Robeco Sustainable Global Stars Equities F EUR/  LU0940004913  /

Fonds
NAV2024-05-22 Chg.-0.0500 Type of yield Investment Focus Investment company
368.6600EUR -0.01% reinvestment Equity Worldwide Robeco Inst. AM 
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2013 - - - - - - - - - 2.04 3.84 1.29 -
2014 -2.09 4.24 -1.73 0.05 4.28 1.23 1.89 2.41 2.05 -1.42 4.98 1.17 +18.11%
2015 4.04 7.53 3.26 0.16 3.81 -4.43 4.20 -7.92 -7.76 11.49 3.77 -5.01 +11.65%
2016 -9.27 3.08 0.97 2.58 2.45 -3.50 3.91 0.28 -0.11 1.02 4.18 3.10 +8.16%
2017 1.31 3.24 1.34 0.88 0.02 -1.07 -0.12 -1.56 2.40 2.47 0.26 0.94 +10.46%
2018 2.16 -3.37 -5.72 4.84 4.63 -1.21 2.03 2.91 1.27 -6.47 3.52 -8.64 -5.13%
2019 7.27 5.44 1.53 4.30 -5.05 3.30 2.09 -0.84 3.04 1.54 4.79 1.34 +32.16%
2020 1.40 -5.52 -10.26 12.73 2.90 3.03 -0.01 5.17 -2.45 -2.43 9.02 2.69 +15.14%
2021 0.30 2.62 5.11 0.93 0.23 4.72 2.12 2.70 -3.93 7.43 -0.07 4.27 +29.25%
2022 -4.75 -2.86 3.91 -2.97 -1.59 -4.86 10.21 -3.78 -5.53 4.61 1.76 -8.66 -14.92%
2023 3.86 0.36 2.11 0.22 2.69 2.45 1.95 -0.12 -1.04 -1.25 5.22 2.78 +20.76%
2024 3.61 4.93 2.50 -2.47 3.73 - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 10.80% 10.47% 10.58% 14.65% 17.46%
Sharpe ratio 3.01 2.88 1.93 0.50 0.59
Best month +4.93% +5.22% +5.22% +10.21% +12.73%
Worst month -2.47% -2.47% -2.47% -8.66% -10.26%
Maximum loss -4.08% -4.08% -6.10% -16.92% -30.61%
Outperformance - - - - -
 
All quotes in EUR

Tranches

Name   Type of yield Repurchase p. 1 Year 3 Years
Robeco Sust.Gl.Stars Eq.Z EUR reinvestment 506.8100 +25.24% +40.52%
Robeco Sustainable Global Stars ... paying dividend 118.9500 +23.43% -
Robeco Sustainable Global Stars ... reinvestment 121.9300 +21.93% -
Robeco Sust.Gl.Stars Eq.IL EUR reinvestment 271.9200 +23.99% +36.37%
Robeco Sustainable Global Stars ... reinvestment 577.7200 +23.43% +34.54%
Robeco Sustainable Global Stars ... reinvestment 368.6600 +24.20% +37.06%

Performance

YTD  
+12.73%
6 Months  
+15.62%
1 Year  
+24.20%
3 Years  
+37.06%
5 Years  
+94.10%
10 Years  
+233.09%
Since start  
+268.66%
Year
2023  
+20.76%
2022
  -14.92%
2021  
+29.25%
2020  
+15.14%
2019  
+32.16%
2018
  -5.13%
2017  
+10.46%
2016  
+8.16%
2015  
+11.65%