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HC Investimentos- Indicadores Financeiros
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Mês CDI FII (Média) IBOV Stats CDIJan-06 1.43% 1.04% 14.73% Retorno Total 102.15%Feb-06 1.14% 4.50% 0.59% Retorno Anual 11.59%Mar-06 1.42% 1.65% -1.71% Volatilidade Anual 0.59%Apr-06 1.08% 3.16% 6.36% Beta (Ibov) -0.25%
May-06 1.28% 2.29% -9.50%Jun-06 1.18% 1.58% 0.27%Jul-06 1.17% 2.03% 1.22%
Aug-06 1.25% 0.31% -2.28%Sep-06 1.05% 1.74% 0.60%Oct-06 1.09% 0.27% 7.72%Nov-06 1.02% 4.31% 6.80%Dec-06 0.98% 5.17% 6.06%Jan-07 1.08% 8.16% 0.38%Feb-07 0.87% 1.12% -1.68%Mar-07 1.05% 7.08% 4.36%Apr-07 0.94% -1.20% 6.88%
May-07 1.02% 0.86% 6.77%Jun-07 0.90% 9.27% 4.06%Jul-07 0.97% -0.98% -0.39%
Aug-07 0.99% -0.87% 0.84%Sep-07 0.80% 3.16% 10.67%Oct-07 0.92% 4.25% 8.02%Nov-07 0.84% 0.95% -3.54%Dec-07 0.84% 0.49% 1.40%Jan-08 0.92% 0.20% -6.88%Feb-08 0.79% 7.21% 6.72%Mar-08 0.84% 0.56% -3.97%Apr-08 0.90% -0.52% 11.32%
May-08 0.87% 2.04% 6.96%Jun-08 0.95% 0.06% -10.44%Jul-08 1.06% 1.39% -8.48%
Aug-08 1.01% -0.26% -6.43%Sep-08 1.10% -0.94% -11.03%Oct-08 1.17% -1.86% -24.80%Nov-08 1.00% -1.24% -1.77%Dec-08 1.11% 1.20% 2.61%Jan-09 1.04% 2.64% 4.66%Feb-09 0.85% 4.80% -2.84%Mar-09 0.97% 3.17% 7.18%Apr-09 0.84% 2.50% 15.55%
May-09 0.77% 3.68% 12.49%Jun-09 0.75% 2.82% -3.25%Jul-09 0.78% 4.28% 6.41%
Aug-09 0.69% 6.71% 3.15%Sep-09 0.69% 5.22% 8.90%Oct-09 0.69% -0.59% 0.04%Nov-09 0.66% -2.04% 8.93%
Dec-09 0.72% 1.63% 2.30%Jan-10 0.66% 2.92% -4.65%Feb-10 0.59% 0.56% 1.68%Mar-10 0.76% 0.64% 5.82%Apr-10 0.66% 0.74% -4.04%
May-10 0.75% 0.68% -6.64%Jun-10 0.79% 0.58% -3.34%Jul-10 0.86% 3.09% 10.80%
Aug-10 0.89% 3.40% -3.51%Sep-10 0.84% 0.28% 6.58%Oct-10 0.81% 1.70% 1.79%Nov-10 0.81% 3.29% -4.20%Dec-10 0.93% 5.24% 2.36%Jan-11 0.86% 1.44% -3.94%Feb-11 0.84% 0.00% 1.22%Mar-11 0.92% 1.37% 1.79%Apr-11 0.84% 0.67% -3.58%
May-11 0.99% 0.10% -2.29%Jun-11 0.95% 1.13% -3.43%Jul-11 0.97% 0.38% -5.74%
Aug-11 1.07% 0.97% -3.96%Sep-11 0.94% 1.31% -7.38%Oct-11 0.88% -0.25% 11.49%Nov-11 0.86% 0.30% -2.51%Dec-11 0.90% 1.67% -0.21%Jan-12 0.89% 2.50% 11.13%Feb-12 0.74% 3.75% 4.34%Mar-12 0.81% 3.59% -1.98%Apr-12 0.70% 1.27% -4.17%
May-12 0.73% 1.70% -11.86%
FII (Média) IBOV Stats FII (Média)325.09% 62.81% Índice de Sharpe 1.72
25.30% 7.89% Índice de Sharpe Generalizado 1.867.95% 24.01% Índice Treynor 1.839.53% - Índice Beta (Ibov) 9.53%
R² (Ibov) 8.49%Correlação (Ibov) 29.13%
