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Morgan Stanley Investment Funds Global Brands Fund - Z/  LU0360482987  /

Fonds
NAV23.05.2024 Diff.-0,4000 Ertragstyp Ausrichtung Fondsgesellschaft
108,5200USD -0,37% thesaurierend Aktien weltweit MSIM Fund M. (IE) ▶
 

Monatliche Performance

  Jan Feb Mrz Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2008 - - - - - - 0,35 1,47 -7,10 -13,86 -3,03 4,71 -
2009 -5,70 -9,54 3,37 12,16 5,45 1,20 8,47 1,92 3,23 3,99 0,38 3,87 +30,60%
2010 -1,04 0,57 5,31 -2,94 -7,01 2,24 5,01 -1,46 8,56 2,51 -2,91 4,19 +12,66%
2011 -1,56 5,06 1,13 6,73 2,36 -2,49 1,21 -2,11 -5,54 7,23 -3,53 1,19 +9,14%
2012 1,24 7,79 2,42 0,44 -8,10 4,14 3,06 1,56 1,65 -0,17 2,28 -2,23 +14,10%
2013 6,02 -1,05 4,16 2,93 0,13 -3,42 2,99 -3,08 4,23 3,61 0,95 1,50 +20,13%
2014 -6,65 7,41 0,69 1,84 2,61 0,05 -0,95 0,98 -2,23 0,16 4,00 -1,92 +5,44%
2015 -0,47 3,53 -3,13 4,65 1,06 -2,48 5,39 -8,31 -0,11 10,09 -1,87 -1,49 +5,75%
2016 -1,73 -0,85 6,04 0,04 1,98 -0,59 1,32 0,60 -0,30 -2,02 -1,45 2,26 +5,16%
2017 2,90 4,35 2,06 2,11 4,96 -0,98 0,92 -0,86 -0,05 2,81 2,61 2,76 +26,06%
2018 3,71 -3,95 -1,71 1,10 0,81 3,42 1,67 1,07 1,77 -5,63 2,65 -6,27 -2,01%
2019 3,71 5,84 4,41 2,61 -2,40 4,86 1,96 -0,32 -0,95 0,73 3,08 2,80 +29,32%
2020 2,92 -10,71 -5,21 9,18 3,15 1,54 6,53 4,02 -2,99 -5,53 7,95 3,25 +12,75%
2021 -1,36 -0,43 3,53 5,53 0,35 2,64 2,77 0,94 -2,49 4,07 -0,87 6,09 +22,35%
2022 -6,70 -2,43 1,18 -3,61 -2,35 -6,65 7,32 -4,02 -9,13 3,73 5,83 -0,55 -17,31%
2023 3,71 -2,81 5,14 2,85 -3,11 5,77 1,31 0,05 -5,54 -2,62 7,92 3,66 +16,53%
2024 3,17 1,45 0,11 -4,79 3,83 - - - - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 9,96% 9,55% 10,66% 15,58% 16,54%
Sharpe Ratio 0,57 1,19 0,75 0,02 0,30
Bester Monat +3,83% +7,92% +7,92% +7,92% +9,18%
Schlechtester Monat -4,79% -4,79% -5,54% -9,13% -10,71%
Maximaler Verlust -6,83% -6,83% -10,48% -27,03% -29,60%
Outperformance +9,26% - -1,62% +22,06% +38,23%
 
Alle Kurse in USD

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
Morgan Stanley Investment Funds ... thesaurierend 168,2100 +9,58% -
Morgan Stanley Investment Funds ... thesaurierend 89,0500 +7,42% -
MSIF Global Brands CH EUR thesaurierend 62,8400 +7,55% -
MSIF Global Brands A EUR thesaurierend 30,4900 +10,11% +23,94%
Morgan Stanley Investment Funds ... thesaurierend 28,1900 +11,51% -
Morgan Stanley Investment Funds ... thesaurierend 108,5200 +11,77% +12,71%
Morgan Stanley Investment Funds ... ausschüttend 143,4700 +11,78% +12,72%
Morgan Stanley Investment Funds ... thesaurierend 108,3000 +9,31% +5,12%
Morgan Stanley Investment Funds ... thesaurierend 79,2600 +11,02% +9,08%
MSIF Global Brands Z EUR thesaurierend 29,7400 +11,22% -
Morgan Stanley Investment Funds ... thesaurierend 251,5700 +11,69% +12,46%
MSIF Global Brands FH EUR thesaurierend 46,4600 +9,21% +4,71%
MSIF Global Brands FHX EUR ausschüttend 43,5800 +9,21% +4,83%
MSIF Global Brands FH CHF thesaurierend 44,2900 +6,90% +1,56%
Morgan Stanley Investment Funds ... thesaurierend 56,3800 +11,69% +12,42%
Morgan Stanley Investment Funds ... ausschüttend 66,5000 +8,43% +2,42%
Morgan Stanley Investment Funds ... ausschüttend 82,2700 +10,68% +9,66%
Morgan Stanley Investment Funds ... thesaurierend 50,1200 +9,22% +4,85%
MSIF Global Brands AH CHF thesaurierend 61,5000 +6,02% -0,77%
Morgan Stanley Investment Funds ... thesaurierend 109,5400 +8,49% +2,47%
Morgan Stanley Investment Funds ... thesaurierend 212,7300 +10,69% +9,67%

Performance

lfd. Jahr  
+3,58%
6 Monate  
+7,27%
1 Jahr  
+11,77%
3 Jahre  
+12,71%
5 Jahre  
+52,18%
10 Jahre  
+147,14%
seit Beginn  
+334,08%
Jahr
2023  
+16,53%
2022
  -17,31%
2021  
+22,35%
2020  
+12,75%
2019  
+29,32%
2018
  -2,01%
2017  
+26,06%
2016  
+5,16%
2015  
+5,75%