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Morgan Stanley Investment Funds Global Opportunity Fund I/  LU0834154790  /

Fonds
NAV16.05.2024 Diff.+2,0700 Ertragstyp Ausrichtung Fondsgesellschaft
133,8900USD +1,57% thesaurierend Aktien weltweit MSIM Fund M. (IE) ▶
 

Monatliche Performance

  Jan Feb Mrz Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2012 - - - - - - - - - - 1,96 0,92 -
2013 5,90 -3,44 0,70 -0,31 3,78 -2,86 8,96 0,84 8,08 5,51 3,73 3,86 +39,68%
2014 -1,45 7,45 -4,04 -5,61 6,38 3,50 1,72 3,59 -3,34 1,66 1,48 -2,35 +8,36%
2015 1,94 5,54 -0,39 4,57 0,91 1,13 2,47 -6,50 -3,37 11,93 1,46 -0,46 +19,70%
2016 -6,82 -3,14 6,27 1,37 2,72 -2,95 6,41 -0,06 1,72 -0,04 -3,07 -1,16 +0,39%
2017 5,68 4,45 4,65 4,77 4,66 0,21 6,88 1,40 1,49 2,87 1,06 3,20 +49,77%
2018 8,37 -1,21 -3,38 3,92 5,73 -1,15 -1,60 1,74 -1,50 -11,00 0,75 -5,91 -6,53%
2019 10,34 3,75 3,63 5,85 -5,26 6,14 0,68 -1,68 -2,14 3,59 5,04 2,23 +36,07%
2020 3,02 -8,10 -6,27 13,20 7,29 7,48 7,75 10,92 0,26 -2,94 11,36 3,58 +55,39%
2021 -1,15 2,63 -3,13 7,07 -1,94 3,56 -2,69 1,87 -4,40 4,12 -3,00 -1,40 +0,84%
2022 -13,72 -5,44 -1,92 -12,52 -8,63 -11,40 12,42 0,15 -12,22 2,23 6,05 -4,38 -41,94%
2023 15,52 -1,21 5,45 0,07 4,98 6,80 4,76 -2,93 -5,30 -4,12 15,19 5,57 +51,61%
2024 2,32 6,44 2,96 -3,92 2,98 - - - - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 19,09% 17,32% 18,41% 27,98% 26,08%
Sharpe Ratio 1,50 2,38 1,64 -0,13 0,28
Bester Monat +6,44% +15,19% +15,19% +15,52% +15,52%
Schlechtester Monat -3,92% -3,92% -5,30% -13,72% -13,72%
Maximaler Verlust -6,75% -6,75% -14,34% -51,24% -51,89%
Outperformance -10,26% - -9,53% +48,97% +135,45%
 
Alle Kurse in USD

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
Morgan Stanley Investment Funds ... thesaurierend 111,0400 +31,55% -
Morgan Stanley Investment Funds ... thesaurierend 88,2900 +28,67% -
MSIF Global Opportunity IH EUR thesaurierend 30,9400 +31,32% -7,42%
MSIF Global Opportunity I GBP thesaurierend 26,1700 +32,64% -
MSIF Global Opportunity ZH SEK thesaurierend 589,8000 +30,85% -
MSIF Global Opportunity IH1 AUD thesaurierend 31,5800 +32,30% -3,51%
Morgan Stanley Investment Funds ... thesaurierend 33,0100 +31,30% -
Morgan Stanley Investment Funds ... thesaurierend 143,7700 +34,18% +0,48%
MSIF Global Opportunity ZH EUR thesaurierend 59,9400 +31,22% -7,31%
MSIF Global Opportunity Z EUR thesaurierend 26,6400 +34,41% -
Morgan Stanley Investment Funds ... thesaurierend 133,8900 +34,08% +0,25%
MSIF Global Opportunity A EUR thesaurierend 26,6900 +33,12% +9,21%
Morgan Stanley Investment Funds ... thesaurierend 127,0400 +32,87% -2,42%
Morgan Stanley Investment Funds ... thesaurierend 101,1200 +30,11% -9,88%

Performance

lfd. Jahr  
+10,96%
6 Monate  
+20,22%
1 Jahr  
+34,08%
3 Jahre  
+0,25%
5 Jahre  
+69,27%
10 Jahre  
+290,24%
seit Beginn  
+435,56%
Jahr
2023  
+51,61%
2022
  -41,94%
2021  
+0,84%
2020  
+55,39%
2019  
+36,07%
2018
  -6,53%
2017  
+49,77%
2016  
+0,39%
2015  
+19,70%