Robeco Global Climate Transition Equities D EUR/ LU2496629259 /
NAV07/10/2024 | Chg.-0.8700 | Type of yield | Investment Focus | Investment company |
---|---|---|---|---|
137.0500EUR | -0.63% | reinvestment | Equity Worldwide | Robeco Inst. AM ▶ |
Monthly performance
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2022 | - | - | - | - | - | - | - | -4.78 | -6.37 | 3.49 | 3.44 | -8.42 | - |
2023 | 7.98 | 1.06 | 0.94 | -3.51 | 4.78 | 4.44 | 0.98 | -1.88 | -2.67 | -5.92 | 6.18 | 5.01 | +17.67% |
2024 | -0.46 | 8.25 | 3.70 | -2.30 | 5.11 | 1.14 | 2.37 | -0.55 | 1.73 | -0.12 | - | - | - |
Calculated values
YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
---|---|---|---|---|---|
Volatility | 13.42% | 14.02% | 13.03% | -% | -% |
Sharpe ratio | 1.77 | 1.15 | 1.75 | - | - |
Best month | +8.25% | +5.11% | +8.25% | +8.25% | - |
Worst month | -2.30% | -2.30% | -5.92% | -8.42% | - |
Maximum loss | -8.34% | -8.34% | -8.34% | - | - |
Outperformance | - | - | - | - | - |
All quotes in EUR
Share classes
Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
---|---|---|---|---|---|
Robeco Global Climate Transition... | reinvestment | 152.0400 | +32.13% | - | |
Robeco Global Climate Transition... | reinvestment | 137.4100 | +24.57% | - | |
Robeco Global Climate Transition... | reinvestment | 139.4800 | +26.90% | - | |
Robeco Global Climate Transition... | reinvestment | 149.2500 | +31.05% | - | |
Robeco Global Climate Transition... | reinvestment | 151.9300 | +32.09% | - | |
Robeco Global Climate Transition... | reinvestment | 137.4500 | +28.18% | - | |
Robeco Global Climate Transition... | reinvestment | 139.6300 | +26.96% | - | |
Robeco Global Climate Transition... | reinvestment | 139.5300 | +26.91% | - | |
Robeco Global Climate Transition... | reinvestment | 151.9300 | +32.09% | - | |
Robeco Global Climate Transition... | reinvestment | 137.0500 | +25.91% | - |
Performance
YTD | +20.06% | ||
---|---|---|---|
6 Months | +9.24% | ||
1 Year | +25.91% | ||
3 Years | - | ||
5 Years | - | ||
10 Years | - | ||
Since start | +37.05% | ||
Year | |||
2023 | +17.67% |