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Robeco Global SDG Equities S EUR/  LU2145461161  /

Fonds
NAV9/19/2024 Chg.+1.3300 Type of yield Investment Focus Investment company
199.6000EUR +0.67% reinvestment Equity Worldwide Robeco Inst. AM ▶
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2020 - - - - - - - - - - 7.67 2.13 -
2021 0.33 -0.51 7.00 0.51 0.87 2.48 2.52 3.71 -2.87 4.50 0.05 4.87 +25.67%
2022 -4.73 -3.05 2.83 -1.66 -1.71 -5.87 8.82 -3.69 -5.20 4.92 3.52 -6.74 -13.04%
2023 4.39 0.59 -0.71 0.75 1.10 2.12 1.62 -0.28 -1.23 -1.91 4.09 2.64 +13.75%
2024 3.46 4.17 3.20 -1.51 1.59 3.05 2.44 1.58 -0.03 - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 9.87% 10.39% 9.55% 12.61% -%
Sharpe ratio 2.48 1.44 2.03 0.40 -
Best month +4.17% +3.20% +4.17% +8.82% -
Worst month -1.51% -1.51% -1.91% -6.74% -
Maximum loss -5.78% -5.78% -5.78% -16.07% -
Outperformance - - - - -
 
All quotes in EUR

Share classes

Name   Type of yield Repurchase p. 1 Year 3 Years
Robeco Global SDG Equities I EUR reinvestment 196.6400 +22.72% +27.43%
Robeco Global SDG Equities I USD reinvestment 132.0800 +27.76% -
Robeco Global SDG Equities D USD reinvestment 176.7900 +26.78% +18.16%
Robeco Global SDG Equities F EUR reinvestment 195.5100 +22.63% +27.14%
Robeco Global SDG Equities S EUR reinvestment 199.6000 +22.88% +27.82%
Robeco Global SDG Equities D EUR reinvestment 186.4200 +21.77% +24.49%

Performance

YTD  
+19.29%
6 Months  
+8.89%
1 Year  
+22.88%
3 Years  
+27.82%
5 Years     -
10 Years     -
Since start  
+63.09%
Year
2023  
+13.75%
2022
  -13.04%
2021  
+25.67%