São Paulo - Delayed Quote BRL
Julius Lean FIM C Priv IE (0P0001O2IY.SA)
At close: March 20 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 (Mar 20, 2024) | 5.94% |
| Worst 1Y Total Return (Mar 20, 2024) | -- |
| Best 3Y Total Return | 5.94% |
| Worst 3Y Total Return | -- |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P0001O2IY.SA
Category
- YTD
- 1.41%
- 0.00%
- 1-Month
- 0.55%
- 0.00%
- 3-Month
- 2.30%
- 0.00%
- 1-Year
- 6.43%
- 0.00%
- 3-Year
- 0.00%
- 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
0P0001O2IY.SA
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2023 | 1.07% | -0.64% | 2.87% | 2.55% |
| 2022 | -31.58% | 0.53% | 4.29% | 2.29% |
Rank in Category (By Total Return)
Rank in Category (By Total Return) Information Not Available
Load Adjusted Returns
| 1-Year | 6.43% |
| 3-Year | -- |
| 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 | Julius Baer Family Office Brasil Gestão de Patrimônio Ltda. |
| Net Assets | 7.58M |
| YTD Return | 1.41% |
| Yield | 0.00% |
| Morningstar Rating | -- |
| Inception Date | Nov 26, 2021 |
Fund Summary
Fund Summary Information Not Available
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