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BTG Itaquira FIM C Priv IE (0P0000U946.SA)

São Paulo - São Paulo Delayed price. Currency in BRL
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8.13+0.01 (+0.11%)
At close: 05:00PM BRT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.28%
5-year average return1.44%
Number of years up10
Number of years downN/A
Best 1-yr total return (7 May 2024)16.16%
Worst 1-yr total return (7 May 2024)N/A
Best 3-yr total return16.16%
Worst 3-yr total return10.59%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000U946.SACategory
YTD-1.73%0.00%
1-month-2.62%0.00%
3-month-0.46%0.00%
1-year8.21%0.00%
3-year2.41%0.00%
5-year1.19%0.00%
10-year4.62%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000U946.SACategory
2024
N/AN/A
2023
10.44%N/A
2022
7.72%N/A
2021
-14.49%N/A
2020
12.24%N/A
2019
-1.25%N/A
2018
8.14%N/A
2017
-8.60%N/A
2016
16.42%N/A
2015
9.72%N/A
2014
9.33%N/A
2013
5.43%N/A
2012
16.16%N/A
2011
12.34%N/A
2010
11.37%N/A
2009
15.96%N/A
2008
4.82%N/A
2007
11.14%N/A
2006
19.87%N/A
2005
19.31%N/A
2004
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20240.91%N/AN/AN/A
2023-0.08%4.92%-0.26%5.62%
20228.90%-5.86%8.49%-3.15%
20210.99%-5.48%-5.62%-5.08%
2020-11.72%12.15%4.13%8.86%
20193.56%-12.31%3.09%5.47%
20184.41%-2.29%2.66%3.27%
20175.52%-20.42%7.66%1.11%
20164.10%4.91%4.37%2.14%
20153.82%3.76%-3.17%5.18%
2014-2.63%1.42%6.87%3.59%
20131.56%-1.96%1.46%4.36%
20125.67%1.65%4.25%3.74%
20112.91%2.24%3.28%3.38%
20101.91%1.79%4.05%3.18%
20094.25%4.23%3.33%3.29%
2008-0.72%4.29%-1.24%2.51%
20073.35%4.56%1.61%1.22%
20065.91%3.68%4.31%4.64%
20053.52%4.58%5.04%4.91%
20044.30%4.44%N/AN/A

Rank in category (by total return)

YTDN/A
1-monthN/A
3-monthN/A
1-yearN/A
3-yearN/A
5-yearN/A

Load adjusted returns

1-year8.21%
3-year2.41%
5-year1.19%
10-year4.62%