Robeco FinTech Z EUR/ LU1700711234 /
| NAV08.11.2024 | Diff.+2,4700 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 206,3500EUR | +1,21% | thesaurierend | Aktien weltweit | Robeco Inst. AM ▶ |
Monatliche Performance
| Jän | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2018 | - | - | - | - | - | - | - | 5,58 | -0,67 | -5,50 | -0,49 | -10,18 | - |
| 2019 | 10,75 | 6,99 | 4,43 | 5,14 | -1,73 | 2,96 | 3,96 | -0,47 | -0,51 | -1,76 | 5,66 | -0,73 | +39,66% |
| 2020 | 4,68 | -4,93 | -18,83 | 13,83 | 7,21 | 2,13 | 0,98 | 2,78 | -0,51 | -4,04 | 12,17 | 5,29 | +17,82% |
| 2021 | -1,30 | 4,84 | 4,12 | 3,42 | -1,65 | 4,91 | 1,03 | 4,58 | -2,61 | 3,98 | -5,76 | -2,15 | +13,45% |
| 2022 | -9,02 | -6,31 | 0,00 | -7,47 | -7,82 | -9,45 | 12,71 | 0,73 | -7,83 | 5,01 | -1,47 | -8,33 | -34,67% |
| 2023 | 10,51 | -1,46 | -3,42 | -0,97 | 3,05 | 2,54 | 5,93 | -3,39 | -2,72 | -3,94 | 12,59 | 6,32 | +25,96% |
| 2024 | 1,37 | 5,29 | 2,83 | -5,79 | -1,36 | 0,96 | 4,01 | 2,85 | 3,19 | 4,94 | 8,02 | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 15,91% | 16,93% | 15,39% | 22,68% | 23,89% |
| Sharpe Ratio | 1,99 | 2,65 | 2,89 | -0,19 | 0,21 |
| Bester Monat | +8,02% | +8,02% | +12,59% | +12,71% | +13,83% |
| Schlechtester Monat | -5,79% | -1,36% | -5,79% | -9,45% | -18,83% |
| Maximaler Verlust | -9,66% | -8,26% | -9,66% | -42,69% | -43,07% |
| Outperformance | - | - | - | - | - |
Alle Kurse in EUR
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| Robeco FinTech Z EUR | thesaurierend | 206,3500 | +47,56% | -3,85% | |
| Robeco FinTech FH CHF | thesaurierend | 128,3700 | +40,80% | -21,82% | |
| Robeco FinTech I EUR | thesaurierend | 193,7200 | +46,21% | -6,46% | |
| Robeco FinTech I USD | thesaurierend | 176,8500 | +46,79% | -13,25% | |
| Robeco FinTech F EUR | thesaurierend | 193,3200 | +46,17% | -6,54% | |
| Robeco FinTech F USD | thesaurierend | 176,4600 | +46,74% | -13,32% | |
| Robeco FinTech X EUR | thesaurierend | 131,3500 | +46,38% | -6,12% | |
| Robeco FinTech XH CHF | thesaurierend | 106,4800 | +40,98% | -21,41% | |
| Robeco FinTech D EUR | thesaurierend | 183,4200 | +45,08% | -8,62% | |
| Robeco FinTech D USD | thesaurierend | 167,4700 | +45,65% | -15,25% |
Performance
| lfd. Jahr | +28,86% | ||
|---|---|---|---|
| 6 Monate | +21,81% | ||
| 1 Jahr | +47,56% | ||
| 3 Jahre | -3,85% | ||
| 5 Jahre | +46,50% | ||
| 10 Jahre | - | ||
| seit Beginn | +74,84% | ||
| Jahr | |||
| 2023 | +25,96% | ||
| 2022 | -34,67% | ||
| 2021 | +13,45% | ||
| 2020 | +17,82% | ||
| 2019 | +39,66% | ||
