Robeco Net Zero 2050 Climate Equities Z GBP/ LU2539432976 /
NAV15/07/2024 | Chg.+0.0500 | Type of yield | Investment Focus | Investment company |
---|---|---|---|---|
135.2900GBP | +0.04% | reinvestment | Equity Worldwide | Robeco Inst. AM ▶ |
Monthly performance
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2022 | - | - | - | - | - | - | - | - | - | - | 4.54 | -5.89 | - |
2023 | 7.53 | 0.49 | 1.40 | -3.41 | 2.77 | 4.36 | 0.99 | -1.78 | -1.28 | -5.38 | 5.22 | 5.73 | +17.00% |
2024 | -1.84 | 8.72 | 3.78 | -2.26 | 5.12 | 0.70 | 1.31 | - | - | - | - | - | - |
Calculated values
YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
---|---|---|---|---|---|
Volatility | 11.70% | 11.59% | 11.78% | -% | -% |
Sharpe ratio | 2.44 | 2.97 | 1.38 | - | - |
Best month | +8.72% | +8.72% | +8.72% | - | - |
Worst month | -2.26% | -2.26% | -5.38% | - | - |
Maximum loss | -5.25% | -5.25% | -9.79% | - | - |
Outperformance | - | - | - | - | - |
All quotes in GBP
Share classes
Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
---|---|---|---|---|---|
Robeco Net Zero 2050 Climate Equ... | reinvestment | 137.3800 | +21.09% | - | |
Robeco Net Zero 2050 Climate Equ... | reinvestment | 146.4800 | +16.76% | - | |
Robeco Net Zero 2050 Climate Equ... | reinvestment | 148.8400 | +17.70% | - | |
Robeco Net Zero 2050 Climate Equ... | reinvestment | 148.9300 | +17.73% | - | |
Robeco Net Zero 2050 Climate Equ... | reinvestment | 135.2900 | +19.77% | - | |
Robeco Net Zero 2050 Climate Equ... | reinvestment | 135.0700 | +22.31% | - | |
Robeco Net Zero 2050 Climate Equ... | reinvestment | 137.5100 | +21.13% | - | |
Robeco Net Zero 2050 Climate Equ... | reinvestment | 137.4200 | +21.10% | - | |
Robeco Net Zero 2050 Climate Equ... | reinvestment | 148.8400 | +17.70% | - | |
Robeco Net Zero 2050 Climate Equ... | reinvestment | 135.2300 | +20.13% | - |
Performance
YTD | +16.09% | ||
---|---|---|---|
6 Months | +17.36% | ||
1 Year | +19.77% | ||
3 Years | - | ||
5 Years | - | ||
10 Years | - | ||
Since start | +34.80% | ||
Year | |||
2023 | +17.00% |