Robeco Net Zero 2050 Climate Equities D EUR/ LU2496629259 /
NAV8/13/2024 | Chg.+1.7600 | Type of yield | Investment Focus | Investment company |
---|---|---|---|---|
130.0500EUR | +1.37% | reinvestment | Equity Worldwide | Robeco Inst. AM ▶ |
Monthly performance
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2022 | - | - | - | - | - | - | - | -4.78 | -6.37 | 3.49 | 3.44 | -8.42 | - |
2023 | 7.98 | 1.06 | 0.94 | -3.51 | 4.78 | 4.44 | 0.98 | -1.88 | -2.67 | -5.92 | 6.18 | 5.01 | +17.67% |
2024 | -0.46 | 8.25 | 3.70 | -2.30 | 5.11 | 1.14 | 2.37 | -4.11 | - | - | - | - | - |
Calculated values
YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
---|---|---|---|---|---|
Volatility | 13.45% | 13.92% | 13.08% | -% | -% |
Sharpe ratio | 1.50 | 1.29 | 1.06 | - | - |
Best month | +8.25% | +8.25% | +8.25% | +8.25% | - |
Worst month | -4.11% | -4.11% | -5.92% | -8.42% | - |
Maximum loss | -8.34% | -8.34% | -10.17% | - | - |
Outperformance | - | - | - | - | - |
All quotes in EUR
Share classes
Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
---|---|---|---|---|---|
Robeco Net Zero 2050 Climate Equ... | reinvestment | 132.2000 | +18.31% | - | |
Robeco Net Zero 2050 Climate Equ... | reinvestment | 141.3700 | +17.93% | - | |
Robeco Net Zero 2050 Climate Equ... | reinvestment | 143.7400 | +18.87% | - | |
Robeco Net Zero 2050 Climate Equ... | reinvestment | 143.8300 | +18.91% | - | |
Robeco Net Zero 2050 Climate Equ... | reinvestment | 132.3900 | +18.54% | - | |
Robeco Net Zero 2050 Climate Equ... | reinvestment | 130.0800 | +19.50% | - | |
Robeco Net Zero 2050 Climate Equ... | reinvestment | 132.3300 | +18.35% | - | |
Robeco Net Zero 2050 Climate Equ... | reinvestment | 132.2400 | +18.31% | - | |
Robeco Net Zero 2050 Climate Equ... | reinvestment | 143.7400 | +18.87% | - | |
Robeco Net Zero 2050 Climate Equ... | reinvestment | 130.0500 | +17.36% | - |
Performance
YTD | +13.93% | ||
---|---|---|---|
6 Months | +10.23% | ||
1 Year | +17.36% | ||
3 Years | - | ||
5 Years | - | ||
10 Years | - | ||
Since start | +30.05% | ||
Year | |||
2023 | +17.67% |