São Paulo - Delayed Quote BRL

WHG Trifeta FIA (0P0000YOBT.SA)

1.7434 -0.0090 (-0.52%)
At close: August 1 at 5:00 PM GMT-3

Performance Overview

Morningstar Return Rating --
YTD Return -2.65%
5y Average Return -1.09%
Number of Years Up 1
Number of Years Down --
Best 1Y Total Return (Aug 2, 2024) 17.81%
Worst 1Y Total Return (Aug 2, 2024) --
Best 3Y Total Return 17.81%
Worst 3Y Total Return --

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000YOBT.SA
Category
YTD
-8.45%
0.00%
1-Month
-1.57%
0.00%
3-Month
-7.30%
0.00%
1-Year
-3.59%
0.00%
3-Year
-5.85%
0.00%
5-Year
-2.10%
0.00%
10-Year
4.15%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000YOBT.SA
Category
2024
--
--
2023
17.81%
--
2022
-11.37%
--
2021
-8.90%
--
2020
-2.53%
--
2019
17.10%
--
2018
7.76%
--
2017
6.75%
--

2016
4.51%
--
2015
17.38%
--
2014
9.11%
--
2013
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 -1.23% -7.30% -- --
2023 0.52% 11.30% -2.91% 8.46%
2022 0.39% -9.09% 7.43% -9.60%
2021 0.41% 3.93% -8.19% -4.91%
2020 -8.48% 0.97% 1.85% 3.57%
2019 5.72% 4.55% 2.67% 3.20%
2018 4.18% -4.08% 2.68% 5.03%
2017 2.32% -0.73% 4.60% 0.47%
2016 -2.20% 1.84% 2.75% 2.12%
2015 5.94% -0.07% 5.23% 5.36%

2014 0.64% 1.24% 3.02% 3.95%
2013 0.64% 5.72% -- --

Rank in Category (By Total Return)

Load Adjusted Returns

1-Year -3.59%
3-Year -5.85%
5-Year -2.10%
10-Year 4.15%

Performance & Risk

YTD Return -2.65%
5y Average Return -1.09%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) --
Morningstar Risk Rating --

Fund Overview

Category --
Fund Family Wealth High Governance Capital Ltda.
Net Assets 60.7M
YTD Return -8.45%
Yield 0.00%
Morningstar Rating --
Inception Date Mar 26, 2012

Fund Summary

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