Robeco Sust.Gl.Stars Eq.Z EUR/ LU0579356428 /
| NAV04.09.2024 | Diff.-3.7100 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 524.0600EUR | -0.70% | thesaurierend | Aktien weltweit | Robeco Inst. AM ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2019 | - | - | - | - | - | - | 2.16 | -0.77 | 3.12 | 1.62 | 4.84 | 1.59 | - |
| 2020 | 1.52 | -5.15 | -9.90 | 13.31 | 2.97 | 3.46 | 0.06 | 5.34 | -2.61 | -2.48 | 9.08 | 3.01 | +17.83% |
| 2021 | 0.42 | 2.62 | 5.19 | 1.00 | 0.59 | 4.48 | 2.19 | 2.78 | -3.87 | 7.50 | 0.01 | 4.35 | +30.33% |
| 2022 | -4.68 | -2.80 | 3.98 | -2.91 | -1.52 | -4.79 | 10.29 | -3.71 | -5.47 | 4.69 | 1.83 | -8.60 | -14.22% |
| 2023 | 3.94 | 0.42 | 2.18 | 0.28 | 2.77 | 2.52 | 2.02 | -0.05 | -0.97 | -1.18 | 5.29 | 2.85 | +21.76% |
| 2024 | 3.68 | 5.00 | 2.57 | -2.40 | 3.10 | 5.67 | -0.76 | 1.61 | -2.32 | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 12.27% | 12.73% | 11.74% | 14.79% | 17.37% |
| Sharpe Ratio | 1.85 | 0.83 | 1.63 | 0.43 | 0.71 |
| Bester Monat | +5.67% | +5.67% | +5.67% | +10.29% | +13.31% |
| Schlechtester Monat | -2.40% | -2.40% | -2.40% | -8.60% | -9.90% |
| Maximaler Verlust | -9.16% | -9.16% | -9.16% | -16.60% | -30.22% |
| Outperformance | +13.11% | - | +13.53% | - | - |
Alle Kurse in EUR
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| Robeco Sust.Gl.Stars Eq.Z EUR | thesaurierend | 524.0600 | +22.49% | +32.33% | |
| Robeco Sustainable Global Stars ... | thesaurierend | 594.8900 | +20.72% | +26.70% | |
| Robeco Sustainable Global Stars ... | ausschüttend | 122.4800 | +20.71% | - | |
| Robeco Sustainable Global Stars ... | thesaurierend | 125.0400 | +19.15% | - | |
| Robeco Sust.Gl.Stars Eq.IL EUR | thesaurierend | 280.3700 | +21.27% | +28.42% | |
| Robeco Sustainable Global Stars ... | thesaurierend | 380.2900 | +21.47% | +28.63% |
Performance
| lfd. Jahr | +16.95% | ||
|---|---|---|---|
| 6 Monate | +6.86% | ||
| 1 Jahr | +22.49% | ||
| 3 Jahre | +32.33% | ||
| 5 Jahre | +107.86% | ||
| 10 Jahre | - | ||
| seit Beginn | +113.24% | ||
| Jahr | |||
| 2023 | +21.76% | ||
| 2022 | -14.22% | ||
| 2021 | +30.33% | ||
| 2020 | +17.83% | ||
