Morgan Stanley Investment Funds American Resilience Fund B/ LU2562895396 /
| NAV2024-06-24 | Chg.+0.1300 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 29.9600USD | +0.44% | reinvestment | Equity Mixed Sectors | MSIM Fund M. (IE) ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 3.98 | -3.71 | 3.97 | 1.13 | -1.27 | 6.64 | 2.42 | 0.29 | -5.42 | -4.64 | 8.54 | 4.74 | +16.73% |
| 2024 | 1.98 | 1.98 | 0.90 | -4.41 | 0.66 | 3.20 | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 10.13% | 9.96% | 10.68% | -% | -% |
| Sharpe ratio | 0.53 | 0.57 | 0.83 | - | - |
| Best month | +4.74% | +4.74% | +8.54% | - | - |
| Worst month | -4.41% | -4.41% | -5.42% | - | - |
| Maximum loss | -6.05% | -6.05% | -12.15% | - | - |
| Outperformance | - | - | - | - | - |
All quotes in USD
Share classes
| Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
|---|---|---|---|---|---|
| Morgan Stanley Investment Funds ... | reinvestment | 29.9600 | +12.50% | - | |
| Morgan Stanley Investment Funds ... | reinvestment | 28.9000 | +10.26% | - | |
| Morgan Stanley Investment Funds ... | reinvestment | 30.8700 | +14.72% | - | |
| Morgan Stanley Investment Funds ... | reinvestment | 30.9000 | +14.78% | - | |
| Morgan Stanley Investment Funds ... | reinvestment | 30.4200 | +13.63% | - | |
| Morgan Stanley Investment Funds ... | reinvestment | 29.3700 | +11.46% | - |
Performance
| YTD | +4.21% | ||
|---|---|---|---|
| 6 Months | +4.50% | ||
| 1 Year | +12.50% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +19.84% | ||
| Year | |||
| 2023 | +16.73% | ||
