Morgan Stanley Investment Funds Global Balanced Risk Control Fund of Funds Z/ LU0706093803 /
| NAV20.09.2024 | Diff.+0,0200 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 47,1700EUR | +0,04% | thesaurierend | Mischfonds weltweit | MSIM Fund M. (IE) ▶ |
Monatliche Performance
| Jan | Feb | Mrz | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2013 | - | - | - | - | 0,90 | -2,31 | 1,41 | -0,80 | 2,52 | 1,13 | 1,08 | 0,97 | - |
| 2014 | -2,02 | 2,84 | -1,41 | -1,03 | 3,50 | 1,30 | 1,35 | 1,77 | 0,50 | 1,42 | 1,83 | -0,96 | +9,30% |
| 2015 | 4,06 | 3,03 | 2,01 | 0,17 | 0,30 | -2,12 | 0,45 | -2,38 | -1,09 | 1,68 | 0,94 | -1,64 | +5,30% |
| 2016 | -0,81 | -2,00 | 2,45 | 0,75 | 1,29 | -0,85 | 3,02 | 0,58 | -0,11 | 0,39 | -0,22 | 1,27 | +5,81% |
| 2017 | 0,87 | 2,26 | 0,82 | 0,81 | 0,26 | -0,96 | 0,44 | -0,31 | 0,76 | 2,10 | -0,56 | 0,05 | +6,68% |
| 2018 | 0,87 | -0,48 | -2,69 | 2,06 | 1,33 | -1,03 | 0,03 | 0,20 | -0,13 | -2,34 | -0,13 | -2,17 | -4,51% |
| 2019 | 2,64 | 1,95 | 1,40 | 1,73 | -1,66 | 1,26 | 1,19 | -0,74 | -0,22 | -0,40 | 1,04 | 0,34 | +8,80% |
| 2020 | 1,27 | -3,75 | -6,14 | 4,66 | 1,84 | 1,66 | 1,31 | 1,46 | 0,07 | -0,26 | 3,76 | 1,58 | +7,21% |
| 2021 | 0,30 | 0,59 | 0,02 | 0,97 | -0,27 | 2,00 | 0,02 | 0,86 | -0,92 | 0,84 | 0,00 | -0,20 | +4,28% |
| 2022 | -4,28 | -1,99 | -1,03 | -0,87 | -1,60 | -2,86 | 3,49 | -1,42 | -3,66 | -0,23 | 1,53 | -1,40 | -13,64% |
| 2023 | 3,30 | -1,06 | -0,15 | 0,15 | 0,35 | 2,23 | 2,13 | -1,80 | -1,84 | -3,22 | 4,60 | 3,43 | +8,08% |
| 2024 | 1,32 | 2,37 | 2,74 | -1,65 | 0,43 | 2,66 | 0,35 | 1,39 | 0,83 | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 6,06% | 6,47% | 6,47% | 5,92% | 6,00% |
| Sharpe Ratio | 1,97 | 1,20 | 1,68 | -0,38 | -0,06 |
| Bester Monat | +3,43% | +2,74% | +4,60% | +4,60% | +4,66% |
| Schlechtester Monat | -1,65% | -1,65% | -3,22% | -4,28% | -6,14% |
| Maximaler Verlust | -3,53% | -3,53% | -5,28% | -16,62% | -16,62% |
| Outperformance | -2,69% | - | -3,11% | +4,90% | +10,72% |
Alle Kurse in EUR
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| Morgan Stanley Investment Funds ... | thesaurierend | 36,8100 | +11,75% | - | |
| Morgan Stanley Investment Funds ... | thesaurierend | 28,8400 | +17,43% | - | |
| Morgan Stanley Investment Funds ... | thesaurierend | 47,1700 | +14,35% | +3,65% | |
| MSIF Gl.Balanc.Risk Control F.o.... | thesaurierend | 32,3000 | +15,73% | +7,56% | |
| Morgan Stanley Investment Funds ... | thesaurierend | 41,8300 | +12,87% | -0,29% | |
| MSIF Gl.Balanc.Risk Control F.o.... | thesaurierend | 38,3200 | +14,76% | +5,36% | |
| MSIF Gl.Balanc.Risk Control F.o.... | thesaurierend | 30,6300 | +14,29% | +3,51% |
Performance
| lfd. Jahr | +10,83% | ||
|---|---|---|---|
| 6 Monate | +5,50% | ||
| 1 Jahr | +14,35% | ||
| 3 Jahre | +3,65% | ||
| 5 Jahre | +16,58% | ||
| 10 Jahre | +45,68% | ||
| seit Beginn | +65,16% | ||
| Jahr | |||
| 2023 | +8,08% | ||
| 2022 | -13,64% | ||
| 2021 | +4,28% | ||
| 2020 | +7,21% | ||
| 2019 | +8,80% | ||
| 2018 | -4,51% | ||
| 2017 | +6,68% | ||
| 2016 | +5,81% | ||
| 2015 | +5,30% | ||
