Robeco Net Zero 2050 Climate Equities Z EUR/ LU2554843115 /
NAV04/09/2024 | Chg.-0.6800 | Type of yield | Investment Focus | Investment company |
---|---|---|---|---|
131.0000EUR | -0.52% | reinvestment | Equity Worldwide | Robeco Inst. AM ▶ |
Monthly performance
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2007 | - | - | - | - | - | - | - | -1.10 | 0.38 | - | - | - | - |
2022 | - | - | - | - | - | - | - | - | - | - | -41.13 | -8.28 | - |
2023 | 8.14 | 1.21 | 1.09 | -3.38 | 4.95 | 4.61 | 1.13 | -1.73 | -2.53 | -5.78 | 6.34 | 5.17 | +19.80% |
2024 | -0.29 | 8.41 | 3.84 | -2.14 | 5.27 | 1.28 | 2.54 | -0.41 | -2.98 | - | - | - | - |
Calculated values
YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
---|---|---|---|---|---|
Volatility | 13.60% | 13.93% | 13.11% | 11.12% | 11.12% |
Sharpe ratio | 1.56 | 0.74 | 1.15 | - | - |
Best month | +8.41% | +5.27% | +8.41% | - | - |
Worst month | -2.98% | -2.98% | -5.78% | - | - |
Maximum loss | -8.26% | -8.26% | -9.98% | -10.80% | -10.80% |
Outperformance | - | - | - | - | - |
All quotes in EUR
Share classes
Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
---|---|---|---|---|---|
Robeco Net Zero 2050 Climate Equ... | reinvestment | 146.5500 | +21.60% | - | |
Robeco Net Zero 2050 Climate Equ... | reinvestment | 131.5200 | +17.14% | - | |
Robeco Net Zero 2050 Climate Equ... | reinvestment | 133.0600 | +17.37% | - | |
Robeco Net Zero 2050 Climate Equ... | reinvestment | 143.9700 | +20.60% | - | |
Robeco Net Zero 2050 Climate Equ... | reinvestment | 146.4500 | +21.56% | - | |
Robeco Net Zero 2050 Climate Equ... | reinvestment | 131.0000 | +18.54% | - | |
Robeco Net Zero 2050 Climate Equ... | reinvestment | 133.1900 | +17.41% | - | |
Robeco Net Zero 2050 Climate Equ... | reinvestment | 133.1000 | +17.37% | - | |
Robeco Net Zero 2050 Climate Equ... | reinvestment | 146.4500 | +21.56% | - | |
Robeco Net Zero 2050 Climate Equ... | reinvestment | 130.8300 | +16.43% | - |
Performance
YTD | +16.03% | ||
---|---|---|---|
6 Months | +6.73% | ||
1 Year | +18.54% | ||
3 Years | - | ||
5 Years | - | ||
10 Years | - | ||
Since start | -30.02% | ||
Year | |||
2023 | +19.80% |