Robeco Global Climate Transition Equities Z EUR/ LU2554843115 /
NAV2024-11-05 | Chg.+1.4900 | Type of yield | Investment Focus | Investment company |
---|---|---|---|---|
140.4000EUR | +1.07% | reinvestment | Equity Worldwide | Robeco Inst. AM ▶ |
Monthly performance
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2007 | - | - | - | - | - | - | - | -1.10 | 0.38 | - | - | - | - |
2022 | - | - | - | - | - | - | - | - | - | - | -41.13 | -8.28 | - |
2023 | 8.14 | 1.21 | 1.09 | -3.38 | 4.95 | 4.61 | 1.13 | -1.73 | -2.53 | -5.78 | 6.34 | 5.17 | +19.80% |
2024 | -0.29 | 8.41 | 3.84 | -2.14 | 5.27 | 1.28 | 2.54 | -0.41 | 1.89 | 0.55 | 1.50 | - | - |
Calculated values
YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
---|---|---|---|---|---|
Volatility | 13.10% | 13.54% | 12.53% | 11.12% | 11.12% |
Sharpe ratio | 2.01 | 1.36 | 2.61 | - | - |
Best month | +8.41% | +5.27% | +8.41% | - | - |
Worst month | -2.14% | -0.41% | -2.14% | - | - |
Maximum loss | -8.26% | -8.26% | -8.26% | -10.80% | -10.80% |
Outperformance | - | - | - | - | - |
All quotes in EUR
Share classes
Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
---|---|---|---|---|---|
Robeco Global Climate Transition... | reinvestment | 154.1400 | +36.40% | - | |
Robeco Global Climate Transition... | reinvestment | 140.2300 | +31.24% | - | |
Robeco Global Climate Transition... | reinvestment | 142.3600 | +34.37% | - | |
Robeco Global Climate Transition... | reinvestment | 151.2200 | +35.27% | - | |
Robeco Global Climate Transition... | reinvestment | 154.0200 | +36.34% | - | |
Robeco Global Climate Transition... | reinvestment | 140.4000 | +35.72% | - | |
Robeco Global Climate Transition... | reinvestment | 142.5200 | +34.43% | - | |
Robeco Global Climate Transition... | reinvestment | 142.4000 | +34.37% | - | |
Robeco Global Climate Transition... | reinvestment | 154.0200 | +36.34% | - | |
Robeco Global Climate Transition... | reinvestment | 139.8000 | +33.31% | - |
Performance
YTD | +24.36% | ||
---|---|---|---|
6 Months | +10.23% | ||
1 Year | +35.72% | ||
3 Years | - | ||
5 Years | - | ||
10 Years | - | ||
Since start | -25.00% | ||
Year | |||
2023 | +19.80% |