Morgan Stanley Investment Funds Global Opportunity Fund A/  LU0552385295  /

Fonds
NAV30/10/2024 Diferencia0.0000 Tipo de beneficio Enfoque de la inversión Sociedad de fondos
143.6200USD 0.00% reinvestment Equity Worldwide MSIM Fund M. (IE) 
 

Rendimiento mensual

  ene. feb. mar. abr. may. jun. jul. ago. sep. oct. nov. dic. Total
2010 - - - - - - - - - - - 3.92 -
2011 -1.04 3.89 1.80 8.05 -2.93 -1.96 1.75 -5.45 -14.20 14.17 -4.90 -3.03 -6.47%
2012 7.28 6.25 0.40 -0.40 -10.11 2.29 -2.63 1.05 3.99 -0.96 1.90 0.84 +9.14%
2013 5.81 -3.49 0.66 -0.40 3.72 -2.91 8.89 0.77 8.00 5.43 3.69 3.78 +38.61%
2014 -1.52 7.40 -4.12 -5.69 6.31 3.40 1.66 3.51 -3.42 1.58 1.40 -2.42 +7.40%
2015 1.85 5.50 -0.47 4.48 0.82 1.06 2.40 -6.56 -3.44 11.83 1.40 -0.53 +18.62%
2016 -6.90 -3.23 6.19 1.29 2.64 -3.03 6.33 -0.17 1.65 -0.10 -3.14 -1.25 -0.56%
2017 5.60 4.37 4.58 4.69 4.57 0.14 6.80 1.30 1.43 2.79 0.98 3.13 +48.44%
2018 8.29 -1.28 -3.45 3.84 5.64 -1.21 -1.68 1.66 -1.57 -11.07 0.68 -5.98 -7.36%
2019 10.24 3.67 3.57 5.77 -5.34 6.06 0.61 -1.75 -2.21 3.51 4.97 2.14 +34.82%
2020 2.95 -8.17 -6.35 13.12 7.23 7.39 7.66 10.84 0.18 -3.02 11.29 3.49 +54.01%
2021 -1.21 2.55 -3.21 6.99 -2.01 3.49 -2.76 1.80 -4.47 4.04 -3.08 -1.48 -0.06%
2022 -13.79 -5.50 -2.00 -12.59 -8.69 -11.48 12.34 0.07 -12.29 2.15 5.99 -4.46 -42.46%
2023 15.43 -1.28 5.37 0.00 4.89 6.72 4.68 -2.99 -5.38 -4.19 15.10 5.50 +50.26%
2024 2.24 6.37 2.89 -4.00 -1.77 4.96 -3.19 6.32 6.15 3.32 - - -

Valores estimados

  Año hasta la fecha 6 Meses Promedio móvil 3 Años 5 Años
Volatilidad 17.36% 16.14% 17.34% 28.03% 26.11%
Índice de Sharpe 1.61 2.00 2.89 -0.08 0.35
El mes mejor +6.37% +6.32% +15.10% +15.43% +15.43%
El mes peor -4.00% -4.00% -4.19% -13.79% -13.79%
Pérdida máxima -10.59% -9.59% -10.59% -51.64% -52.60%
Rendimiento superior +43.85% - +47.81% +68.63% +127.47%
 
Todas las cotizaciones en USD

Tramos

Nombre   Tipo de beneficio Prec. de rescate Promedio móvil 3 Años
MSIF Global Opportunity IH EUR reinvestment 34.8300 +51.63% -2.87%
MSIF Global Opportunity ZH SEK reinvestment 663.1300 +51.13% -4.69%
Morgan Stanley Investment Funds ... reinvestment 37.5000 +51.03% -
Morgan Stanley Investment Funds ... reinvestment 124.9700 +51.59% -
Morgan Stanley Investment Funds ... reinvestment 98.5400 +48.58% -
MSIF Global Opportunity I GBP reinvestment 28.9200 +44.38% -
MSIF Global Opportunity IH1 AUD reinvestment 35.6600 +52.07% +0.71%
Morgan Stanley Investment Funds ... reinvestment 163.2700 +54.63% +5.83%
MSIF Global Opportunity ZH EUR reinvestment 67.5200 +51.56% -2.72%
MSIF Global Opportunity Z EUR reinvestment 30.2800 +51.17% -
Morgan Stanley Investment Funds ... reinvestment 143.6200 +53.11% +2.76%
Morgan Stanley Investment Funds ... reinvestment 151.9800 +54.50% +5.56%
MSIF Global Opportunity A EUR reinvestment 30.1900 +49.68% +9.78%
Morgan Stanley Investment Funds ... reinvestment 113.4400 +50.33% -5.40%

Performance

Año hasta la fecha  
+25.01%
6 Meses  
+16.38%
Promedio móvil  
+53.11%
3 Años  
+2.76%
5 Años  
+78.68%
10 Años  
+267.22%
Desde el principio  
+474.48%
Año
2023  
+50.26%
2022
  -42.46%
2021
  -0.06%
2020  
+54.01%
2019  
+34.82%
2018
  -7.36%
2017  
+48.44%
2016
  -0.56%
2015  
+18.62%