Morgan Stanley Investment Funds US Advantage Fund ZX/ LU0360613169 /
| NAV6/20/2025 | Chg.+2.5200 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 152.4500USD | +1.68% | paying dividend | Equity Mixed Sectors | MSIM Fund M. (IE) ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | - | - | - | -7.80 | -4.49 | 4.56 | -0.05 | 4.16 | 5.18 | 3.93 | 17.52 | -1.32 | - |
| 2025 | 10.64 | -7.76 | -10.16 | 5.87 | 14.34 | 2.76 | - | - | - | - | - | - | - |
Single months: Dividends not considered
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 32.26% | 31.75% | 26.91% | -% | -% |
| Sharpe ratio | 0.94 | 0.86 | 1.91 | - | - |
| Best month | +14.34% | +14.34% | +17.52% | - | - |
| Worst month | -10.16% | -10.16% | -10.16% | - | - |
| Maximum loss | -25.68% | -25.68% | -25.68% | - | - |
| Outperformance | - | - | - | - | - |
All quotes in USD
Share classes
| Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
|---|---|---|---|---|---|
| Morgan Stanley Investment Funds ... | reinvestment | 67.9100 | +51.99% | +102.23% | |
| Morgan Stanley Investment Funds ... | paying dividend | 152.4500 | +53.39% | - | |
| Morgan Stanley Investment Funds ... | reinvestment | 43.3700 | +54.45% | - | |
| Morgan Stanley Investment Funds ... | reinvestment | 26.6600 | +42.80% | - | |
| Morgan Stanley Investment Funds ... | reinvestment | 37.2000 | +51.22% | - | |
| Morgan Stanley Investment Funds ... | paying dividend | 38.7800 | +52.02% | - | |
| Morgan Stanley Investment Funds ... | reinvestment | 30.3700 | +56.30% | - | |
| Morgan Stanley Investment Funds ... | reinvestment | 132.9900 | +50.63% | - | |
| Morgan Stanley Investment Funds ... | reinvestment | 139.0000 | +47.62% | - | |
| Morgan Stanley Investment Funds ... | reinvestment | 23.2700 | +41.63% | +89.80% | |
| Morgan Stanley Investment Funds ... | reinvestment | 41.9400 | +42.70% | - | |
| Morgan Stanley Investment Funds ... | reinvestment | 38.2200 | +47.74% | - | |
| Morgan Stanley Investment Funds ... | reinvestment | 39.5400 | +52.02% | - | |
| Morgan Stanley Investment Funds ... | reinvestment | 178.6600 | +53.40% | +112.39% | |
| Morgan Stanley Investment Funds ... | reinvestment | 165.4000 | +50.28% | +94.50% | |
| Morgan Stanley Investment Funds ... | reinvestment | 187.2400 | +53.27% | +111.88% | |
| Morgan Stanley Investment Funds ... | reinvestment | 92.8400 | +48.93% | +96.20% | |
| Morgan Stanley Investment Funds ... | reinvestment | 67.0900 | +50.09% | +93.96% | |
| Morgan Stanley Investment Funds ... | reinvestment | 141.6100 | +50.92% | - | |
| Morgan Stanley Investment Funds ... | reinvestment | 161.6300 | +52.12% | +107.16% |
Performance
| YTD | +14.05% | ||
|---|---|---|---|
| 6 Months | +13.73% | ||
| 1 Year | +53.39% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +42.92% | ||
| Year | |||
