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RobecoSAM Net Zero 2050 Climate Equities I USD/  LU2496629846  /

Fonds
NAV2024-06-20 Chg.-1.1200 Type of yield Investment Focus Investment company
143.7900USD -0.77% reinvestment Equity Worldwide Robeco Inst. AM ▶
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2022 - - - - - - - -6.03 -8.72 3.81 8.53 -5.01 -
2023 9.96 -1.26 3.48 -1.89 1.27 6.96 2.12 -3.34 -5.00 -6.01 9.69 6.39 +22.81%
2024 -2.04 7.92 3.56 -3.20 6.80 0.33 - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 12.34% 12.29% 12.84% -% -%
Sharpe ratio 2.24 2.49 1.10 - -
Best month +7.92% +7.92% +9.69% - -
Worst month -3.20% -3.20% -6.01% - -
Maximum loss -6.60% -6.60% -15.60% - -
Outperformance - - - - -
 
All quotes in USD

Share classes

Name   Type of yield Repurchase p. 1 Year 3 Years
RobecoSAM Net Zero 2050 C.Eq.F E... reinvestment 135.0500 +19.79% -
RobecoSAM Net Zero 2050 Climate ... reinvestment 141.5000 +16.87% -
RobecoSAM Net Zero 2050 Climate ... reinvestment 143.7000 +17.82% -
RobecoSAM Net Zero 2050 Climate ... reinvestment 143.7900 +17.85% -
RobecoSAM Net Zero 2050 Climate ... reinvestment 133.6000 +19.48% -
RobecoSAM Net Zero 2050 Climate ... reinvestment 132.6900 +21.00% -
RobecoSAM Net Zero 2050 C.Eq.I E... reinvestment 135.1700 +19.83% -
RobecoSAM Net Zero 2050 C.Eq.S E... reinvestment 135.0900 +19.79% -
RobecoSAM Net Zero 2050 Climate ... reinvestment 143.7000 +17.82% -
RobecoSAM Net Zero 2050 C.Eq.D E... reinvestment 133.0100 +18.83% -

Performance

YTD  
+13.55%
6 Months  
+15.85%
1 Year  
+17.85%
3 Years     -
5 Years     -
10 Years     -
Since start  
+43.79%
Year
2023  
+22.81%