Morgan Stanley Investment Funds US Growth Fund - AX/ LU0239688517 /
| NAV6/17/2025 | Chg.+0.3800 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 241.0900USD | +0.16% | paying dividend | Equity Mixed Sectors | MSIM Fund M. (IE) ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2006 | - | - | -0.46 | 0.99 | -6.09 | 1.34 | -4.92 | 2.67 | 2.41 | 4.76 | 2.76 | -0.63 | - |
| 2007 | 2.44 | -1.59 | 1.94 | 5.12 | 3.26 | -2.72 | -0.03 | -2.02 | 11.63 | 5.88 | -4.17 | -0.37 | +19.94% |
| 2008 | -11.46 | 1.22 | -2.01 | 9.57 | 2.48 | -8.65 | -5.01 | -0.94 | -19.88 | -17.50 | -13.16 | 0.21 | -51.25% |
| 2009 | 0.87 | -5.46 | 8.36 | 18.07 | 2.11 | 0.87 | 8.84 | 2.22 | 5.78 | 1.50 | 2.67 | 5.77 | +63.01% |
| 2010 | -3.85 | -0.46 | 8.47 | 3.83 | -8.05 | -4.49 | 4.77 | -2.13 | 12.16 | 4.46 | 2.39 | 2.22 | +19.03% |
| 2011 | 1.33 | 3.74 | 1.36 | 4.23 | -1.69 | -1.00 | 2.38 | -4.86 | -10.88 | 10.60 | -5.70 | -1.98 | -4.08% |
| 2012 | 8.10 | 6.80 | 4.69 | -2.33 | -10.63 | 2.62 | -1.05 | 0.23 | 4.56 | -3.79 | 4.25 | -0.81 | +11.69% |
| 2013 | 5.57 | -0.66 | 2.24 | 1.98 | 5.14 | -2.04 | 8.26 | 0.75 | 6.95 | 3.52 | 2.71 | 4.77 | +46.35% |
| 2014 | 0.54 | 6.78 | -7.21 | -6.18 | 5.83 | 4.05 | 0.07 | 3.99 | -2.51 | 2.40 | 1.49 | -2.12 | +6.19% |
| 2015 | 0.10 | 8.07 | -2.44 | 1.89 | -0.25 | -1.17 | 6.11 | -6.26 | -6.51 | 8.68 | 3.37 | -0.19 | +10.53% |
| 2016 | -11.84 | -0.03 | 6.44 | -0.20 | 2.42 | -1.56 | 7.04 | 0.77 | 2.39 | -2.81 | -1.64 | -2.80 | -3.14% |
| 2017 | 9.34 | 2.54 | 2.88 | 4.05 | 6.10 | -0.54 | 3.52 | 1.94 | -1.55 | 5.98 | 1.37 | 1.19 | +43.05% |
| 2018 | 9.85 | 1.56 | -4.42 | 2.90 | 6.20 | 1.68 | -1.50 | 9.53 | -0.70 | -10.79 | 0.34 | -7.77 | +4.78% |
| 2019 | 12.30 | 4.59 | 0.93 | 4.81 | -3.91 | 5.84 | 2.26 | -4.57 | -8.51 | 0.69 | 8.82 | -1.78 | +21.42% |
| 2020 | 8.14 | -4.93 | -5.03 | 21.23 | 15.51 | 11.57 | 11.29 | 6.34 | 3.03 | -4.26 | 18.27 | 2.32 | +115.52% |
| 2021 | 1.16 | 3.15 | -7.24 | 7.34 | -3.91 | 13.23 | -0.01 | 1.32 | -6.72 | 6.89 | 1.10 | -12.39 | +1.12% |
| 2022 | -25.38 | 0.75 | -2.16 | -17.27 | -22.19 | -10.45 | 13.66 | 5.19 | -11.61 | 0.92 | -6.44 | -6.85 | -60.59% |
| 2023 | 15.70 | -1.76 | 1.16 | -5.27 | 11.15 | 9.56 | 7.21 | -8.44 | -4.50 | -10.61 | 17.44 | 13.53 | +48.19% |
| 2024 | -5.95 | 10.28 | 2.26 | -8.21 | -4.29 | 6.12 | -0.19 | 6.15 | 6.09 | 6.19 | 22.34 | -2.98 | +40.10% |
| 2025 | 10.17 | -10.36 | -12.77 | 7.74 | 15.83 | 2.80 | - | - | - | - | - | - | - |
Single months: Dividends not considered
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 40.10% | 39.68% | 33.21% | 36.82% | 39.58% |
