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Desempenho dos Investimentos
MAIO/2022
Plano A
Plano B
Plano A
| Acumulado | Valor (R$ Mil) | Percentual do Total | Rentabilidade |
|---|---|---|---|
| Renda Fixa | 2.256.339 | 92,05% | 6,78% |
| Renda Variável | 111.617 | 4,55% | 13,14% |
| Imóveis | 76.678 | 3,13% | 1,47% |
| Empréstimos | 6.630 | 0,27% | 10,04% |
| Fundo de Índice | 0 | 0,00% | 0,00% |
| Investimento Total | 2.451.264 | 100,00% | 6,89% |
| Indicadores Acumulados | ||||
|---|---|---|---|---|
| Anos | IBOVESPA | IBrX-50 | INPC + 3,76% a.a. | CDI |
| 2022 | 6,23% | 6,74% | 6,59% | 4,34% |
| 2021 | -11,93% | -10,54% | 14,30% | 4,42% |
| INPC + 4,10% a.a. |
||||
| 2020 | 3,62% | 2,92% | 9,77% | 2,77% |
| INPC + 4,38% a.a. | ||||
| 2019 | 31,58% | 29,16% | 9,06% | 4,31% |
| 2018 | 15,03% | 14,52% | 7,96% | 6,42% |
| INPC + 4,34% a.a. | ||||
| 2017 | 26,86% | 26,81% | 6,52% | 9,93% |
| INPC + 4,00% a.a. | ||||
| 2016 | 38,94% | 36,82% | 10,84% | 14,00% |
| 2015 | -13,31% | -13,09% | 15,73% | 13,24% |
| 2014 | -2,91% | -2,65% | 10,48% | 10,81% |
| 2013 | -15,50% | -4,41% | 9,79% | 8,06% |
| INPC + 5,00% a.a. | ||||
| 2012 | 7,40% | 9,86% | 11,51% | 8,40% |
| 2011 | -18,11% | -14,06% | 11,39% | 11,59% |
| 2010 | 1,04% | 0,75% | 11,79% | 9,75% |
| INPC + 5,50% a.a. | ||||
| 2009 | 82,66% | 72,41% | 9,84% | 9,88% |
| INPC + 5,75% a.a. | ||||
| 2008 | -41,25% | -43,16% | 12,60% | 12,38% |
Plano B
| Acumulado | Valor (R$ Mil) |
Percentual do Total |
Rentabilidade |
|---|---|---|---|
| Renda Fixa | 247.080 | 93,32% | 5,72% |
| Renda Variável | 16.762 | 6,33% | 12,32% |
| Empréstimos | 932 | 0,35% | 7,07% |
| Fundo de Índice | 0 | 0,00% | 0,00% |
| Investimento Total | 264.775 | 100,00% | 6,13% |
| Indicadores Acumulados | ||||
|---|---|---|---|---|
| Anos | IBOVESPA | IBrX-50 | INPC + 3,76% a.a. | CDI |
| 2022 | 6,23% | 6,74% | 6,59% | 4,34% |
| 2021 | -11,93% | -10,54% | 14,30% | 4,42% |
| INPC + 4,10% a.a. |
||||
| 2020 | 3,62% | 2,92% | 9,77% | 2,77% |
| INPC + 4,38%a.a. | ||||
| 2019 | 31,58% | 29,16% | 9,06% | 4,31% |
| 2018 | 15,03% | 14,52% | 7,96% | 6,42% |
| INPC + 4,34%a.a. | ||||
| 2017 | 26,86% | 26,81% | 6,52% | 9,93% |
| INPC + 4,00%a.a. | ||||
| 2016 | 38,94% | 36,82% | 10,84% | 14,00% |
| 2015 | -13,31% | -13,09% | 15,73% | 13,24% |
| 2014 | -2,91% | -2,65% | 10,48% | 10,81% |
| 2013 | -15,50% | -4,41% | 9,79% | 8,06% |
| INPC + 5,00%a.a. | ||||
| 2012 | 7,40% | 9,86% | 11,51% | 8,40% |
| 2011 | -18,11% | -14,06% | 11,39% | 11,59% |
| 2010 | 1,04% | 0,75% | 11,79% | 9,75% |
| INPC + 5,50%a.a. | ||||
| 2009 | 82,66% | 72,41% | 9,84% | 9,88% |
| INPC + 5,75%a.a. | ||||
| 2008 | -41,25% | -43,16% | 12,60% | 12,38% |
