Morgan Stanley Investment Funds Global Brands Fund - ZH (EUR)/ LU0360483019 /
| NAV14.06.2024 | Diff.-0.7100 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 106.4100EUR | -0.66% | thesaurierend | Aktien weltweit | MSIM Fund M. (IE) ▶ |
Monatliche Performance
| Jan | 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 | 0.46 | 1.42 | - | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 10.37% | 10.26% | 10.58% | 15.65% | 16.54% |
| Sharpe Ratio | -0.14 | -0.09 | 0.24 | -0.18 | 0.11 |
| Bester Monat | +3.46% | +3.46% | +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 | 165.3100 | +6.55% | - | |
| Morgan Stanley Investment Funds ... | thesaurierend | 87.4200 | +4.49% | - | |
| MSIF Global Brands CH EUR | thesaurierend | 61.7000 | +4.61% | - | |
| MSIF Global Brands A EUR | thesaurierend | 30.4500 | +9.38% | +22.04% | |
| Morgan Stanley Investment Funds ... | thesaurierend | 28.1700 | +10.38% | - | |
| Morgan Stanley Investment Funds ... | thesaurierend | 106.7800 | +8.68% | +10.45% | |
| Morgan Stanley Investment Funds ... | ausschüttend | 141.1700 | +8.69% | +10.45% | |
| Morgan Stanley Investment Funds ... | thesaurierend | 106.4100 | +6.30% | +2.89% | |
| Morgan Stanley Investment Funds ... | thesaurierend | 77.9600 | +8.02% | +6.84% | |
| MSIF Global Brands Z EUR | thesaurierend | 29.7200 | +10.48% | - | |
| Morgan Stanley Investment Funds ... | thesaurierend | 247.5200 | +8.60% | +10.19% | |
| MSIF Global Brands FH EUR | thesaurierend | 45.6500 | +6.21% | +2.49% | |
| MSIF Global Brands FHX EUR | ausschüttend | 42.8200 | +6.22% | +2.61% | |
| MSIF Global Brands FH CHF | thesaurierend | 43.4900 | +4.04% | -0.64% | |
| Morgan Stanley Investment Funds ... | thesaurierend | 55.4800 | +8.61% | +10.17% | |
| Morgan Stanley Investment Funds ... | ausschüttend | 65.3300 | +5.49% | +0.28% | |
| Morgan Stanley Investment Funds ... | ausschüttend | 80.9100 | +7.64% | +7.45% | |
| Morgan Stanley Investment Funds ... | thesaurierend | 49.2500 | +6.23% | +2.65% | |
| MSIF Global Brands AH CHF | thesaurierend | 60.3700 | +3.21% | -2.93% | |
| Morgan Stanley Investment Funds ... | thesaurierend | 107.6200 | +5.55% | +0.34% | |
| Morgan Stanley Investment Funds ... | thesaurierend | 209.1900 | +7.62% | +7.44% |
Performance
| lfd. Jahr | +1.03% | ||
|---|---|---|---|
| 6 Monate | +1.36% | ||
| 1 Jahr | +6.30% | ||
| 3 Jahre | +2.89% | ||
| 5 Jahre | +31.14% | ||
| 10 Jahre | +97.82% | ||
| seit Beginn | +118.59% | ||
| 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% | ||
