Morgan Stanley Investment Funds Global Brands Fund - Z/ LU0360482987 /
NAV14.06.2024 | Diff.-0,6800 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
---|---|---|---|---|
106,7800USD | -0,63% | thesaurierend | Aktien weltweit | MSIM Fund M. (IE) ▶ |
Monatliche Performance
Jan | Feb | Mrz | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2008 | - | - | - | - | - | - | 0,35 | 1,47 | -7,10 | -13,86 | -3,03 | 4,71 | - |
2009 | -5,70 | -9,54 | 3,37 | 12,16 | 5,45 | 1,20 | 8,47 | 1,92 | 3,23 | 3,99 | 0,38 | 3,87 | +30,60% |
2010 | -1,04 | 0,57 | 5,31 | -2,94 | -7,01 | 2,24 | 5,01 | -1,46 | 8,56 | 2,51 | -2,91 | 4,19 | +12,66% |
2011 | -1,56 | 5,06 | 1,13 | 6,73 | 2,36 | -2,49 | 1,21 | -2,11 | -5,54 | 7,23 | -3,53 | 1,19 | +9,14% |
2012 | 1,24 | 7,79 | 2,42 | 0,44 | -8,10 | 4,14 | 3,06 | 1,56 | 1,65 | -0,17 | 2,28 | -2,23 | +14,10% |
2013 | 6,02 | -1,05 | 4,16 | 2,93 | 0,13 | -3,42 | 2,99 | -3,08 | 4,23 | 3,61 | 0,95 | 1,50 | +20,13% |
2014 | -6,65 | 7,41 | 0,69 | 1,84 | 2,61 | 0,05 | -0,95 | 0,98 | -2,23 | 0,16 | 4,00 | -1,92 | +5,44% |
2015 | -0,47 | 3,53 | -3,13 | 4,65 | 1,06 | -2,48 | 5,39 | -8,31 | -0,11 | 10,09 | -1,87 | -1,49 | +5,75% |
2016 | -1,73 | -0,85 | 6,04 | 0,04 | 1,98 | -0,59 | 1,32 | 0,60 | -0,30 | -2,02 | -1,45 | 2,26 | +5,16% |
2017 | 2,90 | 4,35 | 2,06 | 2,11 | 4,96 | -0,98 | 0,92 | -0,86 | -0,05 | 2,81 | 2,61 | 2,76 | +26,06% |
2018 | 3,71 | -3,95 | -1,71 | 1,10 | 0,81 | 3,42 | 1,67 | 1,07 | 1,77 | -5,63 | 2,65 | -6,27 | -2,01% |
2019 | 3,71 | 5,84 | 4,41 | 2,61 | -2,40 | 4,86 | 1,96 | -0,32 | -0,95 | 0,73 | 3,08 | 2,80 | +29,32% |
2020 | 2,92 | -10,71 | -5,21 | 9,18 | 3,15 | 1,54 | 6,53 | 4,02 | -2,99 | -5,53 | 7,95 | 3,25 | +12,75% |
2021 | -1,36 | -0,43 | 3,53 | 5,53 | 0,35 | 2,64 | 2,77 | 0,94 | -2,49 | 4,07 | -0,87 | 6,09 | +22,35% |
2022 | -6,70 | -2,43 | 1,18 | -3,61 | -2,35 | -6,65 | 7,32 | -4,02 | -9,13 | 3,73 | 5,83 | -0,55 | -17,31% |
2023 | 3,71 | -2,81 | 5,14 | 2,85 | -3,11 | 5,77 | 1,31 | 0,05 | -5,54 | -2,62 | 7,92 | 3,66 | +16,53% |
2024 | 3,17 | 1,45 | 0,11 | -4,79 | 0,63 | 1,52 | - | - | - | - | - | - | - |
Kennzahlen
lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
---|---|---|---|---|---|
Volatilität | 10,35% | 10,26% | 10,59% | 15,64% | 16,54% |
Sharpe Ratio | 0,06 | 0,10 | 0,47 | -0,02 | 0,26 |
Bester Monat | +3,66% | +3,66% | +7,92% | +7,92% | +9,18% |
Schlechtester Monat | -4,79% | -4,79% | -5,54% | -9,13% | -10,71% |
Maximaler Verlust | -6,83% | -6,83% | -10,48% | -27,03% | -29,60% |
Outperformance | +9,26% | - | -1,62% | +22,06% | +38,23% |
Alle Kurse in USD
Tranchen
Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
---|---|---|---|---|---|
Morgan Stanley Investment Funds ... | thesaurierend | 165,3100 | +6,55% | - | |
Morgan Stanley Investment Funds ... | thesaurierend | 87,4200 | +4,49% | - | |
MSIF Global Brands CH EUR | thesaurierend | 61,7000 | +4,61% | - | |
MSIF Global Brands A EUR | thesaurierend | 30,4500 | +9,38% | +22,04% | |
Morgan Stanley Investment Funds ... | thesaurierend | 28,1700 | +10,38% | - | |
Morgan Stanley Investment Funds ... | thesaurierend | 106,7800 | +8,68% | +10,45% | |
Morgan Stanley Investment Funds ... | ausschüttend | 141,1700 | +8,69% | +10,45% | |
Morgan Stanley Investment Funds ... | thesaurierend | 106,4100 | +6,30% | +2,89% | |
Morgan Stanley Investment Funds ... | thesaurierend | 77,9600 | +8,02% | +6,84% | |
MSIF Global Brands Z EUR | thesaurierend | 29,7200 | +10,48% | - | |
Morgan Stanley Investment Funds ... | thesaurierend | 247,5200 | +8,60% | +10,19% | |
MSIF Global Brands FH EUR | thesaurierend | 45,6500 | +6,21% | +2,49% | |
MSIF Global Brands FHX EUR | ausschüttend | 42,8200 | +6,22% | +2,61% | |
MSIF Global Brands FH CHF | thesaurierend | 43,4900 | +4,04% | -0,64% | |
Morgan Stanley Investment Funds ... | thesaurierend | 55,4800 | +8,61% | +10,17% | |
Morgan Stanley Investment Funds ... | ausschüttend | 65,3300 | +5,49% | +0,28% | |
Morgan Stanley Investment Funds ... | ausschüttend | 80,9100 | +7,64% | +7,45% | |
Morgan Stanley Investment Funds ... | thesaurierend | 49,2500 | +6,23% | +2,65% | |
MSIF Global Brands AH CHF | thesaurierend | 60,3700 | +3,21% | -2,93% | |
Morgan Stanley Investment Funds ... | thesaurierend | 107,6200 | +5,55% | +0,34% | |
Morgan Stanley Investment Funds ... | thesaurierend | 209,1900 | +7,62% | +7,44% |
Performance
lfd. Jahr | +1,92% | ||
---|---|---|---|
6 Monate | +2,34% | ||
1 Jahr | +8,68% | ||
3 Jahre | +10,45% | ||
5 Jahre | +46,80% | ||
10 Jahre | +140,33% | ||
seit Beginn | +327,12% | ||
Jahr | |||
2023 | +16,53% | ||
2022 | -17,31% | ||
2021 | +22,35% | ||
2020 | +12,75% | ||
2019 | +29,32% | ||
2018 | -2,01% | ||
2017 | +26,06% | ||
2016 | +5,16% | ||
2015 | +5,75% |