Morgan Stanley Investment Funds European Property Fund - Z/ LU0360481740 /
| NAV21.05.2024 | Diff.-0,4700 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 41,0900EUR | -1,13% | thesaurierend | Immobilien Europa | MSIM Fund M. (IE) ▶ |
Monatliche Performance
| Jan | Feb | Mrz | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2008 | - | - | - | - | - | - | 0,40 | 1,51 | -9,34 | -24,72 | -16,96 | 3,88 | - |
| 2009 | -5,87 | -11,54 | -5,28 | 26,04 | 5,63 | -0,57 | 10,47 | 16,71 | 3,07 | 1,39 | -3,08 | 3,77 | +41,47% |
| 2010 | -0,75 | -0,81 | 6,27 | -2,88 | -5,89 | 2,42 | 5,63 | -0,96 | 7,59 | 2,69 | -6,91 | 7,42 | +13,20% |
| 2011 | 0,33 | 4,65 | 0,04 | 2,73 | 4,32 | -2,81 | -2,21 | -9,92 | -8,81 | 6,54 | -6,63 | 1,52 | -11,24% |
| 2012 | 5,30 | 2,23 | 3,88 | -0,55 | -1,90 | 2,88 | 7,06 | 1,13 | 0,46 | 3,80 | 1,55 | 0,73 | +29,64% |
| 2013 | -1,95 | 2,03 | 0,90 | 4,91 | 2,25 | -7,18 | 4,43 | -2,52 | 3,36 | 3,93 | 0,23 | -0,43 | +9,70% |
| 2014 | 1,78 | 6,68 | -1,94 | 3,07 | 4,03 | 1,01 | 0,89 | 1,79 | -1,87 | 1,99 | 4,29 | 1,25 | +25,13% |
| 2015 | 13,60 | 4,27 | 0,62 | -1,24 | 0,49 | -4,86 | 6,39 | -4,01 | -0,11 | 8,01 | -1,23 | -3,79 | +17,84% |
| 2016 | -5,46 | -4,28 | 5,83 | 1,61 | 3,49 | -9,35 | 6,27 | 0,85 | -2,42 | -6,82 | -0,43 | 6,24 | -5,88% |
| 2017 | -3,90 | 4,18 | -0,21 | 5,02 | 1,00 | -2,18 | -0,41 | -0,16 | 1,01 | 0,53 | 0,30 | 5,57 | +10,81% |
| 2018 | -0,28 | -5,53 | 2,66 | 3,79 | -0,60 | 0,62 | 0,83 | -0,78 | -2,82 | -2,81 | -1,92 | -5,69 | -12,25% |
| 2019 | 10,26 | -0,38 | 3,11 | 0,78 | -2,83 | -1,63 | -0,13 | 1,26 | 7,71 | 4,36 | 1,54 | 2,93 | +29,62% |
| 2020 | -1,00 | -9,03 | -27,93 | 8,10 | -1,50 | -0,14 | -0,16 | -0,05 | -6,32 | -4,97 | 25,86 | 2,66 | -20,78% |
| 2021 | -2,36 | 1,61 | 4,10 | 5,88 | 5,27 | -0,50 | 5,61 | 0,28 | -7,53 | 2,80 | -1,84 | 1,89 | +15,33% |
| 2022 | 2,15 | -3,92 | 1,85 | -4,36 | -4,75 | -14,25 | 11,05 | -9,14 | -16,50 | 5,49 | 3,09 | -1,10 | -29,24% |
| 2023 | 7,99 | -1,89 | -9,14 | 5,24 | -5,76 | -0,43 | 8,77 | -0,96 | -3,27 | -4,24 | 12,88 | 9,20 | +16,94% |
| 2024 | -2,27 | -8,14 | 10,58 | -1,31 | 4,58 | - | - | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 17,06% | 18,10% | 21,05% | 22,09% | 24,33% |
| Sharpe Ratio | 0,16 | 1,54 | 0,97 | -0,36 | -0,26 |
| Bester Monat | +10,58% | +12,88% | +12,88% | +12,88% | +25,86% |
| Schlechtester Monat | -8,14% | -8,14% | -8,14% | -16,50% | -27,93% |
| Maximaler Verlust | -10,02% | -10,87% | -12,45% | -43,22% | -45,51% |
| Outperformance | +0,56% | - | +9,46% | -2,12% | +6,86% |
Alle Kurse in EUR
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| Morgan Stanley Investment Funds ... | thesaurierend | 41,0900 | +24,18% | -12,18% | |
| Morgan Stanley Investment Funds ... | thesaurierend | 36,7100 | +24,10% | -12,37% | |
| Morgan Stanley Investment Funds ... | thesaurierend | 23,6100 | +22,02% | - | |
| Morgan Stanley Investment Funds ... | thesaurierend | 30,5900 | +23,25% | -14,17% |
Performance
| lfd. Jahr | +2,47% | ||
|---|---|---|---|
| 6 Monate | +14,62% | ||
| 1 Jahr | +24,18% | ||
| 3 Jahre | -12,18% | ||
| 5 Jahre | -11,46% | ||
| 10 Jahre | +21,25% | ||
| seit Beginn | +64,36% | ||
| Jahr | |||
| 2023 | +16,94% | ||
| 2022 | -29,24% | ||
| 2021 | +15,33% | ||
| 2020 | -20,78% | ||
| 2019 | +29,62% | ||
| 2018 | -12,25% | ||
| 2017 | +10,81% | ||
| 2016 | -5,88% | ||
| 2015 | +17,84% | ||