| Sharpe ratio | 0.55 | 0.03 | 1.86 | 0.76 | 0.10 |
| Best month | +15.83% | +15.83% | +22.34% | +22.34% | +22.34% |
| Worst month | -12.77% | -12.77% | -12.77% | -12.77% | -25.38% |
| Maximum loss | -32.62% | -32.62% | -32.62% | -37.49% | -69.37% |
| Outperformance | -3.57% | - | +16.98% | +111.08% | - |
All quotes in USD
Share classes
| Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
|---|---|---|---|---|---|
| Morgan Stanley Investment Funds ... | paying dividend | 90.3800 | - | - | |
| Morgan Stanley Investment Funds ... | reinvestment | 50.6000 | - | - | |
| Morgan Stanley Investment Funds ... | reinvestment | 43.3800 | - | - | |
| Morgan Stanley Investment Funds ... | paying dividend | 54.8100 | - | - | |
| Morgan Stanley Investment Funds ... | reinvestment | 33.0600 | - | - | |
| Morgan Stanley Investment Funds ... | reinvestment | 182.5800 | +62.19% | - | |
| Morgan Stanley Investment Funds ... | reinvestment | 115.1100 | +59.19% | - | |
| Morgan Stanley Investment Funds ... | reinvestment | 45.9300 | +53.00% | - | |
| Morgan Stanley Investment Funds ... | paying dividend | 33.8500 | - | - | |
| Morgan Stanley Investment Funds ... | reinvestment | 113.0800 | - | - | |
| Morgan Stanley Investment Funds ... | reinvestment | 148.7300 | +62.10% | +105.48% | |
| Morgan Stanley Investment Funds ... | paying dividend | 51.3100 | - | - | |
| Morgan Stanley Investment Funds ... | reinvestment | 295.3000 | +65.06% | +123.85% | |
| Morgan Stanley Investment Funds ... | reinvestment | 108.6400 | +64.96% | +123.54% | |
| Morgan Stanley Investment Funds ... | reinvestment | 241.0900 | +63.82% | +118.87% | |
| Morgan Stanley Investment Funds ... | reinvestment | 132.5600 | +60.78% | +100.64% | |
| Morgan Stanley Investment Funds ... | paying dividend | 241.0900 | +63.82% | +118.87% | |
| Morgan Stanley Investment Funds ... | reinvestment | 41.6300 | +61.86% | +104.77% | |
| Morgan Stanley Investment Funds ... | reinvestment | 22.9700 | +51.82% | +98.36% | |
| Morgan Stanley Investment Funds ... | paying dividend | 217.6500 | +54.45% | +102.09% | |
| Morgan Stanley Investment Funds ... | reinvestment | 134.8200 | +50.67% | - |
Performance
| YTD | +10.50% | ||
|---|---|---|---|
| 6 Months | +1.50% | ||
| 1 Year | +63.82% | ||
| 3 Years | +118.87% | ||
| 5 Years | +33.44% | ||
| 10 Years | +257.22% | ||
| Since start | +629.69% | ||
| Year | |||
| 2024 | +40.10% | ||
| 2023 | +48.19% | ||
| 2022 | -60.59% | ||
| 2021 | +1.12% | ||
| 2020 | +115.52% | ||
| 2019 | +21.42% | ||
| 2018 | +4.78% | ||
| 2017 | +43.05% | ||
| 2016 | -3.14% | ||
