Morgan Stanley Investment Funds Calvert Sustainable Climate Aligned Fund Z/ LU2459593385 /
| NAV2024-09-25 | Chg.+0.1300 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 32.0200USD | +0.41% | reinvestment | Equity Worldwide | MSIM Fund M. (IE) ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | - | - | - | - | -3.60 | -8.98 | 8.68 | -3.47 | -7.64 | 5.17 | 5.33 | -1.47 | - |
| 2023 | 6.63 | -1.10 | 2.09 | 1.13 | -0.04 | 4.81 | 2.37 | -1.97 | -4.84 | -4.06 | 10.74 | 6.39 | +23.13% |
| 2024 | 1.76 | 2.66 | 3.51 | -3.86 | 3.24 | 2.63 | 1.46 | 3.44 | 1.43 | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 13.42% | 14.39% | 13.23% | -% | -% |
| Sharpe ratio | 1.56 | 1.03 | 2.22 | - | - |
| Best month | +6.39% | +3.51% | +10.74% | +10.74% | - |
| Worst month | -3.86% | -3.86% | -4.84% | -8.98% | - |
| Maximum loss | -8.36% | -8.36% | -8.36% | - | - |
| 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 | +17.25% | ||
|---|---|---|---|
| 6 Months | +8.84% | ||
| 1 Year | +32.75% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +28.75% | ||
| Year | |||
| 2023 | +23.13% | ||
