Robeco Sust.Gl.Stars Eq.Z EUR/ LU0579356428 /
| NAV18.06.2024 | Diff.+0.8300 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 533.0700EUR | +0.16% | thesaurierend | Aktien weltweit | Robeco Inst. AM ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2019 | - | - | - | - | - | - | 2.16 | -0.77 | 3.12 | 1.62 | 4.84 | 1.59 | - |
| 2020 | 1.52 | -5.15 | -9.90 | 13.31 | 2.97 | 3.46 | 0.06 | 5.34 | -2.61 | -2.48 | 9.08 | 3.01 | +17.83% |
| 2021 | 0.42 | 2.62 | 5.19 | 1.00 | 0.59 | 4.48 | 2.19 | 2.78 | -3.87 | 7.50 | 0.01 | 4.35 | +30.33% |
| 2022 | -4.68 | -2.80 | 3.98 | -2.91 | -1.52 | -4.79 | 10.29 | -3.71 | -5.47 | 4.69 | 1.83 | -8.60 | -14.22% |
| 2023 | 3.94 | 0.42 | 2.18 | 0.28 | 2.77 | 2.52 | 2.02 | -0.05 | -0.97 | -1.18 | 5.29 | 2.85 | +21.76% |
| 2024 | 3.68 | 5.00 | 2.57 | -2.40 | 3.10 | 5.88 | - | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 10.39% | 10.10% | 10.37% | 14.45% | -% |
| Sharpe Ratio | 4.05 | 3.69 | 2.49 | 0.66 | - |
| Bester Monat | +5.88% | +5.88% | +5.88% | +10.29% | +13.31% |
| Schlechtester Monat | -2.40% | -2.40% | -2.40% | -8.60% | -9.90% |
| Maximaler Verlust | -4.01% | -4.01% | -6.00% | -16.60% | - |
| Outperformance | +13.11% | - | +13.53% | - | - |
Alle Kurse in EUR
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| Robeco Sust.Gl.Stars Eq.Z EUR | thesaurierend | 533.0700 | +29.33% | +45.43% | |
| Robeco Sustainable Global Stars ... | ausschüttend | 124.9800 | +27.47% | - | |
| Robeco Sustainable Global Stars ... | thesaurierend | 127.7100 | +25.61% | - | |
| Robeco Sust.Gl.Stars Eq.IL EUR | thesaurierend | 285.8000 | +28.05% | +41.12% | |
| Robeco Sustainable Global Stars ... | thesaurierend | 607.0000 | +27.48% | +39.23% | |
| Robeco Sustainable Global Stars ... | thesaurierend | 387.5200 | +28.27% | +41.83% |
Performance
| lfd. Jahr | +18.96% | ||
|---|---|---|---|
| 6 Monate | +18.71% | ||
| 1 Jahr | +29.33% | ||
| 3 Jahre | +45.43% | ||
| 5 Jahre | +116.91% | ||
| 10 Jahre | - | ||
| seit Beginn | +116.91% | ||
| Jahr | |||
| 2023 | +21.76% | ||
| 2022 | -14.22% | ||
| 2021 | +30.33% | ||
| 2020 | +17.83% | ||
