Descrição
S&P 500 Equal Weight
Rentabilidade no início
1.737,43%Volatilidade no início
19,26%Índice de Sharpe no início
-0,32Rentabilidade 12M
17,75%Volatilidade 12M
11,67%Índice de Sharpe 12M
0,28
Gráfico de Rentabilidade
S&P 500 Equal Weight
Entenda o cálculo
Última atualização 18/08/2026.
Rentabilidade histórica
S&P 500 Equal Weight
ANO | Jan | Fev | Mar | Abr | Mai | Jun | Jul | Ago | Set | Out | Nov | Dez | No ano | Acumulado | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | S&P 500 Equal Weightp.p. acima IBOV | 3,28%- | 3,40%- | -6,18%- | 5,87%- | 2,51%- | 2,18%- | 0,92%- | 2,16%- | -- | -- | -- | -- | 14,55%- | 1.737,43%- |
| 2025 | S&P 500 Equal Weightp.p. acima IBOV | 3,40%- | -0,77%- | -3,59%- | -2,38%- | 4,15%- | 3,23%- | 0,88%- | 2,52%- | 0,90%- | -1,04%- | 1,73%- | 0,25%- | 9,34%- | 1.504,02%- |
| 2024 | S&P 500 Equal Weightp.p. acima IBOV | -0,91%- | 3,96%- | 4,25%- | -4,95%- | 2,63%- | -0,65%- | 4,39%- | 2,30%- | 2,15%- | -1,72%- | 6,24%- | -6,44%- | 10,90%- | 1.367,02%- |
| 2023 | S&P 500 Equal Weightp.p. acima IBOV | 7,30%- | -3,48%- | -1,11%- | 0,24%- | -3,99%- | 7,51%- | 3,36%- | -3,37%- | -5,26%- | -4,18%- | 8,87%- | 6,66%- | 11,56%- | 1.222,83%- |
| 2022 | S&P 500 Equal Weightp.p. acima IBOV | -4,43%- | -1,03%- | 2,39%- | -6,48%- | 0,80%- | -9,58%- | 8,60%- | -3,69%- | -9,42%- | 9,70%- | 6,47%- | -4,90%- | -13,11%- | 1.085,78%- |
| 2021 | S&P 500 Equal Weightp.p. acima IBOV | -0,90%- | 5,90%- | 5,76%- | 4,65%- | 1,76%- | -0,01%- | 1,20%- | 2,22%- | -3,94%- | 5,24%- | -2,72%- | 6,02%- | 27,48%- | 1.264,76%- |
| 2020 | S&P 500 Equal Weightp.p. acima IBOV | -1,92%- | -9,17%- | -18,19%- | 14,33%- | 4,44%- | 1,38%- | 4,73%- | 4,26%- | -2,71%- | -0,72%- | 14,07%- | 4,09%- | 10,47%- | 970,60%- |
| 2019 | S&P 500 Equal Weightp.p. acima IBOV | 9,75%- | 3,46%- | 0,68%- | 3,51%- | -7,12%- | 7,33%- | 0,77%- | -3,34%- | 2,91%- | 1,17%- | 3,15%- | 2,57%- | 26,57%- | 869,16%- |
| 2018 | S&P 500 Equal Weightp.p. acima IBOV | 4,39%- | -4,52%- | -1,14%- | 0,32%- | 1,21%- | 0,77%- | 3,12%- | 1,79%- | -0,05%- | -7,29%- | 2,52%- | -9,91%- | -9,43%- | 665,73%- |
| 2017 | S&P 500 Equal Weightp.p. acima IBOV | 2,03%- | 3,01%- | -0,17%- | 0,59%- | 0,40%- | 1,02%- | 1,51%- | -1,14%- | 2,75%- | 1,01%- | 3,61%- | 1,01%- | 16,68%- | 745,45%- |
| 2016 | S&P 500 Equal Weightp.p. acima IBOV | -5,69%- | 0,89%- | 7,71%- | 1,14%- | 1,25%- | -0,25%- | 4,12%- | -0,02%- | -0,08%- | -2,49%- | 4,97%- | 0,93%- | 12,50%- | 624,56%- |
| 2015 | S&P 500 Equal Weightp.p. acima IBOV | -2,92%- | 5,52%- | -1,08%- | 0,30%- | 0,57%- | -2,41%- | 0,88%- | -5,57%- | -3,42%- | 7,15%- | 0,04%- | -2,52%- | -4,11%- | 544,04%- |
| 2014 | S&P 500 Equal Weightp.p. acima IBOV | -3,04%- | 5,19%- | 0,49%- | 0,26%- | 2,01%- | 2,70%- | -2,38%- | 4,05%- | -2,68%- | 2,93%- | 2,45%- | 0,13%- | 12,35%- | 571,66%- |
| 2013 | S&P 500 Equal Weightp.p. acima IBOV | 6,45%- | 0,99%- | 4,18%- | 1,52%- | 2,51%- | -1,25%- | 5,40%- | -2,96%- | 3,83%- | 4,19%- | 2,13%- | 2,73%- | 33,62%- | 497,82%- |
| 2012 | S&P 500 Equal Weightp.p. acima IBOV | 5,52%- | 3,96%- | 2,20%- | -0,85%- | -7,14%- | 3,70%- | 0,15%- | 2,80%- | 2,32%- | -0,87%- | 1,04%- | 2,05%- | 15,27%- | 347,39%- |
| 2011 | S&P 500 Equal Weightp.p. acima IBOV | 2,14%- | 3,90%- | 0,66%- | 3,09%- | -0,70%- | -1,98%- | -3,62%- | -6,56%- | -9,17%- | 12,92%- | -0,87%- | -0,07%- | -1,92%- | 288,13%- |
