Robeco Net Zero 2050 Climate Equities Z EUR/ LU2554843115 /
NAV8/13/2024 | Chg.+1.7700 | Type of yield | Investment Focus | Investment company |
---|---|---|---|---|
130.0800EUR | +1.38% | reinvestment | Equity Worldwide | Robeco Inst. AM ▶ |
Monthly performance
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2007 | - | - | - | - | - | - | - | -1.10 | 0.38 | - | - | - | - |
2022 | - | - | - | - | - | - | - | - | - | - | -41.13 | -8.28 | - |
2023 | 8.14 | 1.21 | 1.09 | -3.38 | 4.95 | 4.61 | 1.13 | -1.73 | -2.53 | -5.78 | 6.34 | 5.17 | +19.80% |
2024 | -0.29 | 8.41 | 3.84 | -2.14 | 5.27 | 1.28 | 2.54 | -4.06 | - | - | - | - | - |
Calculated values
YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
---|---|---|---|---|---|
Volatility | 13.44% | 13.92% | 13.08% | 11.11% | 11.11% |
Sharpe ratio | 1.67 | 1.45 | 1.22 | - | - |
Best month | +8.41% | +8.41% | +8.41% | - | - |
Worst month | -4.06% | -4.06% | -5.78% | - | - |
Maximum loss | -8.26% | -8.26% | -9.98% | -10.80% | -10.80% |
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 | +15.22% | ||
---|---|---|---|
6 Months | +11.22% | ||
1 Year | +19.50% | ||
3 Years | - | ||
5 Years | - | ||
10 Years | - | ||
Since start | -30.51% | ||
Year | |||
2023 | +19.80% |