Robeco Net Zero 2050 Climate Equities D USD/ LU2496629689 /
NAV9/16/2024 | Chg.+0.3000 | Type of yield | Investment Focus | Investment company |
---|---|---|---|---|
146.9700USD | +0.20% | 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 | 1.73 | -0.79 | - | - | - | - |
Calculated values
YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
---|---|---|---|---|---|
Volatility | 13.74% | 14.02% | 13.79% | -% | -% |
Sharpe ratio | 1.61 | 1.16 | 1.54 | - | - |
Best month | +7.85% | +6.72% | +9.61% | +9.87% | - |
Worst month | -3.27% | -3.27% | -6.08% | -8.78% | - |
Maximum loss | -7.60% | -7.60% | -9.74% | - | - |
Outperformance | - | - | - | - | - |
All quotes in USD
Share classes
Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
---|---|---|---|---|---|
Robeco Net Zero 2050 Climate Equ... | reinvestment | 149.6500 | +25.61% | - | |
Robeco Net Zero 2050 Climate Equ... | reinvestment | 133.9600 | +18.97% | - | |
Robeco Net Zero 2050 Climate Equ... | reinvestment | 135.4600 | +20.51% | - | |
Robeco Net Zero 2050 Climate Equ... | reinvestment | 146.9700 | +24.57% | - | |
Robeco Net Zero 2050 Climate Equ... | reinvestment | 149.5400 | +25.57% | - | |
Robeco Net Zero 2050 Climate Equ... | reinvestment | 133.4100 | +21.71% | - | |
Robeco Net Zero 2050 Climate Equ... | reinvestment | 135.6000 | +20.54% | - | |
Robeco Net Zero 2050 Climate Equ... | reinvestment | 135.5000 | +20.50% | - | |
Robeco Net Zero 2050 Climate Equ... | reinvestment | 149.5400 | +25.57% | - | |
Robeco Net Zero 2050 Climate Equ... | reinvestment | 133.1600 | +19.54% | - |
Performance
YTD | +17.47% | ||
---|---|---|---|
6 Months | +9.42% | ||
1 Year | +24.57% | ||
3 Years | - | ||
5 Years | - | ||
10 Years | - | ||
Since start | +46.97% | ||
Year | |||
2023 | +21.80% |