São Paulo - Delayed Quote BRL
BTG Cap FIC FIM C Priv (0P0001K978.SA)
At close: July 9 at 5:00:00 PM GMT-3
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -100.00% |
| 5y Average Return | 0.00% |
| Number of Years Up | 1 |
| Number of Years Down | -- |
| Best 1Y Total Return (Jul 16, 2024) | 5.53% |
| Worst 1Y Total Return (Jul 16, 2024) | -- |
| Best 3Y Total Return | 5.53% |
| Worst 3Y Total Return | -- |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P0001K978.SA
Category
- YTD
- -4.21%
- 0.00%
- 1-Month
- 0.12%
- 0.00%
- 3-Month
- -3.34%
- 0.00%
- 1-Year
- 1.13%
- 0.00%
- 3-Year
- 5.77%
- 0.00%
- 5-Year
- 0.00%
- 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
0P0001K978.SA
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | -0.90% | -3.34% | -- | -- |
| 2023 | -1.34% | 1.31% | 0.40% | 5.16% |
| 2022 | 12.31% | 5.40% | 3.74% | -1.70% |
| 2021 | 0.50% | 4.41% | -0.44% | -2.61% |
| 2020 | 1.55% | 5.20% | -- | -- |
Rank in Category (By Total Return)
Rank in Category (By Total Return) Information Not Available
Load Adjusted Returns
| 1-Year | 1.13% |
| 3-Year | 5.77% |
| 5-Year | -- |
| 10-Year | -- |
Performance & Risk
| YTD Return | -100.00% |
| 5y Average Return | 0.00% |
| Rank in Category (ytd) | -- |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | -- |
| Morningstar Risk Rating | -- |
Fund Overview
| Category | -- |
| Fund Family | BTG Pactual WM Gestão de Recursos Ltda |
| Net Assets | 32.64M |
| YTD Return | -4.21% |
| Yield | 0.00% |
| Morningstar Rating | -- |
| Inception Date | Jun 18, 2020 |
Fund Summary
Fund Summary Information Not Available
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