Robeco Net Zero 2050 Climate Equities F USD/ LU2496629762 /
NAV2024-09-24 | Chg.+0.5800 | Type of yield | Investment Focus | Investment company |
---|---|---|---|---|
152.7300USD | +0.38% | reinvestment | Equity Worldwide | Robeco Inst. AM ▶ |
Monthly performance
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2022 | - | - | - | - | - | - | - | -6.03 | -8.73 | 4.48 | 7.83 | -5.01 | - |
2023 | 9.95 | -1.26 | 3.48 | -1.88 | 1.26 | 6.95 | 2.11 | -3.34 | -4.99 | -6.01 | 9.68 | 6.39 | +22.76% |
2024 | -2.04 | 7.91 | 3.56 | -3.20 | 6.78 | -0.09 | 3.44 | 1.80 | 1.36 | - | - | - | - |
Calculated values
YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
---|---|---|---|---|---|
Volatility | 13.74% | 14.11% | 13.77% | -% | -% |
Sharpe ratio | 1.85 | 1.25 | 2.05 | - | - |
Best month | +7.91% | +6.78% | +9.68% | +9.95% | - |
Worst month | -3.20% | -3.20% | -6.01% | -8.73% | - |
Maximum loss | -7.55% | -7.55% | -8.43% | - | - |
Outperformance | - | - | - | - | - |
All quotes in USD
Share classes
Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
---|---|---|---|---|---|
Robeco Net Zero 2050 Climate Equ... | reinvestment | 152.8300 | +31.98% | - | |
Robeco Net Zero 2050 Climate Equ... | reinvestment | 134.9000 | +21.43% | - | |
Robeco Net Zero 2050 Climate Equ... | reinvestment | 138.0100 | +25.16% | - | |
Robeco Net Zero 2050 Climate Equ... | reinvestment | 150.0700 | +30.89% | - | |
Robeco Net Zero 2050 Climate Equ... | reinvestment | 152.7300 | +31.95% | - | |
Robeco Net Zero 2050 Climate Equ... | reinvestment | 135.9500 | +26.41% | - | |
Robeco Net Zero 2050 Climate Equ... | reinvestment | 138.1500 | +25.19% | - | |
Robeco Net Zero 2050 Climate Equ... | reinvestment | 138.0500 | +25.16% | - | |
Robeco Net Zero 2050 Climate Equ... | reinvestment | 152.7300 | +31.95% | - | |
Robeco Net Zero 2050 Climate Equ... | reinvestment | 135.6400 | +24.16% | - |
Performance
YTD | +20.67% | ||
---|---|---|---|
6 Months | +10.43% | ||
1 Year | +31.95% | ||
3 Years | - | ||
5 Years | - | ||
10 Years | - | ||
Since start | +52.73% | ||
Year | |||
2023 | +22.76% |