Robeco Net Zero 2050 Climate Equities Z EUR/ LU2554843115 /
NAV2024-09-23 | Chg.+1.1200 | Type of yield | Investment Focus | Investment company |
---|---|---|---|---|
135.6700EUR | +0.83% | reinvestment | Equity Worldwide | Robeco Inst. AM ▶ |
Monthly performance
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2007 | - | - | - | - | - | - | - | -1.10 | 0.38 | - | - | - | - |
2022 | - | - | - | - | - | - | - | - | - | - | -41.13 | -8.28 | - |
2023 | 8.14 | 1.21 | 1.09 | -3.38 | 4.95 | 4.61 | 1.13 | -1.73 | -2.53 | -5.78 | 6.34 | 5.17 | +19.80% |
2024 | -0.29 | 8.41 | 3.84 | -2.14 | 5.27 | 1.28 | 2.54 | -0.41 | 0.47 | - | - | - | - |
Calculated values
YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
---|---|---|---|---|---|
Volatility | 13.69% | 14.23% | 13.27% | 11.14% | 11.14% |
Sharpe ratio | 1.85 | 0.88 | 1.72 | - | - |
Best month | +8.41% | +5.27% | +8.41% | - | - |
Worst month | -2.14% | -2.14% | -5.78% | - | - |
Maximum loss | -8.26% | -8.26% | -8.26% | -10.80% | -10.80% |
Outperformance | - | - | - | - | - |
All quotes in EUR
Share classes
Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
---|---|---|---|---|---|
Robeco Net Zero 2050 Climate Equ... | reinvestment | 152.2600 | +31.49% | - | |
Robeco Net Zero 2050 Climate Equ... | reinvestment | 134.7600 | +21.31% | - | |
Robeco Net Zero 2050 Climate Equ... | reinvestment | 137.7200 | +24.89% | - | |
Robeco Net Zero 2050 Climate Equ... | reinvestment | 149.5100 | +30.41% | - | |
Robeco Net Zero 2050 Climate Equ... | reinvestment | 152.1500 | +31.45% | - | |
Robeco Net Zero 2050 Climate Equ... | reinvestment | 135.6700 | +26.15% | - | |
Robeco Net Zero 2050 Climate Equ... | reinvestment | 137.8600 | +24.93% | - | |
Robeco Net Zero 2050 Climate Equ... | reinvestment | 137.7700 | +24.90% | - | |
Robeco Net Zero 2050 Climate Equ... | reinvestment | 152.1500 | +31.45% | - | |
Robeco Net Zero 2050 Climate Equ... | reinvestment | 135.3600 | +23.90% | - |
Performance
YTD | +20.17% | ||
---|---|---|---|
6 Months | +7.64% | ||
1 Year | +26.15% | ||
3 Years | - | ||
5 Years | - | ||
10 Years | - | ||
Since start | -27.52% | ||
Year | |||
2023 | +19.80% |