Robeco FinTech FH CHF/ LU1857098252 /
| NAV08.10.2024 | Diff.+1,3000 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 118,0200CHF | +1,11% | thesaurierend | Aktien weltweit | Robeco Inst. AM ▶ |
Monatliche Performance
| Jän | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2018 | - | - | - | - | - | - | - | - | -0,90 | -7,57 | -1,56 | -9,36 | - |
| 2019 | 10,48 | 6,01 | 2,79 | 4,84 | -2,47 | 4,39 | 1,80 | -1,60 | -1,77 | -0,27 | 4,17 | 0,44 | +31,92% |
| 2020 | 3,19 | -5,78 | -18,51 | 13,44 | 8,61 | 2,78 | 5,15 | 3,37 | -2,28 | -4,73 | 14,32 | 6,69 | +23,82% |
| 2021 | -2,11 | 4,70 | 1,11 | 5,44 | -0,86 | 2,43 | 0,84 | 3,99 | -4,22 | 3,75 | -8,31 | -1,45 | +4,49% |
| 2022 | -10,23 | -6,26 | -0,82 | -11,87 | -7,62 | -11,44 | 9,53 | -0,76 | -10,08 | 5,33 | 1,22 | -5,99 | -41,05% |
| 2023 | 11,61 | -3,65 | -1,89 | 0,14 | -0,39 | 4,39 | 6,35 | -5,14 | -5,31 | -4,38 | 15,16 | 6,86 | +23,51% |
| 2024 | -0,52 | 4,59 | 2,39 | -7,04 | -0,52 | -0,51 | 4,32 | 4,47 | 3,40 | 0,59 | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 14,92% | 15,30% | 15,24% | 23,46% | 24,18% |
| Sharpe Ratio | 0,77 | 0,53 | 1,79 | -0,54 | -0,04 |
| Bester Monat | +6,86% | +4,47% | +15,16% | +15,16% | +15,16% |
| Schlechtester Monat | -7,04% | -7,04% | -7,04% | -11,87% | -18,51% |
| Maximaler Verlust | -9,81% | -8,87% | -9,81% | -49,92% | -49,92% |
| Outperformance | -13,10% | - | -14,07% | - | - |
Alle Kurse in CHF
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| Robeco FinTech Z EUR | thesaurierend | 185,8600 | +32,47% | -10,50% | |
| Robeco FinTech FH CHF | thesaurierend | 118,0200 | +30,42% | -25,80% | |
| Robeco FinTech I EUR | thesaurierend | 174,6200 | +31,27% | -12,93% | |
| Robeco FinTech I USD | thesaurierend | 162,7000 | +36,56% | -17,47% | |
| Robeco FinTech F EUR | thesaurierend | 174,2600 | +31,23% | -13,00% | |
| Robeco FinTech F USD | thesaurierend | 162,3500 | +36,52% | -17,54% | |
| Robeco FinTech X EUR | thesaurierend | 118,3900 | +31,43% | -12,61% | |
| Robeco FinTech XH CHF | thesaurierend | 97,8800 | +30,61% | -25,42% | |
| Robeco FinTech D EUR | thesaurierend | 165,4400 | +30,25% | -14,95% | |
| Robeco FinTech D USD | thesaurierend | 154,1700 | +35,51% | -19,38% |
Performance
| lfd. Jahr | +11,10% | ||
|---|---|---|---|
| 6 Monate | +5,55% | ||
| 1 Jahr | +30,42% | ||
| 3 Jahre | -25,80% | ||
| 5 Jahre | +12,36% | ||
| 10 Jahre | - | ||
| seit Beginn | +18,02% | ||
| Jahr | |||
| 2023 | +23,51% | ||
| 2022 | -41,05% | ||
| 2021 | +4,49% | ||
| 2020 | +23,82% | ||
| 2019 | +31,92% | ||
