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Valora Aspen FIC FIM C Priv (0P0001DYKZ.SA)

São Paulo - São Paulo Delayed price. Currency in BRL
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956.33+0.57 (+0.06%)
At close: 05:00PM BRT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.28%
5-year average return-3.15%
Number of years upN/A
Number of years down1
Best 1-yr total return (27 May 2024)-51.20%
Worst 1-yr total return (27 May 2024)N/A
Best 3-yr total return-51.20%
Worst 3-yr total returnN/A

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0001DYKZ.SACategory
YTD5.11%0.00%
1-month1.31%0.00%
3-month3.68%0.00%
1-year-50.85%0.00%
3-year-12.32%0.00%
5-year-3.17%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0001DYKZ.SACategory
2024
N/AN/A
2023
-51.20%N/A
2022
20.69%N/A
2021
12.25%N/A
2020
12.43%N/A
2019
13.70%N/A
2018
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.75%N/AN/AN/A
20232.98%4.55%4.44%-56.60%
20224.28%4.77%5.27%4.93%
20212.29%2.64%3.12%3.69%
20202.83%2.55%2.46%4.06%
20193.19%3.30%3.48%3.08%
20183.19%3.20%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-year-50.85%
3-year-12.32%
5-year-3.17%
10-yearN/A