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Morgan Stanley Investment Funds Global Balanced Risk Control Fund of Funds A (USD)/  LU2473713621  /

Fonds
NAV6/19/2024 Chg.+0.0300 Type of yield Investment Focus Investment company
27.0700USD +0.11% reinvestment Mixed Fund Worldwide MSIM Fund M. (IE) ▶
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2022 - - - - - -5.64 0.85 -3.03 -5.07 -0.18 6.54 1.37 -
2023 4.70 -3.08 2.13 1.02 -2.67 4.45 3.14 -3.63 -4.37 -3.10 7.48 4.87 +10.51%
2024 -0.50 1.77 2.31 -2.59 1.82 1.01 - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 8.64% 8.46% 10.01% -% -%
Sharpe ratio 0.54 0.77 0.37 - -
Best month +4.87% +4.87% +7.48% +7.48% -
Worst month -2.59% -2.59% -4.37% -5.64% -
Maximum loss -4.47% -4.47% -11.79% - -
Outperformance - - - - -
 
All quotes in USD

Share classes

Name   Type of yield Repurchase p. 1 Year 3 Years
Morgan Stanley Investment Funds ... reinvestment 35.9500 +8.09% -
Morgan Stanley Investment Funds ... reinvestment 27.0700 +7.42% -
Morgan Stanley Investment Funds ... reinvestment 45.8000 +10.60% +2.03%
MSIF Gl.Balanc.Risk Control F.o.... reinvestment 31.2500 +12.01% +5.65%
MSIF Gl.Balanc.Risk Control F.o.... reinvestment 37.1600 +10.99% +3.45%
MSIF Gl.Balanc.Risk Control F.o.... reinvestment 29.7500 +10.55% +1.92%
Morgan Stanley Investment Funds ... reinvestment 40.7500 +9.16% -1.83%

Performance

YTD  
+3.80%
6 Months  
+4.96%
1 Year  
+7.42%
3 Years     -
5 Years     -
10 Years     -
Since start  
+9.68%
Year
2023  
+10.51%