Swiss - Delayed Quote BRL

Equitas Selection Institucional FIC FIA (0P0000WGSB.SA)

0.0000 0.0000 (0.00%)
At close: July 9 at 3:00:05 PM GMT+2

Performance Overview

Morningstar Return Rating --
YTD Return -11.18%
5y Average Return -9.27%
Number of Years Up 5
Number of Years Down 6
Best 1Y Total Return (Dec 17, 2024) 60.73%
Worst 1Y Total Return (Dec 17, 2024) --
Best 3Y Total Return 60.73%
Worst 3Y Total Return -19.17%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000WGSB.SA
Category
YTD
-11.48%
0.00%
1-Month
5.43%
0.00%
3-Month
-1.13%
0.00%
1-Year
-6.07%
0.00%
3-Year
-2.70%
0.00%
5-Year
-8.31%
0.00%
10-Year
5.87%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000WGSB.SA
Category
2024
--
--
2023
25.45%
--
2022
-18.22%
--
2021
-26.12%
--
2020
-12.59%
--
2019
60.73%
--
2018
22.45%
--
2017
38.05%
--

2016
31.36%
--
2015
-12.87%
--
2014
-5.82%
--
2013
-1.48%
--
2012
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 -9.60% -8.17% 1.33% --
2023 9.20% 14.30% -4.46% 5.21%
2022 10.58% -26.78% 15.77% -12.76%
2021 -3.93% 16.85% -16.52% -21.17%
2020 -40.79% 29.73% -3.56% 18.00%
2019 8.08% 12.31% 14.31% 15.84%
2018 10.84% -13.44% 3.82% 22.95%
2017 17.14% 1.80% 21.63% -4.81%
2016 14.02% 9.50% 8.24% -2.79%
2015 -1.96% -0.52% -6.54% -4.40%

2014 -9.24% 7.29% -2.00% -1.31%
2013 0.64% -8.70% 5.80% 1.33%
2012 13.36% -- -- --

Rank in Category (By Total Return)

YTD 53
1-Month 5
3-Month 11
1-Year 52
3-Year 69
5-Year 89

Load Adjusted Returns

1-Year -6.07%
3-Year -2.70%
5-Year -8.31%
10-Year 5.87%

Performance & Risk

YTD Return -11.18%
5y Average Return -9.27%
Rank in Category (ytd) 53
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.79
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Drys Capital
Net Assets 979.93k
YTD Return -11.48%
Yield 0.00%
Morningstar Rating
Inception Date Jun 26, 2012

Fund Summary

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