Morgan Stanley US Property Z USD/  LU0360477474  /

Fonds
NAV8/23/2017 Chg.-0.1700 Type of yield Investment Focus Investment company
57.6800USD -0.29% reinvestment Real Estate North America Morgan Stanley IM 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2012 - - - - - - - - -1.58 -1.84 0.26 2.04 -
2013 4.19 0.11 2.10 5.52 -3.47 -2.84 1.63 -6.59 2.96 2.88 -3.35 0.60 +3.03%
2014 1.48 5.82 0.36 3.94 2.65 0.91 0.92 1.36 -5.11 9.22 2.82 3.36 +30.74%
2015 4.40 -4.68 3.10 -5.50 -0.16 -5.23 5.82 -5.03 0.34 6.96 -0.55 1.19 -0.42%
2016 -6.03 1.96 9.37 -2.29 0.03 5.27 5.07 -3.00 -2.57 -6.88 -0.11 4.29 +3.87%
2017 -0.37 3.32 -3.54 -0.61 -2.02 2.98 -0.39 -1.87 - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 11.74% 11.93% 13.39% 14.75% 14.03%
Sharpe ratio -0.33 -0.77 -0.61 0.26 0.47
Best month +4.29% +3.32% +4.29% +9.37% +9.37%
Worst month -3.54% -3.54% -6.88% -6.88% -6.88%
Maximum loss -7.63% -7.63% -13.24% -17.08% -17.08%
Outperformance -16.84% - -10.91% +6.97% +7.62%
 
All quotes in USD

Tranches

Name   Type of yield Repurchase p. 1 Year 3 Years
Morgan Stanley US Property I USD reinvestment 79.4100 -8.60% +10.65%
Morgan Stanley US Property Z USD reinvestment 57.6800 -8.56% +10.77%
Morgan Stanley US Property B USD reinvestment 56.5500 -10.15% +5.09%
Morgan Stanley US Property A USD reinvestment 69.4500 -9.25% +8.30%

Performance

YTD
  -2.67%
6 Months
  -4.87%
1 Year
  -8.56%
3 Years  
+10.77%
5 Years  
+35.34%
Since start  
+35.37%
Year
2016  
+3.87%
2015
  -0.42%
2014  
+30.74%
2013  
+3.03%