Descrição
S&P 500 - Total Return
Rentabilidade no início
3.028,34%Volatilidade no início
18,65%Índice de Sharpe no início
-0,23Rentabilidade 12M
21,94%Volatilidade 12M
12,87%Índice de Sharpe 12M
0,58
Gráfico de Rentabilidade
S&P 500 - Total Return
Entenda o cálculo
Última atualização 19/08/2026.
Rentabilidade histórica
S&P 500 - Total Return
ANO | Jan | Fev | Mar | Abr | Mai | Jun | Jul | Ago | Set | Out | Nov | Dez | No ano | Acumulado | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | S&P 500 - Total Returnp.p. acima IBOV | 1,45%- | -0,76%- | -4,98%- | 10,49%- | 5,26%- | -0,95%- | -0,06%- | 2,98%- | -- | -- | -- | -- | 13,42%- | 3.028,34%- |
| 2025 | S&P 500 - Total Returnp.p. acima IBOV | 2,78%- | -1,30%- | -5,63%- | -0,68%- | 6,29%- | 5,09%- | 2,24%- | 2,03%- | 3,65%- | 2,34%- | 0,25%- | 0,06%- | 17,88%- | 2.658,18%- |
| 2024 | S&P 500 - Total Returnp.p. acima IBOV | 1,68%- | 5,34%- | 3,22%- | -4,08%- | 4,96%- | 3,59%- | 1,22%- | 2,43%- | 2,14%- | -0,91%- | 5,87%- | -2,38%- | 25,02%- | 2.239,82%- |
| 2023 | S&P 500 - Total Returnp.p. acima IBOV | 6,28%- | -2,44%- | 3,67%- | 1,56%- | 0,43%- | 6,61%- | 3,21%- | -1,59%- | -4,77%- | -2,10%- | 9,13%- | 4,54%- | 26,29%- | 1.771,56%- |
| 2022 | S&P 500 - Total Returnp.p. acima IBOV | -5,17%- | -2,99%- | 3,71%- | -8,72%- | 0,18%- | -8,25%- | 9,22%- | -4,08%- | -9,21%- | 8,10%- | 5,59%- | -5,76%- | -18,11%- | 1.381,98%- |
| 2021 | S&P 500 - Total Returnp.p. acima IBOV | -1,01%- | 2,76%- | 4,38%- | 5,34%- | 0,70%- | 2,33%- | 2,38%- | 3,04%- | -4,65%- | 7,01%- | -0,69%- | 4,48%- | 28,71%- | 1.709,74%- |
| 2020 | S&P 500 - Total Returnp.p. acima IBOV | -0,04%- | -8,23%- | -12,35%- | 12,82%- | 4,76%- | 1,99%- | 5,64%- | 7,19%- | -3,80%- | -2,66%- | 10,95%- | 3,84%- | 18,40%- | 1.306,11%- |
| 2019 | S&P 500 - Total Returnp.p. acima IBOV | 8,01%- | 3,21%- | 1,94%- | 4,05%- | -6,35%- | 7,05%- | 1,44%- | -1,58%- | 1,87%- | 2,17%- | 3,63%- | 3,02%- | 31,49%- | 1.087,61%- |
| 2018 | S&P 500 - Total Returnp.p. acima IBOV | 5,73%- | -3,69%- | -2,54%- | 0,38%- | 2,41%- | 0,62%- | 3,72%- | 3,26%- | 0,57%- | -6,83%- | 2,04%- | -9,03%- | -4,38%- | 803,22%- |
| 2017 | S&P 500 - Total Returnp.p. acima IBOV | 1,90%- | 3,97%- | 0,12%- | 1,03%- | 1,41%- | 0,62%- | 2,06%- | 0,31%- | 2,06%- | 2,33%- | 3,07%- | 1,11%- | 21,83%- | 844,63%- |
| 2016 | S&P 500 - Total Returnp.p. acima IBOV | -4,96%- | -0,13%- | 6,78%- | 0,39%- | 1,80%- | 0,26%- | 3,69%- | 0,14%- | 0,02%- | -1,82%- | 3,70%- | 1,98%- | 11,96%- | 675,36%- |
| 2015 | S&P 500 - Total Returnp.p. acima IBOV | -3,00%- | 5,75%- | -1,58%- | 0,96%- | 1,29%- | -1,94%- | 2,10%- | -6,03%- | -2,47%- | 8,44%- | 0,30%- | -1,58%- | 1,38%- | 592,53%- |
| 2014 | S&P 500 - Total Returnp.p. acima IBOV | -3,46%- | 4,57%- | 0,84%- | 0,74%- | 2,35%- | 2,07%- | -1,38%- | 4,00%- | -1,40%- | 2,44%- | 2,69%- | -0,25%- | 13,69%- | 583,08%- |
| 2013 | S&P 500 - Total Returnp.p. acima IBOV | 5,18%- | 1,36%- | 3,75%- | 1,93%- | 2,34%- | -1,34%- | 5,09%- | -2,90%- | 3,14%- | 4,60%- | 3,05%- | 2,53%- | 32,39%- | 500,84%- |
| 2012 | S&P 500 - Total Returnp.p. acima IBOV | 4,48%- | 4,32%- | 3,29%- | -0,63%- | -6,01%- | 4,12%- | 1,39%- | 2,25%- | 2,58%- | -1,85%- | 0,58%- | 0,91%- | 16,00%- | 353,84%- |
| 2011 | S&P 500 - Total Returnp.p. acima IBOV | 2,37%- | 3,43%- | 0,04%- | 2,96%- | -1,13%- | -1,67%- | -2,03%- | -5,43%- | -7,03%- | 10,93%- | -0,22%- | 1,02%- | 2,11%- | 291,23%- |
