Robeco Global SDG Equities D EUR/ LU2145460353 /
NAV27.08.2024 | Diff.+0,4600 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
---|---|---|---|---|
184,4500EUR | +0,25% | thesaurierend | Aktien weltweit | Robeco Inst. AM ▶ |
Monatliche Performance
Jan | Feb | Mrz | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2018 | -0,91 | -2,10 | -1,48 | 4,36 | 3,04 | -0,63 | 2,45 | 1,05 | 0,83 | -2,64 | 3,98 | -7,04 | +0,31% |
2019 | 5,11 | 3,55 | 2,88 | 1,82 | -1,65 | 2,93 | 1,45 | 1,27 | 2,89 | -0,27 | 1,66 | 0,53 | +24,35% |
2020 | 1,57 | -6,28 | -11,02 | 7,90 | 2,14 | 1,47 | -1,43 | 3,19 | 0,06 | -1,66 | 7,59 | 2,05 | +4,09% |
2021 | 0,26 | -0,58 | 6,90 | 0,45 | 0,80 | 2,40 | 2,45 | 3,62 | -2,93 | 4,43 | -0,04 | 4,79 | +24,54% |
2022 | -4,80 | -3,13 | 2,75 | -1,73 | -1,79 | -5,87 | 8,75 | -3,78 | -5,27 | 4,84 | 3,44 | -6,81 | -13,76% |
2023 | 4,31 | 0,52 | -0,78 | 0,68 | 1,02 | 2,05 | 1,53 | -0,35 | -1,30 | -1,99 | 4,01 | 2,58 | +12,74% |
2024 | 3,38 | 4,10 | 3,13 | -1,59 | 1,51 | 2,98 | 2,36 | 0,35 | - | - | - | - | - |
Kennzahlen
lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
---|---|---|---|---|---|
Volatilität | 9,83% | 10,26% | 9,41% | 12,55% | 14,73% |
Sharpe Ratio | 2,45 | 1,57 | 1,96 | 0,24 | 0,41 |
Bester Monat | +4,10% | +4,10% | +4,10% | +8,75% | +8,75% |
Schlechtester Monat | -1,59% | -1,59% | -1,99% | -6,81% | -11,02% |
Maximaler Verlust | -5,79% | -5,79% | -6,48% | -16,44% | -30,22% |
Outperformance | +0,46% | - | -3,64% | +6,18% | - |
Alle Kurse in EUR
Tranchen
Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
---|---|---|---|---|---|
Robeco Global SDG Equities I EUR | thesaurierend | 194,4600 | +22,87% | +23,74% | |
Robeco Global SDG Equities I USD | thesaurierend | 131,0600 | +26,96% | - | |
Robeco Global SDG Equities D USD | thesaurierend | 175,5000 | +25,99% | +14,52% | |
Robeco Global SDG Equities F EUR | thesaurierend | 193,3500 | +22,78% | +23,45% | |
Robeco Global SDG Equities S EUR | thesaurierend | 197,3800 | +23,02% | +24,12% | |
Robeco Global SDG Equities D EUR | thesaurierend | 184,4500 | +21,91% | +20,88% |
Performance
lfd. Jahr | +17,26% | ||
---|---|---|---|
6 Monate | +9,34% | ||
1 Jahr | +21,91% | ||
3 Jahre | +20,88% | ||
5 Jahre | +57,89% | ||
10 Jahre | - | ||
seit Beginn | +84,45% | ||
Jahr | |||
2023 | +12,74% | ||
2022 | -13,76% | ||
2021 | +24,54% | ||
2020 | +4,09% | ||
2019 | +24,35% | ||
2018 | +0,31% |