Robeco Net Zero 2050 Climate Equities I USD/ LU2496629846 /
NAV8/13/2024 | Chg.+2.2600 | Type of yield | Investment Focus | Investment company |
---|---|---|---|---|
143.8300USD | +1.60% | reinvestment | Equity Worldwide | Robeco Inst. AM ▶ |
Monthly performance
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2022 | - | - | - | - | - | - | - | -6.03 | -8.72 | 3.81 | 8.53 | -5.01 | - |
2023 | 9.96 | -1.26 | 3.48 | -1.89 | 1.27 | 6.96 | 2.12 | -3.34 | -5.00 | -6.01 | 9.69 | 6.39 | +22.81% |
2024 | -2.04 | 7.92 | 3.56 | -3.20 | 6.80 | -0.09 | 3.44 | -2.89 | - | - | - | - | - |
Calculated values
YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
---|---|---|---|---|---|
Volatility | 13.53% | 13.92% | 13.62% | -% | -% |
Sharpe ratio | 1.44 | 1.76 | 1.13 | - | - |
Best month | +7.92% | +7.92% | +9.69% | +9.96% | - |
Worst month | -3.20% | -3.20% | -6.01% | -8.72% | - |
Maximum loss | -7.55% | -7.55% | -11.73% | - | - |
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 | +13.58% | ||
---|---|---|---|
6 Months | +13.15% | ||
1 Year | +18.91% | ||
3 Years | - | ||
5 Years | - | ||
10 Years | - | ||
Since start | +43.83% | ||
Year | |||
2023 | +22.81% |