Morgan Stanley Investment Funds Global Brands Fund - A/ LU0119620416 /
| NAV06.05.2024 | Diff.+0,1400 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 206,3000USD | +0,07% | thesaurierend | Aktien weltweit | MSIM Fund M. (IE) ▶ |
Monatliche Performance
| Jan | Feb | Mrz | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2000 | - | - | - | - | - | - | - | - | - | - | 3,00 | 5,83 | - |
| 2001 | -2,31 | 2,59 | -4,32 | 1,34 | 1,93 | 1,04 | 0,88 | 0,58 | -5,75 | -1,04 | 2,06 | 3,72 | +0,26% |
| 2002 | -0,33 | 5,92 | 5,83 | 5,44 | 3,39 | -4,69 | -6,82 | 2,91 | -4,64 | -0,59 | -0,52 | 1,78 | +6,85% |
| 2003 | -5,45 | -1,70 | -1,00 | 8,16 | 6,13 | 1,14 | -2,79 | 2,48 | 3,03 | 4,19 | 4,26 | 6,30 | +26,60% |
| 2004 | 2,22 | 2,70 | -3,04 | 1,57 | 0,50 | 1,17 | -4,61 | 0,27 | 0,24 | 2,36 | 5,17 | 3,82 | +12,65% |
| 2005 | -1,95 | 4,56 | -0,12 | 1,53 | -0,05 | -0,69 | 2,56 | -0,39 | 2,44 | -1,11 | 1,40 | 2,29 | +10,77% |
| 2006 | 2,11 | 1,47 | 2,03 | 1,93 | -1,65 | 0,96 | 2,82 | 3,10 | 0,02 | 0,90 | 2,96 | 1,84 | +20,01% |
| 2007 | 1,65 | -0,16 | 3,55 | 2,53 | 1,96 | -1,43 | -3,96 | 0,56 | 2,16 | 3,25 | -1,28 | -0,10 | +8,79% |
| 2008 | -8,11 | 1,81 | -0,89 | 2,42 | 0,00 | -10,15 | 0,27 | 1,38 | -7,13 | -13,95 | -3,07 | 4,65 | -29,69% |
| 2009 | -5,77 | -9,58 | 3,30 | 12,11 | 5,37 | 1,11 | 8,41 | 1,87 | 3,16 | 3,93 | 0,30 | 3,84 | +29,65% |
| 2010 | -1,09 | 0,48 | 5,25 | -3,00 | -7,06 | 2,17 | 4,92 | -1,52 | 8,52 | 2,41 | -2,97 | 4,11 | +11,76% |
| 2011 | -1,63 | 4,99 | 1,09 | 6,64 | 2,30 | -2,55 | 1,16 | -2,19 | -5,59 | 7,16 | -3,60 | 0,81 | +7,98% |
| 2012 | 1,50 | 7,71 | 2,35 | 0,36 | -8,14 | 4,07 | 3,00 | 1,48 | 1,60 | -0,24 | 2,23 | -2,33 | +13,57% |
| 2013 | 5,97 | -1,13 | 4,11 | 2,87 | 0,05 | -3,47 | 2,93 | -3,15 | 4,15 | 3,55 | 0,89 | 1,43 | +19,23% |
| 2014 | -6,71 | 7,32 | 0,62 | 1,77 | 2,56 | -0,01 | -1,03 | 0,91 | -2,28 | 0,10 | 3,94 | -2,00 | +4,63% |
| 2015 | -0,53 | 3,48 | -3,19 | 4,58 | 0,99 | -2,54 | 5,31 | -8,37 | -0,17 | 10,02 | -1,93 | -1,54 | +4,96% |
| 2016 | -1,79 | -0,92 | 5,97 | -0,02 | 1,92 | -0,65 | 1,26 | 0,53 | -0,36 | -2,07 | -1,51 | 2,19 | +4,36% |
| 2017 | 2,83 | 4,29 | 2,00 | 2,04 | 4,90 | -1,06 | 0,87 | -0,92 | -0,12 | 2,74 | 2,55 | 2,69 | +25,12% |
| 2018 | 3,64 | -4,00 | -1,77 | 1,04 | 0,75 | 3,35 | 1,62 | 0,99 | 1,73 | -5,70 | 2,60 | -6,33 | -2,72% |
| 2019 | 3,64 | 5,78 | 4,34 | 2,54 | -2,46 | 4,80 | 1,89 | -0,37 | -1,03 | 0,68 | 3,01 | 2,74 | +28,36% |
| 2020 | 2,85 | -10,76 | -5,27 | 9,11 | 3,09 | 1,47 | 6,46 | 3,96 | -3,05 | -5,59 | 7,89 | 3,18 | +11,91% |
| 2021 | -1,41 | -0,49 | 3,46 | 5,47 | 0,29 | 2,58 | 2,71 | 0,89 | -2,56 | 4,00 | -0,93 | 6,02 | +21,45% |
| 2022 | -6,77 | -2,49 | 1,11 | -3,67 | -2,43 | -6,73 | 7,24 | -4,12 | -9,19 | 3,64 | 5,74 | -0,63 | -18,07% |
