Swiss - Delayed Quote BRL

Itaú Sebrae Conservador FIC FIM Prev (0P0000Z9B2.SA)

0.0000 0.0000 (0.00%)
As of July 9 at 3:00 PM GMT+2. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 6.48%
5y Average Return 8.64%
Number of Years Up 10
Number of Years Down --
Best 1Y Total Return (Aug 21, 2024) 14.02%
Worst 1Y Total Return (Aug 21, 2024) --
Best 3Y Total Return 14.02%
Worst 3Y Total Return 5.02%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000Z9B2.SA
Category
YTD
5.83%
0.00%
1-Month
0.88%
0.00%
3-Month
2.60%
0.00%
1-Year
11.04%
0.00%
3-Year
11.93%
0.00%
5-Year
8.59%
0.00%
10-Year
9.62%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000Z9B2.SA
Category
2024
--
--
2023
12.88%
--
2022
13.66%
--
2021
5.17%
--
2020
3.18%
--
2019
6.75%
--
2018
6.71%
--
2017
10.06%
--

2016
13.58%
--
2015
12.93%
--
2014
14.02%
--
2013
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 2.41% 2.44% -- --
2023 2.93% 3.39% 2.85% 3.13%
2022 3.44% 3.09% 3.56% 2.92%
2021 0.51% 0.98% 1.60% 1.99%
2020 1.05% 0.79% 0.62% 0.69%
2019 1.61% 1.88% 1.71% 1.39%
2018 1.74% 1.47% 1.52% 1.82%
2017 3.27% 2.15% 2.56% 1.72%
2016 3.25% 3.33% 3.45% 2.91%
2015 2.76% 2.97% 3.27% 3.35%

2014 2.37% 4.25% 4.13% 2.60%
2013 0.74% -- -- --

Rank in Category (By Total Return)

Load Adjusted Returns

1-Year 11.04%
3-Year 11.93%
5-Year 8.59%
10-Year 9.62%

Performance & Risk

YTD Return 6.48%
5y Average Return 8.64%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) --
Morningstar Risk Rating --

Fund Overview

Category --
Fund Family Itau Unibanco Asset Management Lda
Net Assets 383.75M
YTD Return 5.83%
Yield 0.00%
Morningstar Rating --
Inception Date Jul 29, 2013

Fund Summary

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