Clique nas opções abaixo para acessar as informações desejadas:
Desempenho dos Investimentos
JULHO/2019
Plano A
Plano B
Plano A
| Acumulado – JULHO/19 | Valor (R$ Mil) | Percentual do Total | Rentabilidade |
|---|---|---|---|
| Renda Fixa | 1.936.45 | 82,22% | 5,61% |
| Investimentos Estruturados | 104.127 | 4,42% | 16,41% |
| Renda Variável | 219.595 | 9,32% | 12,32% |
| Imóveis | 88.716 | 3,77% | 3,49% |
| Empréstimos | 6.345 | 0,27% | 9,00% |
| Investimento Total | 2.355.234 | 100,00% | 6,55% |
| Indicadores Acumulados | ||||
|---|---|---|---|---|
| Anos | IBOVESPA | IBrX-50 | INPC + 4,38% a.a. | CDI |
| 2019 | 15,84% | 14,61% | 5,15% | 3,66% |
| 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 – JULHO/19 | Valor (R$ Mil) | Percentual do Total | Rentabilidade |
|---|---|---|---|
| Renda Fixa | 162.275 | 84,93% | 5,00% |
| Investimentos Estruturados | 7.045 | 3,69% | 16,41% |
| Renda Variável | 21.185 | 11,09% | 14,55% |
| Empréstimos | 574 | 0,30% | 8,20% |
| Investimento Total | 191.079 | 100,00% | 6,41% |
| Indicadores Acumulados | ||||
|---|---|---|---|---|
| Anos | IBOVESPA | IBrX-50 | INPC + 4,38%a.a. | CDI |
| 2019 | 15,84% | 14,61% | 5,15% | 3,66% |
| 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% |
