Morgan Stanley Investment Funds Calvert Sustainable US Equity Select Fund A (EUR)/ LU2504490462 /
| NAV2024-06-19 | Chg.+0.1300 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 31.9200EUR | +0.41% | reinvestment | Equity Mixed Sectors | MSIM Fund M. (IE) ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | - | - | - | - | - | - | - | -0.43 | -5.67 | 3.99 | -1.90 | -5.48 | - |
| 2023 | 4.48 | 0.90 | -1.42 | 0.16 | 3.73 | 3.63 | 0.99 | 0.79 | -3.30 | -3.95 | 7.02 | 4.30 | +18.09% |
| 2024 | 4.34 | 3.88 | 4.17 | -3.55 | 0.37 | 5.52 | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 10.16% | 9.95% | 10.15% | -% | -% |
| Sharpe ratio | 3.18 | 2.93 | 1.85 | - | - |
| Best month | +5.52% | +5.52% | +7.02% | - | - |
| Worst month | -3.55% | -3.55% | -3.95% | - | - |
| Maximum loss | -5.22% | -5.22% | -8.62% | - | - |
| Outperformance | - | - | - | - | - |
All quotes in EUR
Share classes
| Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
|---|---|---|---|---|---|
| Morgan Stanley Investment Funds ... | reinvestment | 27.5400 | +16.84% | - | |
| Morgan Stanley Investment Funds ... | reinvestment | 29.2700 | +19.32% | - | |
| Morgan Stanley Investment Funds ... | reinvestment | 31.9200 | +22.49% | - | |
| Morgan Stanley Investment Funds ... | reinvestment | 30.4100 | +21.40% | - | |
| Calvert Sust.US Eq.S.Fd.A USD | reinvestment | 27.8500 | +22.47% | - | |
| Calvert Sust.US Eq.S.Fd.AH EUR | reinvestment | 28.1600 | +18.07% | - | |
| Morgan Stanley Investment Funds ... | reinvestment | 30.3600 | +21.34% | - |
Performance
| YTD | +15.32% | ||
|---|---|---|---|
| 6 Months | +15.23% | ||
| 1 Year | +22.49% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +27.12% | ||
| Year | |||
| 2023 | +18.09% | ||
