Robeco Net Zero 2050 Climate Equities D USD/ LU2496629689 /
NAV13/08/2024 | Chg.+2.2300 | Type of yield | Investment Focus | Investment company |
---|---|---|---|---|
141.3700USD | +1.60% | reinvestment | Equity Worldwide | Robeco Inst. AM ▶ |
Monthly performance
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2022 | - | - | - | - | - | - | - | -6.10 | -8.78 | 4.41 | 7.76 | -5.07 | - |
2023 | 9.87 | -1.32 | 3.41 | -1.95 | 1.19 | 6.89 | 2.05 | -3.41 | -5.05 | -6.08 | 9.61 | 6.32 | +21.80% |
2024 | -2.12 | 7.85 | 3.50 | -3.27 | 6.72 | -0.16 | 3.36 | -2.92 | - | - | - | - | - |
Calculated values
YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
---|---|---|---|---|---|
Volatility | 13.54% | 13.93% | 13.62% | -% | -% |
Sharpe ratio | 1.37 | 1.69 | 1.06 | - | - |
Best month | +7.85% | +7.85% | +9.61% | +9.87% | - |
Worst month | -3.27% | -3.27% | -6.08% | -8.78% | - |
Maximum loss | -7.60% | -7.60% | -11.85% | - | - |
Outperformance | - | - | - | - | - |
All quotes in USD
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 | +13.00% | ||
---|---|---|---|
6 Months | +12.68% | ||
1 Year | +17.93% | ||
3 Years | - | ||
5 Years | - | ||
10 Years | - | ||
Since start | +41.37% | ||
Year | |||
2023 | +21.80% |