Robeco Global Climate Transition Equities S USD/ LU2496630000 /
| NAV08/10/2024 | Diferencia+0.8100 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
|---|---|---|---|---|
| 152.7400USD | +0.53% | reinvestment | Equity Worldwide | Robeco Inst. AM ▶ |
Rendimiento mensual
| ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | 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 | 2.64 | -1.24 | - | - | - |
Valores estimados
| Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
|---|---|---|---|---|---|
| Volatilidad | 13.49% | 14.01% | 13.49% | -% | -% |
| Índice de Sharpe | 1.82 | 1.50 | 2.20 | - | - |
| El mes mejor | +7.91% | +6.78% | +9.68% | +9.95% | - |
| El mes peor | -3.20% | -3.20% | -6.01% | -8.73% | - |
| Pérdida máxima | -7.55% | -7.55% | -8.43% | - | - |
| Rendimiento superior | - | - | - | - | - |
Todas las cotizaciones en USD
Tramos
| Nombre | Tipo de beneficio | Prec. de rescate | Promedio móvil | 3 Años | |
|---|---|---|---|---|---|
| Robeco Global Climate Transition... | reinvestment | 152.8500 | +32.83% | - | |
| Robeco Global Climate Transition... | reinvestment | 138.0000 | +25.10% | - | |
| Robeco Global Climate Transition... | reinvestment | 140.2900 | +27.64% | - | |
| Robeco Global Climate Transition... | reinvestment | 150.0400 | +31.74% | - | |
| Robeco Global Climate Transition... | reinvestment | 152.7400 | +32.79% | - | |
| Robeco Global Climate Transition... | reinvestment | 138.2500 | +28.93% | - | |
| Robeco Global Climate Transition... | reinvestment | 140.4400 | +27.70% | - | |
| Robeco Global Climate Transition... | reinvestment | 140.3300 | +27.64% | - | |
| Robeco Global Climate Transition... | reinvestment | 152.7400 | +32.79% | - | |
| Robeco Global Climate Transition... | reinvestment | 137.8400 | +26.63% | - |
Performance
| Año hasta la fecha | +20.68% | ||
|---|---|---|---|
| 6 Meses | +11.51% | ||
| Promedio móvil | +32.79% | ||
| 3 Años | - | ||
| 5 Años | - | ||
| 10 Años | - | ||
| Desde el principio | +52.74% | ||
| Año | |||
| 2023 | +22.76% | ||