| 2010 | S&P 500 Equal Weightp.p. acima IBOV | -3,22%- | 4,07%- | 6,87%- | 2,74%- | -7,54%- | -6,36%- | 7,22%- | -4,97%- | 10,12%- | 3,49%- | 0,70%- | 7,01%- | 19,81%- | 295,73%- |
| 2009 | S&P 500 Equal Weightp.p. acima IBOV | -7,98%- | -11,54%- | 10,26%- | 18,56%- | 6,15%- | -1,10%- | 9,20%- | 5,37%- | 5,19%- | -3,53%- | 5,15%- | 4,44%- | 43,26%- | 230,29%- |
| 2008 | S&P 500 Equal Weightp.p. acima IBOV | -4,51%- | -3,54%- | -1,23%- | 5,17%- | 2,49%- | -9,93%- | -0,59%- | 2,75%- | -10,32%- | -21,14%- | -9,80%- | 2,51%- | -40,99%- | 130,55%- |
| 2007 | S&P 500 Equal Weightp.p. acima IBOV | 2,31%- | -0,49%- | 0,66%- | 4,27%- | 3,14%- | -1,90%- | -4,59%- | 0,01%- | 2,39%- | 1,21%- | -4,97%- | -1,59%- | -0,03%- | 290,72%- |
| 2006 | S&P 500 Equal Weightp.p. acima IBOV | 4,04%- | 0,04%- | 1,70%- | 0,98%- | -3,04%- | -0,36%- | -1,55%- | 2,67%- | 2,44%- | 3,60%- | 2,34%- | 0,58%- | 14,02%- | 290,84%- |
| 2005 | S&P 500 Equal Weightp.p. acima IBOV | -3,05%- | 1,98%- | -1,43%- | -3,17%- | 4,39%- | 1,31%- | 4,98%- | -1,22%- | 0,73%- | -2,59%- | 4,19%- | 0,62%- | 6,45%- | 242,77%- |
| 2004 | S&P 500 Equal Weightp.p. acima IBOV | 2,35%- | 1,87%- | -0,78%- | -2,60%- | 1,72%- | 2,95%- | -4,48%- | -0,37%- | 2,54%- | 2,31%- | 5,42%- | 3,76%- | 15,22%- | 222,01%- |
| 2003 | S&P 500 Equal Weightp.p. acima IBOV | -2,94%- | -2,51%- | 0,25%- | 10,08%- | 9,53%- | 0,61%- | 2,48%- | 4,27%- | -1,82%- | 6,96%- | 1,98%- | 5,01%- | 38,29%- | 179,47%- |
| 2002 | S&P 500 Equal Weightp.p. acima IBOV | -0,52%- | -1,16%- | 5,97%- | -3,66%- | -1,47%- | -7,71%- | -10,84%- | 0,41%- | -11,34%- | 6,99%- | 10,96%- | -6,03%- | -19,19%- | 102,09%- |
| 2001 | S&P 500 Equal Weightp.p. acima IBOV | 4,51%- | -4,90%- | -4,54%- | 8,08%- | 1,38%- | -1,72%- | -1,12%- | -4,38%- | -11,84%- | 2,67%- | 8,92%- | 3,07%- | -1,85%- | 150,08%- |
| 2000 | S&P 500 Equal Weightp.p. acima IBOV | -6,04%- | -4,18%- | 9,99%- | 0,85%- | 1,51%- | -2,83%- | 0,14%- | 6,97%- | -1,56%- | 2,12%- | -4,15%- | 5,85%- | 7,63%- | 154,79%- |
| 1999 | S&P 500 Equal Weightp.p. acima IBOV | 1,03%- | -2,32%- | 2,06%- | 9,54%- | -0,54%- | 3,88%- | -3,67%- | -2,32%- | -3,87%- | 2,89%- | -0,53%- | 4,43%- | 10,20%- | 136,73%- |
| 1998 | S&P 500 Equal Weightp.p. acima IBOV | -0,46%- | 7,66%- | 4,88%- | 0,22%- | -2,77%- | 0,99%- | -4,53%- | -15,07%- | 5,43%- | 8,56%- | 4,68%- | 2,70%- | 10,36%- | 114,82%- |
| 1997 | S&P 500 Equal Weightp.p. acima IBOV | 3,76%- | 1,06%- | -3,65%- | 3,04%- | 6,96%- | 3,74%- | 7,71%- | -2,99%- | 5,07%- | -4,50%- | 3,04%- | 1,58%- | 26,74%- | 94,66%- |
| 1996 | S&P 500 Equal Weightp.p. acima IBOV | 2,87%- | 0,93%- | 1,65%- | 2,78%- | 1,04%- | -1,12%- | -5,81%- | 2,89%- | 4,80%- | 1,26%- | 6,65%- | -1,98%- | 16,53%- | 53,58%- |
| 1995 | S&P 500 Equal Weightp.p. acima IBOV | 1,88%- | 3,98%- | 2,78%- | 2,25%- | 3,12%- | 2,29%- | 3,14%- | 0,43%- | 2,32%- | -2,47%- | 4,73%- | 1,41%- | 28,93%- | 31,80%- |
| 1994 | S&P 500 Equal Weightp.p. acima IBOV | -- | -- | -- | -- | -- | -- | 2,58%- | 4,88%- | -2,84%- | 1,00%- | -4,58%- | 1,49%- | 2,23%- | 2,23%- |
Índices de Rentabilidade
S&P 500 Equal Weight
Não foi possível carregar a tabela de Índices de Rentabilidade.
Consistência
Não foi possível carregar a tabela de consistência.
Volatilidade
S&P 500 Equal Weight
Drawdown
S&P 500 Equal Weight