Robeco Net Zero 2050 Climate Equities Z EUR/ LU2554843115 /
NAV29/07/2024 | Diferencia+0.1800 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
---|---|---|---|---|
133.2600EUR | +0.14% | reinvestment | Equity Worldwide | Robeco Inst. AM ▶ |
Rendimiento mensual
ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | 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 | 0.79 | - | - | - | - | - | - |
Valores estimados
Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
---|---|---|---|---|---|
Volatilidad | 11.89% | 12.27% | 12.06% | 11.04% | 11.04% |
Índice de Sharpe | 2.52 | 2.54 | 1.29 | - | - |
El mes mejor | +8.41% | +8.41% | +8.41% | - | - |
El mes peor | -2.14% | -2.14% | -5.78% | - | - |
Pérdida máxima | -5.24% | -5.24% | -10.56% | -10.80% | -10.80% |
Rendimiento superior | - | - | - | - | - |
Todas las cotizaciones en EUR
Tramos
Nombre | Tipo de beneficio | Prec. de rescate | Promedio móvil | 3 Años | |
---|---|---|---|---|---|
Robeco Net Zero 2050 Climate Equ... | reinvestment | 135.4900 | +17.96% | - | |
Robeco Net Zero 2050 Climate Equ... | reinvestment | 143.0800 | +14.80% | - | |
Robeco Net Zero 2050 Climate Equ... | reinvestment | 145.4400 | +15.73% | - | |
Robeco Net Zero 2050 Climate Equ... | reinvestment | 145.5300 | +15.76% | - | |
Robeco Net Zero 2050 Climate Equ... | reinvestment | 133.6600 | +17.06% | - | |
Robeco Net Zero 2050 Climate Equ... | reinvestment | 133.2600 | +19.14% | - | |
Robeco Net Zero 2050 Climate Equ... | reinvestment | 135.6200 | +18.00% | - | |
Robeco Net Zero 2050 Climate Equ... | reinvestment | 135.5300 | +17.97% | - | |
Robeco Net Zero 2050 Climate Equ... | reinvestment | 145.4400 | +15.73% | - | |
Robeco Net Zero 2050 Climate Equ... | reinvestment | 133.3300 | +17.02% | - |
Performance
Año hasta la fecha | +18.03% | ||
---|---|---|---|
6 Meses | +16.04% | ||
Promedio móvil | +19.14% | ||
3 Años | - | ||
5 Años | - | ||
10 Años | - | ||
Desde el principio | -28.81% | ||
Año | |||
2023 | +19.80% |