São Paulo - Delayed Quote BRL

Oliveira Caspio Quotas FIM C Priv IE (0P000177MK.SA)

1,938.66 +12.71 (+0.66%)
At close: December 19 at 5:00:00 PM GMT-3

Performance Overview

Morningstar Return Rating --
YTD Return 3.14%
5y Average Return 6.39%
Number of Years Up 1
Number of Years Down --
Best 1Y Total Return (Dec 19, 2024) 9.23%
Worst 1Y Total Return (Dec 19, 2024) --
Best 3Y Total Return 9.23%
Worst 3Y Total Return --

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P000177MK.SA
Category
YTD
4.53%
0.00%
1-Month
-0.43%
0.00%
3-Month
-0.31%
0.00%
1-Year
2.42%
0.00%
3-Year
8.89%
0.00%
5-Year
6.73%
0.00%
10-Year
0.00%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P000177MK.SA
Category
2024
--
--
2023
9.23%
--
2022
12.01%
--
2021
3.72%
--
2020
3.93%
--
2019
6.25%
--
2018
6.36%
--
2017
10.17%
--

2016
13.49%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 1.97% -0.17% 2.91% --
2023 2.55% 3.32% 2.81% 0.28%
2022 3.08% 2.06% 3.52% 2.84%
2021 0.21% 1.18% 0.98% 1.30%
2020 0.36% 1.51% 0.78% 1.23%
2019 1.56% 1.73% 1.56% 1.26%
2018 1.71% 1.19% 1.53% 1.79%
2017 3.30% 2.38% 2.54% 1.59%
2016 3.09% 3.15% 3.50% 3.11%

Rank in Category (By Total Return)

Load Adjusted Returns

1-Year 2.42%
3-Year 8.89%
5-Year 6.73%
10-Year --

Performance & Risk

YTD Return 3.14%
5y Average Return 6.39%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) --
Morningstar Risk Rating --

Fund Overview

Category --
Fund Family Oliveira Trust DTVM SA
Net Assets 215.14M
YTD Return 4.53%
Yield 0.00%
Morningstar Rating --
Inception Date Sep 04, 2015

Fund Summary

Related Tickers