Morgan Stanley Investment Funds US Growth Fund - AH (EUR)/ LU0266117414 /
| NAV17.05.2024 | Diff.-0,3800 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 84,7100EUR | -0,45% | thesaurierend | Aktien Branchenmix | MSIM Fund M. (IE) ▶ |
Monatliche Performance
| Jan | Feb | Mrz | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2006 | - | - | - | - | - | - | - | - | - | - | - | -0,73 | - |
| 2007 | 2,44 | -1,89 | 1,65 | 4,81 | 3,11 | -2,94 | -0,25 | 0,11 | 8,49 | 5,46 | -4,07 | -0,46 | +16,90% |
| 2008 | -11,91 | 1,01 | -1,93 | 9,17 | 2,71 | -8,59 | -4,88 | -0,82 | -20,11 | -20,95 | -14,03 | 1,23 | -53,62% |
| 2009 | 1,00 | -5,58 | 8,08 | 17,99 | 2,17 | 0,75 | 8,66 | 2,05 | 5,70 | 1,46 | 2,54 | 5,75 | +61,41% |
| 2010 | -3,93 | -0,46 | 8,46 | 3,79 | -8,05 | -4,82 | 4,83 | -2,28 | 11,95 | 4,42 | 2,35 | 2,22 | +18,03% |
| 2011 | 1,27 | 3,81 | 1,42 | 4,14 | -1,72 | -0,93 | 2,32 | -4,94 | -11,07 | 10,09 | -5,75 | -2,08 | -4,98% |
| 2012 | 8,04 | 6,78 | 4,58 | -2,35 | -10,74 | 2,59 | -1,13 | 0,18 | 4,42 | -3,88 | 4,15 | -0,88 | +10,72% |
| 2013 | 5,52 | -0,74 | 2,21 | 1,96 | 5,12 | -2,11 | 8,21 | 0,73 | 6,89 | 3,45 | 2,63 | 4,74 | +45,52% |
| 2014 | 0,61 | 6,73 | -7,22 | -6,16 | 5,78 | 4,06 | 0,05 | 3,99 | -2,47 | 2,37 | 1,46 | -2,07 | +6,21% |
| 2015 | 0,05 | 7,87 | -2,47 | 1,95 | -0,24 | -1,18 | 6,09 | -5,77 | -6,51 | 8,64 | 3,34 | -0,25 | +10,73% |
| 2016 | -11,92 | 0,07 | 6,25 | -0,29 | 2,32 | -1,76 | 6,91 | 0,64 | 2,22 | -2,92 | -1,74 | -2,91 | -4,39% |
| 2017 | 9,20 | 2,47 | 2,74 | 3,86 | 5,92 | -0,69 | 3,31 | 1,81 | -1,75 | 5,85 | 1,22 | 0,88 | +40,28% |
| 2018 | 9,64 | 1,41 | -4,63 | 2,66 | 5,95 | 1,47 | -1,70 | 9,22 | -0,90 | -10,98 | 0,04 | -8,04 | +1,98% |
| 2019 | 11,95 | 4,35 | 0,62 | 4,49 | -4,21 | 5,58 | 1,97 | -4,76 | -8,78 | 0,46 | 8,61 | -2,03 | +17,62% |
| 2020 | 7,96 | -4,99 | -5,32 | 20,83 | 15,37 | 11,48 | 11,08 | 6,21 | 2,88 | -4,37 | 17,96 | 2,25 | +111,27% |
| 2021 | 1,11 | 2,99 | -7,48 | 7,20 | -3,97 | 13,16 | -0,08 | 1,26 | -6,82 | 6,80 | 1,02 | -12,58 | -0,20% |
| 2022 | -25,60 | 0,43 | -2,59 | -17,50 | -22,39 | -10,94 | 13,49 | 4,63 | -12,13 | 0,25 | -6,83 | -7,31 | -62,51% |
| 2023 | 15,35 | -2,11 | 0,85 | -5,47 | 10,98 | 9,33 | 6,96 | -8,68 | -4,65 | -10,71 | 17,10 | 13,27 | +44,06% |
| 2024 | -6,14 | 11,27 | 0,96 | -8,36 | -0,49 | - | - | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 30,49% | 29,52% | 29,60% | 43,60% | 39,37% |
| Sharpe Ratio | -0,45 | 0,96 | 0,54 | -0,48 | -0,07 |
| Bester Monat | +13,27% | +17,10% | +17,10% | +17,10% | +20,83% |
| Schlechtester Monat | -8,36% | -8,36% | -10,71% | -25,60% | -25,60% |
| Maximaler Verlust | -12,35% | -12,35% | -24,96% | -70,95% | -70,95% |
| Outperformance | +85,67% | - | +96,48% | +105,80% | +162,18% |
Alle Kurse in EUR
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| Morgan Stanley Investment Funds ... | thesaurierend | 115,6000 | +21,61% | - | |
| Morgan Stanley Investment Funds ... | thesaurierend | 74,3600 | +18,71% | - | |
| Morgan Stanley Investment Funds ... | thesaurierend | 30,3900 | +21,95% | - | |
| Morgan Stanley Investment Funds ... | thesaurierend | 183,4600 | +23,76% | -35,58% | |
| Morgan Stanley Investment Funds ... | thesaurierend | 94,1900 | +20,83% | -41,27% | |
| MSIF US Growth IH EUR | thesaurierend | 26,4100 | +20,76% | -41,42% | |
| MSIF US Growth F USD | thesaurierend | 67,5300 | +23,70% | -35,67% | |
| MSIF US Growth AEUR | thesaurierend | 15,3200 | +22,36% | -29,53% | |
| MSIF US Growth IX GBP | ausschüttend | 144,4900 | +21,60% | - | |
| Morgan Stanley Investment Funds ... | thesaurierend | 151,0000 | +22,83% | -37,01% | |
| Morgan Stanley Investment Funds ... | thesaurierend | 84,7100 | +19,88% | -42,66% | |
| MSIF US Growth AX USD | ausschüttend | 151,0000 | +22,83% | -37,01% |
Performance
| lfd. Jahr | -3,86% | ||
|---|---|---|---|
| 6 Monate | +14,85% | ||
| 1 Jahr | +19,88% | ||
| 3 Jahre | -42,66% | ||
| 5 Jahre | +6,06% | ||
| 10 Jahre | +119,46% | ||
| seit Beginn | +229,74% | ||
| Jahr | |||
| 2023 | +44,06% | ||
| 2022 | -62,51% | ||
| 2021 | -0,20% | ||
| 2020 | +111,27% | ||
| 2019 | +17,62% | ||
| 2018 | +1,98% | ||
| 2017 | +40,28% | ||
| 2016 | -4,39% | ||
| 2015 | +10,73% | ||
