Robeco Net Zero 2050 Climate Equities I EUR/ LU2496629416 /
NAV13/08/2024 | Chg.+1.8000 | Type of yield | Investment Focus | Investment company |
---|---|---|---|---|
132.3300EUR | +1.38% | reinvestment | Equity Worldwide | Robeco Inst. AM ▶ |
Monthly performance
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2022 | - | - | - | - | - | - | - | -4.71 | -6.31 | 3.57 | 3.51 | -8.36 | - |
2023 | 8.05 | 1.12 | 1.01 | -3.44 | 4.86 | 4.52 | 1.05 | -1.81 | -2.61 | -5.85 | 6.25 | 5.09 | +18.65% |
2024 | -0.38 | 8.32 | 3.77 | -2.23 | 5.19 | 1.20 | 2.45 | -4.09 | - | - | - | - | - |
Calculated values
YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
---|---|---|---|---|---|
Volatility | 13.45% | 13.93% | 13.09% | -% | -% |
Sharpe ratio | 1.57 | 1.37 | 1.14 | - | - |
Best month | +8.32% | +8.32% | +8.32% | +8.32% | - |
Worst month | -4.09% | -4.09% | -5.85% | -8.36% | - |
Maximum loss | -8.30% | -8.30% | -10.08% | - | - |
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 | +14.52% | ||
---|---|---|---|
6 Months | +10.69% | ||
1 Year | +18.35% | ||
3 Years | - | ||
5 Years | - | ||
10 Years | - | ||
Since start | +32.33% | ||
Year | |||
2023 | +18.65% |