| 2023 | 3,64 | -2,88 | 5,05 | 2,77 | -3,19 | 5,68 | 1,23 | -0,03 | -5,61 | -2,71 | 7,84 | 3,58 | +15,40% |
| 2024 | 3,08 | 1,38 | 0,03 | -4,88 | 0,63 | - | - | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 10,27% | 9,85% | 10,70% | 15,65% | 16,55% |
| Sharpe Ratio | -0,36 | 1,40 | 0,23 | -0,09 | 0,21 |
| Bester Monat | +3,58% | +7,84% | +7,84% | +7,84% | +9,11% |
| Schlechtester Monat | -4,88% | -4,88% | -5,61% | -9,19% | -10,76% |
| Maximaler Verlust | -7,00% | -7,00% | -10,70% | -27,54% | -29,65% |
| Outperformance | -4,34% | - | -3,53% | +20,09% | +23,07% |
Alle Kurse in USD
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| Morgan Stanley Investment Funds ... | thesaurierend | 163,2000 | +5,26% | - | |
| Morgan Stanley Investment Funds ... | thesaurierend | 86,4800 | +3,17% | - | |
| MSIF Global Brands CH EUR | thesaurierend | 61,0200 | +3,28% | - | |
| MSIF Global Brands A EUR | thesaurierend | 29,7100 | +8,83% | +20,19% | |
| Morgan Stanley Investment Funds ... | thesaurierend | 27,4600 | +8,62% | - | |
| Morgan Stanley Investment Funds ... | thesaurierend | 105,1900 | +7,35% | +10,42% | |
| Morgan Stanley Investment Funds ... | ausschüttend | 139,0700 | +7,36% | +10,43% | |
| Morgan Stanley Investment Funds ... | thesaurierend | 105,1000 | +5,03% | +3,04% | |
| Morgan Stanley Investment Funds ... | thesaurierend | 76,8400 | +6,65% | +6,86% | |
| MSIF Global Brands Z EUR | thesaurierend | 28,9600 | +9,91% | - | |
| Morgan Stanley Investment Funds ... | thesaurierend | 243,8600 | +7,27% | +10,18% | |
| MSIF Global Brands FH EUR | thesaurierend | 45,0900 | +4,93% | +2,64% | |
| MSIF Global Brands FHX EUR | ausschüttend | 42,2900 | +4,93% | +2,74% | |
| MSIF Global Brands FH CHF | thesaurierend | 43,0400 | +2,72% | -0,32% | |
| Morgan Stanley Investment Funds ... | thesaurierend | 54,6600 | +7,28% | +10,14% | |
| Morgan Stanley Investment Funds ... | ausschüttend | 64,5500 | +4,15% | +0,39% | |
| Morgan Stanley Investment Funds ... | ausschüttend | 79,7900 | +6,32% | +7,46% | |
| Morgan Stanley Investment Funds ... | thesaurierend | 48,6500 | +4,94% | +2,81% | |
| MSIF Global Brands AH CHF | thesaurierend | 59,7800 | +1,87% | -2,62% | |
| Morgan Stanley Investment Funds ... | thesaurierend | 106,3300 | +4,19% | +0,44% | |
| Morgan Stanley Investment Funds ... | thesaurierend | 206,3000 | +6,31% | +7,45% |
Performance
| lfd. Jahr | +0,06% | ||
|---|---|---|---|
| 6 Monate | +8,40% | ||
| 1 Jahr | +6,31% | ||
| 3 Jahre | +7,45% | ||
| 5 Jahre | +42,07% | ||
| seit Beginn | +725,20% | ||
| Jahr | |||
| 2023 | +15,40% | ||
| 2022 | -18,07% | ||
| 2021 | +21,45% | ||
| 2020 | +11,91% | ||
| 2019 | +28,36% | ||
| 2018 | -2,72% | ||
| 2017 | +25,12% | ||
| 2016 | +4,36% | ||
| 2015 | +4,96% | ||
