Morgan Stanley Investment Funds Global Opportunity Fund I/ LU0834154790 /
NAV17.05.2024 | Diff.-0,4000 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
---|---|---|---|---|
133,4900USD | -0,30% | 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 | 2,68 | - | - | - | - | - | - | - | - |
Kennzahlen
lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
---|---|---|---|---|---|
Volatilität | 19,01% | 17,33% | 18,41% | 27,97% | 26,07% |
Sharpe Ratio | 1,44 | 2,27 | 1,66 | -0,14 | 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 | 110,7100 | +31,81% | - | |
Morgan Stanley Investment Funds ... | thesaurierend | 88,0200 | +28,93% | - | |
MSIF Global Opportunity IH EUR | thesaurierend | 30,8400 | +31,51% | -7,72% | |
MSIF Global Opportunity I GBP | thesaurierend | 26,0400 | +31,98% | - | |
MSIF Global Opportunity ZH SEK | thesaurierend | 588,0000 | +31,08% | - | |
MSIF Global Opportunity IH1 AUD | thesaurierend | 31,4800 | +32,38% | -3,82% | |
Morgan Stanley Investment Funds ... | thesaurierend | 32,9100 | +30,91% | - | |
Morgan Stanley Investment Funds ... | thesaurierend | 143,3500 | +34,45% | +0,18% | |
MSIF Global Opportunity ZH EUR | thesaurierend | 59,7500 | +31,46% | -7,61% | |
MSIF Global Opportunity Z EUR | thesaurierend | 26,5600 | +33,94% | - | |
Morgan Stanley Investment Funds ... | thesaurierend | 133,4900 | +34,34% | -0,04% | |
MSIF Global Opportunity A EUR | thesaurierend | 26,6100 | +32,65% | +8,88% | |
Morgan Stanley Investment Funds ... | thesaurierend | 126,6600 | +33,14% | -2,71% | |
Morgan Stanley Investment Funds ... | thesaurierend | 100,8000 | +30,35% | -10,17% |
Performance
lfd. Jahr | +10,62% | ||
---|---|---|---|
6 Monate | +19,50% | ||
1 Jahr | +34,34% | ||
3 Jahre | -0,04% | ||
5 Jahre | +69,23% | ||
10 Jahre | +287,94% | ||
seit Beginn | +433,96% | ||
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% |