Bem Distribuidora de Titulos e Valores Mobiliarios

Gestor: Gavea Investimentos

Cotistas

1

Patrimônio Líquido

R$ 56,08 mi

Características da classe

Categoria CVM

FI

Categoria ANBIMA

Multimercados Invest. no Exterior

Benchmark

OUTROS

Primeira cota

02/01/2015

Composição do fundo

FIF

Tipo de Investidor

-

Rentabilidade 12M

-17.45%

Índice de Sharpe 12M

-3.60

PL Médio 12M

R$ 234,98 mi

RCVM 175

26/11/2024

Composição da carteira

APOENA MACRO DÓLAR ADVANCED FIF CIC MULTIMERCADO - RESPONSABILIDADE LIMITADA

  • Cotas de Fundos99.95%R$ 355,43 mi
  • Valores a pagar0.05%R$ 161.413,90
  • Disponibilidades0.00%R$ 4.994,38
  • Valores a receber0.00%R$ 0,00

Risco de Concentração

Carteira concentrada

Índice HHI

0.9989

Top 10

+100.00%

Maior posição

+99.94%

Posições

5

DETALHESVALOR% CLASSE% FUNDO
Cotas de Fundos
R$ 355,43 mi100%99.95%
Valores a pagar
R$ 161.413,90100%0.05%
Disponibilidades
R$ 4.994,38100%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

2843 dias de cotação

Rentabilidade histórica

AnoJanFevMarAbrMaiJunJulAgoSetOutNovDezNo anoAcumulado
2026Fundo-5,38%-0,22%-6,08%-0,55%-0,14%--------11,93%231,25%
% CDI-462,33%-21,65%-501,26%-50,88%-126,73%--------256,64%122,12%
2025Fundo-6,19%-0,12%-7,19%-0,70%-2,21%-2,07%-2,03%-1,11%-1,83%0,66%-1,97%2,81%-20,22%276,14%
% CDI-611,24%-12,05%-745,91%-66,75%-194,29%-188,94%-159,12%-95,04%-149,71%51,85%-187,57%230,37%-141,13%156,44%
2024Fundo0,03%-0,40%3,68%-1,68%0,12%9,73%3,09%-0,58%-0,52%6,23%5,00%5,48%33,84%371,45%
% CDI2,90%-49,97%442,69%-189,39%14,39%1.233,93%341,12%-67,24%-61,69%671,02%629,91%588,54%311,16%261,83%
2023Fundo-2,43%3,65%-3,57%-2,66%2,51%-6,83%-0,34%4,30%-1,31%-2,63%5,26%2,46%-2,32%252,24%
% CDI-216,05%397,77%-304,01%-289,50%223,82%-636,94%-31,47%377,60%-134,71%-264,04%574,11%275,45%-17,82%213,51%
2022Fundo-2,92%-2,58%-6,57%6,77%-3,72%12,50%-0,46%0,27%3,02%-3,37%1,79%1,97%5,39%260,62%
% CDI-398,19%-341,54%-709,21%811,52%-359,27%1.231,32%-44,33%23,51%281,44%-330,49%175,36%175,46%43,52%280,30%
2021Fundo7,31%4,99%2,91%-3,95%-3,44%-3,95%2,23%0,53%7,62%1,50%-0,23%-1,43%14,02%242,17%
% CDI4.888,69%3.708,52%1.447,17%-1.901,03%-1.273,94%-1.283,86%628,36%123,27%1.723,47%309,67%-38,98%-186,49%316,97%337,74%
2020Fundo5,98%7,80%18,62%5,30%-0,22%1,53%-2,37%6,04%2,78%2,95%-5,33%-3,23%45,09%200,09%
% CDI1.588,25%2.656,23%5.504,03%1.860,27%-95,41%721,34%-1.219,26%3.775,61%1.771,06%1.881,48%-3.565,02%-1.961,37%1.635,17%310,56%
2019Fundo-3,51%3,48%2,99%1,44%0,49%-1,93%1,26%7,11%-1,36%-3,26%4,74%-2,49%8,65%106,83%
% CDI-646,60%704,37%637,87%278,13%90,16%-412,66%222,30%1.417,67%-294,13%-680,74%1.245,36%-664,38%145,17%177,99%
2018Fundo-2,36%1,70%1,55%7,97%10,26%7,72%-3,69%10,30%-1,11%-7,19%1,79%-1,86%25,96%90,36%
% CDI-404,46%365,19%292,17%1.539,86%1.981,84%1.492,38%-679,70%1.817,06%-236,35%-1.323,60%362,92%-377,41%404,30%177,11%
2017Fundo-4,46%-2,48%0,79%1,43%0,55%2,76%-6,10%1,81%1,65%4,38%1,23%1,09%2,15%51,12%
% CDI-411,58%-287,58%75,52%182,32%59,42%340,92%-765,68%225,25%259,21%681,58%216,25%203,11%21,61%122,00%
2016Fundo1,41%-0,36%-13,46%-2,71%5,37%-10,94%1,16%2,96%0,56%0,25%8,21%-3,28%-12,28%47,95%
% CDI133,35%-35,90%-1.160,23%-257,18%485,31%-943,07%104,78%243,90%50,54%23,59%791,90%-292,74%-87,72%164,82%
2015Fundo2,39%7,63%15,68%-9,51%9,60%-4,26%15,17%8,78%12,21%-4,49%2,27%1,48%68,66%68,66%
% CDI256,66%931,81%1.512,95%-1.003,26%975,42%-399,51%1.288,93%792,61%1.102,50%-405,58%215,50%127,78%518,61%518,61%

Índices de Rentabilidade

No MêsNo Ano3 Meses6 Meses12 Meses24 Meses36 Meses48 Meses60 MesesTotal
Rentabilidade-0,14%-11,93%-7,61%-10,82%-17,45%-6,08%-3,69%0,58%0,60%231,25%
Volatilidade0,11%3,32%2,21%4,54%8,81%13,33%13,12%14,76%15,16%17,13%
Índice de Sharpe-280,98-13,52-19,31-8,17-3,60-1,23-1,12-0,83-0,790,08

Consistência

FundoMeses PositivosMeses NegativosMaior RetornoMenor Retorno
Apoena Macro Dólar Advanced FIF Cic Multimercado RL
75
54,74%
62
45,26%
18,62%-13,46%

Cotistas

Apoena Macro Dólar Advanced FIF Cic Multimercado RL

Atual
1

Drawdown

Apoena Macro Dólar Advanced FIF Cic Multimercado RL

Atual
-30.25%

Patrimônio

Apoena Macro Dólar Advanced FIF Cic Multimercado RL

Atual
R$ 56,08 mi

Volatilidade

Apoena Macro Dólar Advanced FIF Cic Multimercado RL

Atual
10.58%