Morgan Stanley Investment Funds Indian Equity Fund A/ LU0266115632 /
| NAV23.05.2024 | Diff.+0,9000 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 67,0600USD | +1,36% | thesaurierend | Aktien Branchenmix | MSIM Fund M. (IE) ▶ |
Monatliche Performance
| Jan | Feb | Mrz | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2006 | - | - | - | - | - | - | - | - | - | - | - | -1,52 | - |
| 2007 | 3,05 | -8,12 | 2,36 | 11,23 | 7,35 | 2,25 | 3,33 | -2,29 | 12,07 | 15,90 | -0,05 | 6,08 | +64,50% |
| 2008 | -15,33 | -5,48 | -11,11 | 7,53 | -9,17 | -20,08 | 5,56 | -0,21 | -18,40 | -28,35 | -8,66 | 10,83 | -65,38% |
| 2009 | -3,64 | -10,88 | 9,72 | 19,76 | 29,33 | -0,20 | 7,44 | 0,32 | 9,50 | -0,71 | 9,07 | 3,18 | +92,08% |
| 2010 | -4,08 | 0,85 | 9,17 | 3,02 | -7,27 | 3,17 | 2,64 | 0,76 | 14,11 | 1,96 | -5,37 | 4,82 | +24,25% |
| 2011 | -13,33 | -4,45 | 11,04 | 0,10 | -4,25 | 1,36 | -1,07 | -11,80 | -8,24 | 6,35 | -12,50 | -7,54 | -38,46% |
| 2012 | 16,66 | 5,33 | -3,08 | -4,89 | -11,88 | 6,76 | 0,73 | 1,63 | 11,89 | -1,23 | 5,36 | 1,38 | +28,75% |
| 2013 | 3,58 | -5,61 | -1,08 | 3,74 | -2,26 | -7,81 | -4,55 | -12,46 | 9,59 | 9,25 | -1,54 | 3,52 | -7,81% |
| 2014 | -4,05 | 4,18 | 8,51 | -1,66 | 7,29 | 5,97 | 2,43 | 4,71 | 2,23 | 5,35 | 2,98 | -0,79 | +43,13% |
| 2015 | 6,95 | 0,40 | 0,48 | -6,60 | 4,03 | 0,00 | 4,12 | -7,83 | 1,79 | -0,78 | -1,97 | -0,80 | -1,20% |
| 2016 | -6,83 | -7,61 | 14,49 | 1,50 | 3,36 | 1,20 | 6,22 | 2,16 | -0,59 | 1,33 | -10,35 | -0,62 | +1,91% |
| 2017 | 6,70 | 6,04 | 6,60 | 3,27 | 1,00 | -0,47 | 6,35 | -0,09 | -1,30 | 3,89 | 0,31 | 2,70 | +40,55% |
| 2018 | -0,16 | -5,44 | -2,63 | 0,53 | -4,18 | -4,52 | 3,66 | -1,15 | -12,83 | -5,70 | 10,30 | 0,62 | -20,97% |
| 2019 | -7,69 | -1,33 | 11,79 | -2,03 | 3,25 | -0,70 | -6,97 | -3,25 | 3,53 | 3,92 | 0,72 | 1,28 | +1,02% |
| 2020 | 2,10 | -7,24 | -31,12 | 14,24 | -2,17 | 7,01 | 8,82 | 4,29 | 0,23 | 0,29 | 12,99 | 7,20 | +7,79% |
| 2021 | 0,96 | 5,00 | 0,38 | 0,33 | 7,72 | -0,18 | 2,99 | 8,84 | 0,51 | 0,69 | -2,61 | 3,50 | +31,24% |
| 2022 | -1,00 | -5,51 | 2,31 | -2,93 | -4,56 | -6,90 | 10,53 | 3,53 | -6,17 | 2,18 | 3,58 | -4,82 | -10,73% |
| 2023 | -1,70 | -1,85 | -1,02 | 2,87 | 2,84 | 6,05 | 3,20 | 0,36 | 1,23 | -3,30 | 4,93 | 5,43 | +20,16% |
| 2024 | 2,87 | 1,52 | 1,20 | 3,33 | 2,40 | - | - | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 11,61% | 11,33% | 10,19% | 14,94% | 20,18% |
| Sharpe Ratio | 2,54 | 3,51 | 3,03 | 0,56 | 0,38 |
| Bester Monat | +5,43% | +5,43% | +6,05% | +10,53% | +14,24% |
| Schlechtester Monat | +1,20% | +1,20% | -3,30% | -6,90% | -31,12% |
| Maximaler Verlust | -3,83% | -3,83% | -5,15% | -22,91% | -43,45% |
| Outperformance | +2,61% | - | +3,02% | -8,49% | -19,27% |
Alle Kurse in USD
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| Morgan Stanley Investment Funds ... | thesaurierend | 56,2800 | +33,30% | - | |
| Morgan Stanley Investment Funds ... | thesaurierend | 80,2600 | +35,96% | +45,03% | |
| Morgan Stanley Investment Funds ... | thesaurierend | 77,5100 | +35,86% | +44,72% | |
| Morgan Stanley Investment Funds ... | thesaurierend | 67,0600 | +34,66% | +40,85% |
Performance
| lfd. Jahr | +11,82% | ||
|---|---|---|---|
| 6 Monate | +19,66% | ||
| 1 Jahr | +34,66% | ||
| 3 Jahre | +40,85% | ||
| 5 Jahre | +72,79% | ||
| 10 Jahre | +134,72% | ||
| seit Beginn | +168,24% | ||
| Jahr | |||
| 2023 | +20,16% | ||
| 2022 | -10,73% | ||
| 2021 | +31,24% | ||
| 2020 | +7,79% | ||
| 2019 | +1,02% | ||
| 2018 | -20,97% | ||
| 2017 | +40,55% | ||
| 2016 | +1,91% | ||
| 2015 | -1,20% | ||