| 2010 | S&P 500 - Total Returnp.p. acima IBOV | -3,60%- | 3,10%- | 6,03%- | 1,58%- | -7,99%- | -5,23%- | 7,01%- | -4,51%- | 8,92%- | 3,81%- | 0,01%- | 6,68%- | 15,06%- | 283,14%- |
| 2009 | S&P 500 - Total Returnp.p. acima IBOV | -8,43%- | -10,65%- | 8,76%- | 9,57%- | 5,59%- | 0,20%- | 7,56%- | 3,61%- | 3,73%- | -1,86%- | 6,00%- | 1,93%- | 26,46%- | 232,98%- |
| 2008 | S&P 500 - Total Returnp.p. acima IBOV | -6,00%- | -3,25%- | -0,43%- | 4,87%- | 1,30%- | -8,43%- | -0,84%- | 1,45%- | -8,91%- | -16,80%- | -7,18%- | 1,06%- | -37,00%- | 163,30%- |
| 2007 | S&P 500 - Total Returnp.p. acima IBOV | 1,51%- | -1,96%- | 1,12%- | 4,43%- | 3,49%- | -1,66%- | -3,10%- | 1,50%- | 3,74%- | 1,59%- | -4,18%- | -0,69%- | 5,49%- | 317,92%- |
| 2006 | S&P 500 - Total Returnp.p. acima IBOV | 2,65%- | 0,27%- | 1,24%- | 1,34%- | -2,88%- | 0,14%- | 0,62%- | 2,38%- | 2,58%- | 3,26%- | 1,90%- | 1,40%- | 15,79%- | 296,16%- |
| 2005 | S&P 500 - Total Returnp.p. acima IBOV | -2,44%- | 2,10%- | -1,77%- | -1,90%- | 3,18%- | 0,14%- | 3,72%- | -0,91%- | 0,81%- | -1,67%- | 3,78%- | 0,03%- | 4,91%- | 242,12%- |
| 2004 | S&P 500 - Total Returnp.p. acima IBOV | 1,84%- | 1,39%- | -1,51%- | -1,57%- | 1,37%- | 1,94%- | -3,31%- | 0,40%- | 1,08%- | 1,53%- | 4,05%- | 3,40%- | 10,88%- | 226,11%- |
| 2003 | S&P 500 - Total Returnp.p. acima IBOV | -2,62%- | -1,50%- | 0,97%- | 8,24%- | 5,27%- | 1,28%- | 1,76%- | 1,95%- | -1,06%- | 5,66%- | 0,88%- | 5,24%- | 28,68%- | 194,10%- |
| 2002 | S&P 500 - Total Returnp.p. acima IBOV | -1,46%- | -1,93%- | 3,76%- | -6,06%- | -0,74%- | -7,12%- | -7,80%- | 0,66%- | -10,87%- | 8,80%- | 5,89%- | -5,87%- | -22,10%- | 128,55%- |
| 2001 | S&P 500 - Total Returnp.p. acima IBOV | 3,55%- | -9,12%- | -6,34%- | 7,77%- | 0,67%- | -2,43%- | -0,98%- | -6,26%- | -8,08%- | 1,91%- | 7,67%- | 0,88%- | -11,89%- | 193,38%- |
| 2000 | S&P 500 - Total Returnp.p. acima IBOV | -5,02%- | -1,89%- | 9,78%- | -3,01%- | -2,05%- | 2,47%- | -1,56%- | 6,21%- | -5,28%- | -0,42%- | -7,88%- | 0,49%- | -9,10%- | 232,96%- |
| 1999 | S&P 500 - Total Returnp.p. acima IBOV | 4,18%- | -3,11%- | 4,00%- | 3,87%- | -2,36%- | 5,55%- | -3,12%- | -0,49%- | -2,74%- | 6,33%- | 2,03%- | 5,89%- | 21,04%- | 266,31%- |
| 1998 | S&P 500 - Total Returnp.p. acima IBOV | 1,11%- | 7,21%- | 5,12%- | 1,01%- | -1,72%- | 4,06%- | -1,06%- | -14,46%- | 6,41%- | 8,13%- | 6,06%- | 5,76%- | 28,58%- | 202,63%- |
| 1997 | S&P 500 - Total Returnp.p. acima IBOV | 6,25%- | 0,78%- | -4,11%- | 5,97%- | 6,09%- | 4,48%- | 7,96%- | -5,60%- | 5,48%- | -3,34%- | 4,63%- | 1,72%- | 33,36%- | 135,37%- |
| 1996 | S&P 500 - Total Returnp.p. acima IBOV | 3,40%- | 0,93%- | 0,96%- | 1,47%- | 2,58%- | 0,38%- | -4,42%- | 2,11%- | 5,63%- | 2,76%- | 7,56%- | -1,98%- | 22,96%- | 76,49%- |
| 1995 | S&P 500 - Total Returnp.p. acima IBOV | 2,59%- | 3,90%- | 2,95%- | 2,94%- | 4,00%- | 2,32%- | 3,32%- | 0,25%- | 4,22%- | -0,36%- | 4,39%- | 1,93%- | 37,58%- | 43,53%- |
| 1994 | S&P 500 - Total Returnp.p. acima IBOV | -- | -- | -- | -- | -- | -- | 2,75%- | 4,10%- | -2,44%- | 2,25%- | -3,64%- | 1,48%- | 4,33%- | 4,33%- |
Índices de Rentabilidade
S&P 500 - Total Return
Não foi possível carregar a tabela de Índices de Rentabilidade.
Consistência
Não foi possível carregar a tabela de consistência.
Volatilidade
S&P 500 - Total Return
Drawdown
S&P 500 - Total Return