Robeco Global SDG Equities I EUR/ LU2145460783 /
| NAV27.08.2024 | Diff.+0.4800 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 194.4600EUR | +0.25% | thesaurierend | Aktien weltweit | Robeco Inst. AM ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2018 | -0.74 | -1.96 | -1.34 | 4.52 | 3.19 | -0.49 | 2.61 | 1.19 | 0.96 | -2.50 | 4.13 | -6.89 | +2.12% |
| 2019 | 5.26 | 3.69 | 3.03 | 1.96 | -1.52 | 3.07 | 1.60 | 1.41 | 3.03 | -0.13 | 1.80 | 0.68 | +26.45% |
| 2020 | 1.72 | -6.16 | -10.89 | 8.04 | 2.27 | 1.61 | -1.29 | 3.34 | 0.19 | -4.08 | 7.66 | 2.13 | +2.93% |
| 2021 | 0.32 | -0.52 | 6.99 | 0.51 | 0.86 | 2.47 | 2.52 | 3.69 | -2.87 | 4.49 | 0.03 | 4.86 | +25.51% |
| 2022 | -4.73 | -3.08 | 2.82 | -1.66 | -1.72 | -5.81 | 8.81 | -3.71 | -5.20 | 4.90 | 3.51 | -6.75 | -13.08% |
| 2023 | 4.37 | 0.58 | -0.72 | 0.74 | 1.09 | 2.11 | 1.61 | -0.29 | -1.24 | -1.92 | 4.07 | 2.64 | +13.61% |
| 2024 | 3.45 | 4.16 | 3.19 | -1.52 | 1.57 | 3.05 | 2.43 | 0.40 | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 9.83% | 10.26% | 9.42% | 12.55% | 14.78% |
| Sharpe Ratio | 2.56 | 1.66 | 2.06 | 0.31 | 0.44 |
| Bester Monat | +4.16% | +4.16% | +4.16% | +8.81% | +8.81% |
| Schlechtester Monat | -1.52% | -1.52% | -1.92% | -6.75% | -10.89% |
| Maximaler Verlust | -5.79% | -5.79% | -6.40% | -16.13% | -30.11% |
| Outperformance | +1.55% | - | -4.61% | +9.06% | - |
Alle Kurse in EUR
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| Robeco Global SDG Equities I EUR | thesaurierend | 194.4600 | +22.87% | +23.74% | |
| Robeco Global SDG Equities I USD | thesaurierend | 131.0600 | +26.96% | - | |
| Robeco Global SDG Equities D USD | thesaurierend | 175.5000 | +25.99% | +14.52% | |
| Robeco Global SDG Equities F EUR | thesaurierend | 193.3500 | +22.78% | +23.45% | |
| Robeco Global SDG Equities S EUR | thesaurierend | 197.3800 | +23.02% | +24.12% | |
| Robeco Global SDG Equities D EUR | thesaurierend | 184.4500 | +21.91% | +20.88% |
Performance
| lfd. Jahr | +17.87% | ||
|---|---|---|---|
| 6 Monate | +9.77% | ||
| 1 Jahr | +22.87% | ||
| 3 Jahre | +23.74% | ||
| 5 Jahre | +61.58% | ||
| 10 Jahre | - | ||
| seit Beginn | +94.46% | ||
| Jahr | |||
| 2023 | +13.61% | ||
| 2022 | -13.08% | ||
| 2021 | +25.51% | ||
| 2020 | +2.93% | ||
| 2019 | +26.45% | ||
| 2018 | +2.12% | ||
