Robeco FinTech FH CHF/ LU1857098252 /
| NAV19.09.2024 | Diff.+1,9700 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 114,7900CHF | +1,75% | thesaurierend | Aktien weltweit | Robeco Inst. AM ▶ |
Monatliche Performance
| Jan | Feb | Mrz | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2018 | - | - | - | - | - | - | - | - | -0,90 | -7,57 | -1,56 | -9,36 | - |
| 2019 | 10,48 | 6,01 | 2,79 | 4,84 | -2,47 | 4,39 | 1,80 | -1,60 | -1,77 | -0,27 | 4,17 | 0,44 | +31,92% |
| 2020 | 3,19 | -5,78 | -18,51 | 13,44 | 8,61 | 2,78 | 5,15 | 3,37 | -2,28 | -4,73 | 14,32 | 6,69 | +23,82% |
| 2021 | -2,11 | 4,70 | 1,11 | 5,44 | -0,86 | 2,43 | 0,84 | 3,99 | -4,22 | 3,75 | -8,31 | -1,45 | +4,49% |
| 2022 | -10,23 | -6,26 | -0,82 | -11,87 | -7,62 | -11,44 | 9,53 | -0,76 | -10,08 | 5,33 | 1,22 | -5,99 | -41,05% |
| 2023 | 11,61 | -3,65 | -1,89 | 0,14 | -0,39 | 4,39 | 6,35 | -5,14 | -5,31 | -4,38 | 15,16 | 6,86 | +23,51% |
| 2024 | -0,52 | 4,59 | 2,39 | -7,04 | -0,52 | -0,51 | 4,32 | 4,47 | 1,16 | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 14,99% | 15,22% | 15,48% | 23,54% | 24,18% |
| Sharpe Ratio | 0,53 | 0,25 | 1,26 | -0,58 | -0,11 |
| Bester Monat | +6,86% | +4,47% | +15,16% | +15,16% | +15,16% |
| Schlechtester Monat | -7,04% | -7,04% | -7,04% | -11,87% | -18,51% |
| Maximaler Verlust | -9,81% | -9,81% | -9,81% | -49,92% | -49,92% |
| Outperformance | -13,10% | - | -14,07% | - | - |
Alle Kurse in CHF
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| Robeco FinTech Z EUR | thesaurierend | 178,1600 | +25,18% | -12,57% | |
| Robeco FinTech FH CHF | thesaurierend | 114,7900 | +23,03% | -27,28% | |
| Robeco FinTech I EUR | thesaurierend | 167,4600 | +24,04% | -14,94% | |
| Robeco FinTech I USD | thesaurierend | 158,2800 | +29,12% | -19,27% | |
| Robeco FinTech F EUR | thesaurierend | 167,1300 | +24,00% | -15,01% | |
| Robeco FinTech F USD | thesaurierend | 157,9500 | +29,10% | -19,34% | |
| Robeco FinTech X EUR | thesaurierend | 113,5300 | +24,19% | -14,63% | |
| Robeco FinTech XH CHF | thesaurierend | 95,1900 | +23,21% | -26,92% | |
| Robeco FinTech D EUR | thesaurierend | 158,7300 | +23,08% | -16,91% | |
| Robeco FinTech D USD | thesaurierend | 150,0500 | +28,13% | -21,13% |
Performance
| lfd. Jahr | +8,06% | ||
|---|---|---|---|
| 6 Monate | +3,62% | ||
| 1 Jahr | +23,03% | ||
| 3 Jahre | -27,28% | ||
| 5 Jahre | +4,00% | ||
| 10 Jahre | - | ||
| seit Beginn | +14,79% | ||
| Jahr | |||
| 2023 | +23,51% | ||
| 2022 | -41,05% | ||
| 2021 | +4,49% | ||
| 2020 | +23,82% | ||
| 2019 | +31,92% | ||
