Robeco FinTech FH CHF/ LU1857098252 /
| NAV03.10.2024 | Diff.+0.5100 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 116.8000CHF | +0.44% | thesaurierend | Aktien weltweit | Robeco Inst. AM ▶ |
Monatliche Performance
| Jan | 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 | -0.45 | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 14.84% | 15.12% | 15.32% | 23.47% | 24.17% |
| Sharpe Ratio | 0.69 | 0.46 | 1.94 | -0.51 | -0.05 |
| 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 | 183.1600 | +33.81% | -8.64% | |
| Robeco FinTech FH CHF | thesaurierend | 116.8000 | +33.03% | -24.20% | |
| Robeco FinTech I EUR | thesaurierend | 172.1000 | +32.58% | -11.12% | |
| Robeco FinTech I USD | thesaurierend | 161.0400 | +39.44% | -15.77% | |
| Robeco FinTech F EUR | thesaurierend | 171.7500 | +32.54% | -11.20% | |
| Robeco FinTech F USD | thesaurierend | 160.7000 | +39.41% | -15.83% | |
| Robeco FinTech X EUR | thesaurierend | 116.6800 | +32.74% | -10.80% | |
| Robeco FinTech XH CHF | thesaurierend | 96.8600 | +33.20% | -23.82% | |
| Robeco FinTech D EUR | thesaurierend | 163.0700 | +31.54% | -13.18% | |
| Robeco FinTech D USD | thesaurierend | 152.6200 | +38.37% | -17.70% |
Performance
| lfd. Jahr | +9.95% | ||
|---|---|---|---|
| 6 Monate | +4.99% | ||
| 1 Jahr | +33.03% | ||
| 3 Jahre | -24.20% | ||
| 5 Jahre | +10.91% | ||
| 10 Jahre | - | ||
| seit Beginn | +16.80% | ||
| Jahr | |||
| 2023 | +23.51% | ||
| 2022 | -41.05% | ||
| 2021 | +4.49% | ||
| 2020 | +23.82% | ||
| 2019 | +31.92% | ||
