Robeco Global Climate Transition Equities D EUR/ LU2496629259 /
| NAV07/10/2024 | Diferencia-0.8700 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
|---|---|---|---|---|
| 137.0500EUR | -0.63% | reinvestment | Equity Worldwide | Robeco Inst. AM ▶ |
Rendimiento mensual
| ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | 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 | - | - | - |
Valores estimados
| Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
|---|---|---|---|---|---|
| Volatilidad | 13.42% | 14.02% | 13.03% | -% | -% |
| Índice de Sharpe | 1.77 | 1.15 | 1.75 | - | - |
| El mes mejor | +8.25% | +5.11% | +8.25% | +8.25% | - |
| El mes peor | -2.30% | -2.30% | -5.92% | -8.42% | - |
| Pérdida máxima | -8.34% | -8.34% | -8.34% | - | - |
| Rendimiento superior | - | - | - | - | - |
Todas las cotizaciones en EUR
Tramos
| Nombre | Tipo de beneficio | Prec. de rescate | Promedio móvil | 3 Años | |
|---|---|---|---|---|---|
| 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
| Año hasta la fecha | +20.06% | ||
|---|---|---|---|
| 6 Meses | +9.24% | ||
| Promedio móvil | +25.91% | ||
| 3 Años | - | ||
| 5 Años | - | ||
| 10 Años | - | ||
| Desde el principio | +37.05% | ||
| Año | |||
| 2023 | +17.67% | ||
