Morgan Stanley Investment Funds US Growth Fund - BH (EUR)/  LU0341473964  /

Fonds
NAV24.05.2024 Diff.-0.9300 Ertragstyp Ausrichtung Fondsgesellschaft
72.4300EUR -1.27% thesaurierend Aktien Branchenmix MSIM Fund M. (IE) 
 

Monatliche Performance

  Jan Feb Mär Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2010 - - - - - - - - - - 2.22 2.13 -
2011 1.19 3.75 1.35 4.02 -1.78 -0.99 2.21 -5.01 -11.19 10.03 -5.87 -2.21 -5.99%
2012 7.96 6.71 4.50 -2.47 -10.83 2.53 -1.22 0.07 4.33 -3.97 4.06 -0.93 +9.62%
2013 5.42 -0.82 2.11 1.86 5.02 -2.18 8.12 0.63 6.81 3.34 2.56 4.65 +43.97%
2014 0.53 6.64 -7.30 -6.24 5.68 3.98 -0.02 3.90 -2.55 2.28 1.37 -2.17 +5.12%
2015 0.00 7.78 -2.57 1.84 -0.29 -1.30 6.03 -5.86 -6.57 8.54 3.27 -0.35 +9.64%
2016 -11.97 -0.02 6.16 -0.37 2.22 -1.83 6.83 0.55 2.15 -3.02 -1.82 -2.99 -5.33%
2017 9.11 2.38 2.66 3.77 5.84 -0.79 3.22 1.73 -1.81 5.73 1.15 0.78 +38.87%
2018 9.56 1.35 -4.71 2.57 5.88 1.37 -1.78 9.14 - - - - -
2023 - - -17.96 -5.55 10.87 9.23 6.88 -8.77 -4.73 -10.79 17.00 13.18 -
2024 -6.23 11.20 0.88 -8.44 -3.13 - - - - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 29.90% 29.55% 29.42% 16.00% 16.00%
Sharpe Ratio -0.67 0.52 0.37 - -
Bester Monat +13.18% +17.00% +17.00% - -
Schlechtester Monat -8.44% -8.44% -10.79% - -
Maximaler Verlust -12.47% -12.47% -25.17% -25.17% -25.17%
Outperformance +16.20% - +14.57% +34.51% +34.56%
 
Alle Kurse in EUR

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
Morgan Stanley Investment Funds ... thesaurierend 112.6400 +17.49% -
Morgan Stanley Investment Funds ... thesaurierend 72.4300 +14.68% -
Morgan Stanley Investment Funds ... thesaurierend 29.6500 +18.98% -
Morgan Stanley Investment Funds ... thesaurierend 178.8200 +19.56% -41.53%
Morgan Stanley Investment Funds ... thesaurierend 91.7900 +16.75% -46.69%
MSIF US Growth IH EUR thesaurierend 25.7400 +16.68% -46.82%
MSIF US Growth F USD thesaurierend 65.8200 +19.50% -41.62%
MSIF US Growth AEUR thesaurierend 14.9500 +17.90% -35.45%
MSIF US Growth IX GBP ausschüttend 140.2900 +16.33% -
Morgan Stanley Investment Funds ... thesaurierend 147.1600 +18.67% -42.83%
Morgan Stanley Investment Funds ... thesaurierend 82.5400 +15.85% -47.94%
MSIF US Growth AX USD ausschüttend 147.1600 +18.67% -42.83%

Performance

lfd. Jahr
  -6.71%
6 Monate  
+9.11%
1 Jahr  
+14.68%
3 Jahre     -
5 Jahre     -
10 Jahre  
+87.06%
seit Beginn  
+189.72%
Jahr
2017  
+38.87%
2016
  -5.33%
2015  
+9.64%