1 Monat | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | 8 Jahre | seit Jahres- beginn |
|
---|---|---|---|---|---|---|---|
Robeco BP US Premium Equ... | 2,24% | 30,51% | 39,25% | 32,41% | 61,53% | 16,71% | |
Sektor (Aktien USA Standardwerte Value) | 3,54% | 24,78% | 34,01% | 37,21% | 55,40% | 17,00% | |
Fonds relativ zum Sektor | -1,30 | 5,73 | 5,24 | -4,80 | 6,13 | -0,30 | |
Bester Fonds im Sektor | +6,71% | +50,32% | +78,90% | +63,61% | +116,07% | +23,50% | |
Schlechtester Fonds im Sektor | +0,75% | +9,95% | +13,84% | +3,84% | +14,78% | +6,94% | |
Fonds Quartil Ranking | 3 | 2 | 1 | 3 | 2 | n.a. | 2 |
Ranking | 331 | 170 | 133 | 297 | 137 | n.a. | 280 |
Rendite p.a. | 9,81% | 10,07% |
1 Jahr | 3 Jahre | 5 Jahre | |
---|---|---|---|
Volatilität | 18,54% | 22,18% | 17,96% |
Sharpe Ratio | 2,73 | 0,42 | 0,62 |
Alpha | n.a. | n.a. | n.a. |
Max. Verlust | -29,01% | -29,01% | -29,01% |
Beta | n.a. | n.a. | n.a. |
Name | Robeco Luxembourg SA |
Website | www.robeco.com |
Manager |
Ramallo |
Wertpapier | Anteil |
---|---|
Johnson & Johnson | 2,7% |
Medtronic PLC | 2,4% |
Bank of America Corp | 2,0% |
JPMorgan Chase & Co | 2,0% |
Pfizer Inc | 1,8% |
Qorvo Inc | 1,6% |
Novartis AG ADR | 1,5% |
McKesson Corp | 1,5% |
UnitedHealth Group Inc | 1,4% |
Citigroup Inc | 1,4% |
https://www.consorsbank.de/Wertpapierhandel/Fonds/Kurs-Snapshot/profile/LU0226953718-ROBECO-CAPITAL-GROWTH-FUNDS-ROBECO-BP-US-PREMIUM-EQUITIES-CLASSD-USD