Morgan Stanley Investment Funds Calvert Sustainable Climate Aligned Fund B/ LU2459593468 /
| NAV25/09/2024 | Chg.+0.1300 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 30.5700USD | +0.43% | reinvestment | Equity Worldwide | MSIM Fund M. (IE) ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | - | - | - | - | -3.77 | -9.10 | 8.52 | -3.66 | -7.70 | 4.91 | 5.16 | -1.57 | - |
| 2023 | 6.44 | -1.25 | 1.96 | 0.98 | -0.25 | 4.70 | 2.18 | -2.14 | -4.97 | -4.21 | 10.57 | 6.23 | +20.84% |
| 2024 | 1.55 | 2.53 | 3.38 | -4.04 | 3.08 | 2.49 | 1.28 | 3.29 | 1.29 | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 13.42% | 14.39% | 13.21% | -% | -% |
| Sharpe ratio | 1.38 | 0.88 | 2.03 | - | - |
| Best month | +6.23% | +3.38% | +10.57% | +10.57% | - |
| Worst month | -4.04% | -4.04% | -4.97% | -9.10% | - |
| Maximum loss | -8.46% | -8.46% | -8.46% | - | - |
| Outperformance | - | - | - | - | - |
All quotes in USD
Share classes
| Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
|---|---|---|---|---|---|
| Morgan Stanley Investment Funds ... | reinvestment | 28.6100 | +27.78% | - | |
| Morgan Stanley Investment Funds ... | reinvestment | 30.5700 | +30.25% | - | |
| Morgan Stanley Investment Funds ... | reinvestment | 32.4000 | +24.62% | - | |
| Morgan Stanley Investment Funds ... | reinvestment | 31.9600 | +32.61% | - | |
| Calvert Sust.Clim.Alig.Fd.A USD | reinvestment | 27.9800 | +24.58% | - | |
| Calvert Sust.Clim.Alig.Fd.AH EUR | reinvestment | 29.2500 | +28.80% | - | |
| Morgan Stanley Investment Funds ... | reinvestment | 32.0200 | +32.75% | - |
Performance
| YTD | +15.62% | ||
|---|---|---|---|
| 6 Months | +7.79% | ||
| 1 Year | +30.25% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +22.92% | ||
| Year | |||
| 2023 | +20.84% | ||
