São Paulo - Delayed Quote BRL

Opportunity Summa FIM IE (0P0001BH59.SA)

1.7334 -0.0063 (-0.36%)
At close: October 24 at 5:00:00 PM GMT-3

Performance Overview

Morningstar Return Rating --
YTD Return 10.09%
5y Average Return 5.06%
Number of Years Up 1
Number of Years Down --
Best 1Y Total Return (Dec 10, 2024) 31.03%
Worst 1Y Total Return (Dec 10, 2024) --
Best 3Y Total Return 31.03%
Worst 3Y Total Return --

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001BH59.SA
Category
YTD
7.16%
0.00%
1-Month
-1.35%
0.00%
3-Month
-2.47%
0.00%
1-Year
12.46%
0.00%
3-Year
7.35%
0.00%
5-Year
4.94%
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
0P0001BH59.SA
Category
2024
--
--
2023
31.03%
--
2022
-13.50%
--
2021
-7.03%
--
2020
5.03%
--
2019
33.19%
--
2018
2.07%
--
2017
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 4.10% 1.96% 1.65% --
2023 -1.02% 19.24% -0.07% 11.10%
2022 3.93% -18.33% 9.04% -6.54%
2021 -0.51% 7.58% -8.07% -5.51%
2020 -28.20% 24.32% 2.98% 14.26%
2019 6.65% 6.38% 5.65% 11.12%
2018 5.66% -5.69% 3.40% -0.95%
2017 1.36% -- -- --

Rank in Category (By Total Return)

Load Adjusted Returns

1-Year 12.46%
3-Year 7.35%
5-Year 4.94%
10-Year --

Performance & Risk

YTD Return 10.09%
5y Average Return 5.06%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.75
Morningstar Risk Rating --

Fund Overview

Category --
Fund Family Opportunity GDR Ltda
Net Assets 10.86M
YTD Return 7.16%
Yield 0.00%
Morningstar Rating --
Inception Date Jul 28, 2017

Fund Summary

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