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Desempenho dos Investimentos
NOVEMBRO/2021
Plano A
Plano B
Plano A
| Acumulado | Valor (R$ Mil) | Percentual do Total | Rentabilidade |
|---|---|---|---|
| Renda Fixa | 2.174.640 | 91,98% | 12,85% |
| Renda Variável | 103.143 | 4,36% | -13,69% |
| Imóveis | 79.889 | 3,38% | 3,82% |
| Empréstimos | 6.546 | 0,28% | 20,76% |
| Fundo de Índice | 0 | 0,00% | 4,27% |
| Investimento Total | 2.364.218 | 100,00% | 11,20% |
| Indicadores Acumulados | ||||
|---|---|---|---|---|
| Anos | IBOVESPA | IBrX-50 | INPC + 3,76% a.a. | CDI |
| 2021 | -14,37% | -13,79% | 13,13% | 3,63% |
| 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 | 231.654 | 93,34% | 9,67% |
| Renda Variável | 15.543 | 6,26% | -12,99% |
| Empréstimos | 979 | 0,39% | 10,52% |
| Fundo de Índice | 0 | 0,00% | 2,24% |
| Investimento Total | 248.176 | 100,00% | 7,83% |
| Indicadores Acumulados | ||||
|---|---|---|---|---|
| Anos | IBOVESPA | IBrX-50 | INPC + 3,76% a.a. | CDI |
| 2021 | -14,37% | -13,79% | 13,13% | 3,63% |
| 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% |
