Robeco Net Zero 2050 Climate Equities S USD/ LU2496630000 /
NAV9/5/2024 | Chg.-0.4100 | Type of yield | Investment Focus | Investment company |
---|---|---|---|---|
146.0400USD | -0.28% | reinvestment | Equity Worldwide | Robeco Inst. AM ▶ |
Monthly performance
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2022 | - | - | - | - | - | - | - | -6.03 | -8.73 | 3.82 | 8.52 | -5.01 | - |
2023 | 9.95 | -1.26 | 3.48 | -1.88 | 1.26 | 6.95 | 2.11 | -3.34 | -4.99 | -6.01 | 9.68 | 6.39 | +22.76% |
2024 | -2.04 | 7.91 | 3.56 | -3.20 | 6.78 | -0.09 | 3.44 | 1.80 | -3.08 | - | - | - | - |
Calculated values
YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
---|---|---|---|---|---|
Volatility | 13.76% | 14.00% | 13.71% | -% | -% |
Sharpe ratio | 1.46 | 1.03 | 1.30 | - | - |
Best month | +7.91% | +6.78% | +9.68% | +9.95% | - |
Worst month | -3.20% | -3.20% | -6.01% | -8.73% | - |
Maximum loss | -7.55% | -7.55% | -10.82% | - | - |
Outperformance | - | - | - | - | - |
All quotes in USD
Share classes
Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
---|---|---|---|---|---|
Robeco Net Zero 2050 Climate Equ... | reinvestment | 146.1400 | +21.26% | - | |
Robeco Net Zero 2050 Climate Equ... | reinvestment | 131.1800 | +16.83% | - | |
Robeco Net Zero 2050 Climate Equ... | reinvestment | 132.8300 | +17.17% | - | |
Robeco Net Zero 2050 Climate Equ... | reinvestment | 143.5600 | +20.25% | - | |
Robeco Net Zero 2050 Climate Equ... | reinvestment | 146.0400 | +21.22% | - | |
Robeco Net Zero 2050 Climate Equ... | reinvestment | 130.7800 | +18.34% | - | |
Robeco Net Zero 2050 Climate Equ... | reinvestment | 132.9600 | +17.21% | - | |
Robeco Net Zero 2050 Climate Equ... | reinvestment | 132.8700 | +17.17% | - | |
Robeco Net Zero 2050 Climate Equ... | reinvestment | 146.0400 | +21.22% | - | |
Robeco Net Zero 2050 Climate Equ... | reinvestment | 130.6000 | +16.22% | - |
Performance
YTD | +15.38% | ||
---|---|---|---|
6 Months | +8.62% | ||
1 Year | +21.22% | ||
3 Years | - | ||
5 Years | - | ||
10 Years | - | ||
Since start | +46.04% | ||
Year | |||
2023 | +22.76% |