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Desempenho dos Investimentos
OUTUBRO/2019
Plano A
Plano B
Plano A
| Acumulado – NOVEMBRO/19 | Valor (R$ Mil) | Percentual do Total | Rentabilidade |
|---|---|---|---|
| Renda Fixa | 1.948.327 | 80,80% | 8,13% |
| Investimentos Estruturados | 0 | 0,00% | 35,11% |
| Renda Variável | 373.577 | 15,49% | 29,70% |
| Imóveis | 83.105 | 3,45% | 5,31% |
| Empréstimos | 6.384 | 0,26% | 13,41% |
| Investimento Total | 2.411.394 | 100,00% | 12,06% |
| Indicadores Acumulados | ||||
|---|---|---|---|---|
| Anos | IBOVESPA | IBrX-50 | INPC + 4,38% a.a. | CDI |
| 2019 | 23,15% | 21,21% | 7,36% | 3,12% |
| 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 – NOVEMBRO/19 | Valor (R$ Mil) | Percentual do Total | Rentabilidade |
|---|---|---|---|
| Renda Fixa | 169.819 | 83,70% | 7,36% |
| Investimentos Estruturados | 0 | 0,00% | 35,11% |
| Renda Variável | 31.999 | 15,77% | 29,30% |
| Empréstimos | 1.081 | 0,53% | 13,51% |
| Investimento Total | 202.899 | 100,00% | 10,65% |
| Indicadores Acumulados | ||||
|---|---|---|---|---|
| Anos | IBOVESPA | IBrX-50 | INPC + 4,38%a.a. | CDI |
| 2019 | 23,15% | 21,21% | 7,36% | 3,12% |
| 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% |
