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Morgan Stanley Investment Funds Global Brands Fund - ZH (EUR)/  LU0360483019  /

Fonds
NAV21.05.2024 Diff.+0,0200 Ertragstyp Ausrichtung Fondsgesellschaft
108,5600EUR +0,02% thesaurierend Aktien weltweit MSIM Fund M. (IE) ▶
 

Monatliche Performance

  Jän Feb Mär Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2013 - - - - - -3,48 2,96 -3,13 4,14 3,56 0,90 1,47 -
2014 -6,67 7,38 0,67 1,83 2,66 0,04 -0,97 0,96 -2,27 0,15 3,97 -1,83 +5,38%
2015 -0,45 3,52 -3,38 4,64 1,05 -2,53 5,35 -7,96 -0,09 10,06 -1,94 -1,53 +5,66%
2016 -1,82 -0,83 5,86 -0,09 1,87 -0,81 1,20 0,45 -0,48 -2,18 -1,63 2,07 +3,42%
2017 2,73 4,25 1,88 1,92 4,83 -1,17 0,74 -1,03 -0,25 2,66 2,46 2,43 +23,45%
2018 3,52 -4,15 -1,89 0,87 0,52 3,19 1,45 0,76 1,56 -5,89 2,41 -6,56 -4,76%
2019 3,44 5,58 4,13 2,32 -2,68 4,58 1,69 -0,52 -1,22 0,48 2,89 2,51 +25,41%
2020 2,75 -10,82 -5,71 8,91 3,03 1,42 6,37 3,90 -3,13 -5,64 7,83 3,09 +10,41%
2021 -1,43 -0,52 3,41 5,42 0,27 2,56 2,70 0,88 -2,57 3,98 -0,92 5,93 +21,10%
2022 -6,78 -2,58 1,00 -3,77 -2,52 -6,96 7,09 -4,29 -9,43 3,31 5,29 -0,91 -19,89%
2023 3,43 -2,95 4,86 2,68 -3,31 5,55 1,10 -0,18 -5,72 -2,77 7,67 3,46 +13,64%
2024 3,05 1,32 -0,04 -4,99 3,94 - - - - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 10,04% 9,60% 10,67% 15,61% 16,54%
Sharpe Ratio 0,44 1,23 0,46 -0,14 0,15
Bester Monat +3,94% +7,67% +7,67% +7,67% +8,91%
Schlechtester Monat -4,99% -4,99% -5,72% -9,43% -10,82%
Maximaler Verlust -7,17% -7,17% -10,99% -28,57% -29,85%
Outperformance +4,56% - -1,96% +14,22% +26,59%
 
Alle Kurse in EUR

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
Morgan Stanley Investment Funds ... thesaurierend 168,6100 +8,96% -
Morgan Stanley Investment Funds ... thesaurierend 89,2700 +6,81% -
MSIF Global Brands CH EUR thesaurierend 62,9900 +6,93% -
MSIF Global Brands A EUR thesaurierend 30,5300 +9,66% +23,30%
Morgan Stanley Investment Funds ... thesaurierend 28,2300 +11,67% -
Morgan Stanley Investment Funds ... thesaurierend 108,7700 +11,13% +12,84%
Morgan Stanley Investment Funds ... ausschüttend 143,7900 +11,12% +12,84%
Morgan Stanley Investment Funds ... thesaurierend 108,5600 +8,69% +5,23%
Morgan Stanley Investment Funds ... thesaurierend 79,4400 +10,38% +9,21%
MSIF Global Brands Z EUR thesaurierend 29,7700 +10,75% -
Morgan Stanley Investment Funds ... thesaurierend 252,1400 +11,04% +12,59%
MSIF Global Brands FH EUR thesaurierend 46,5700 +8,58% +4,82%
MSIF Global Brands FHX EUR ausschüttend 43,6800 +8,57% +4,92%
MSIF Global Brands FH CHF thesaurierend 44,4100 +6,32% +1,72%
Morgan Stanley Investment Funds ... thesaurierend 56,5100 +11,04% +12,55%
Morgan Stanley Investment Funds ... ausschüttend 66,6600 +7,81% +2,54%
Morgan Stanley Investment Funds ... ausschüttend 82,4600 +10,05% +9,78%
Morgan Stanley Investment Funds ... thesaurierend 50,2500 +8,60% +4,99%
MSIF Global Brands AH CHF thesaurierend 61,6700 +5,45% -0,63%
Morgan Stanley Investment Funds ... thesaurierend 109,8100 +7,87% +2,59%
Morgan Stanley Investment Funds ... thesaurierend 213,2200 +10,05% +9,79%

Performance

lfd. Jahr  
+3,08%
6 Monate  
+7,49%
1 Jahr  
+8,69%
3 Jahre  
+5,23%
5 Jahre  
+35,82%
10 Jahre  
+103,98%
seit Beginn  
+123,01%
Jahr
2023  
+13,64%
2022
  -19,89%
2021  
+21,10%
2020  
+10,41%
2019  
+25,41%
2018
  -4,76%
2017  
+23,45%
2016  
+3,42%
2015  
+5,66%