Morgan Stanley Investment Funds US Growth Fund - B/ LU0073232554 /
| NAV05.06.2024 | Diff.+1,0100 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 111,8000USD | +0,91% | thesaurierend | Aktien Branchenmix | MSIM Fund M. (IE) ▶ |
Monatliche Performance
| Jän | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1997 | - | - | - | - | - | - | 7,79 | -4,42 | 7,52 | -3,34 | 2,50 | 4,54 | - |
| 1998 | 1,82 | 9,07 | 4,34 | -2,75 | -1,94 | 2,99 | -2,80 | -17,51 | 4,19 | 7,73 | 5,25 | 7,40 | +15,76% |
| 1999 | 5,35 | -3,92 | 5,35 | 1,14 | -2,20 | 7,69 | -2,82 | 0,55 | 0,17 | 4,78 | 3,63 | 8,41 | +30,89% |
| 2000 | -2,23 | 2,43 | 8,68 | -4,86 | -4,21 | 5,40 | -2,06 | 7,03 | -7,51 | -2,15 | -12,17 | -1,66 | -14,32% |
| 2001 | 4,57 | -12,73 | -11,27 | 11,12 | 0,16 | -2,09 | -2,91 | -7,00 | -7,07 | 3,55 | 8,65 | -0,41 | -17,06% |
| 2002 | -2,55 | -3,71 | 2,83 | -6,82 | -1,80 | -7,69 | -8,37 | -0,28 | -9,85 | 9,29 | 4,04 | -7,49 | -29,38% |
| 2003 | -2,78 | -1,25 | 2,39 | 6,80 | 3,81 | 0,94 | 2,22 | 1,61 | -2,01 | 5,19 | 0,41 | 3,30 | +22,15% |
| 2004 | 2,00 | 0,35 | -1,79 | -0,99 | 1,12 | 0,44 | -6,64 | -0,85 | 2,69 | 1,58 | 4,79 | 3,28 | +5,63% |
| 2005 | -5,63 | 2,04 | -2,71 | -3,79 | 8,31 | 1,47 | 5,92 | -3,57 | 2,91 | 1,16 | 7,65 | -0,57 | +12,74% |
| 2006 | 2,18 | -1,94 | -0,54 | 0,87 | -6,17 | 1,28 | -5,02 | 2,59 | 2,31 | 4,68 | 2,69 | -0,72 | +1,64% |
| 2007 | 2,34 | -1,64 | 1,84 | 5,02 | 3,19 | -2,82 | -0,12 | 0,34 | 8,84 | 5,80 | -4,24 | -0,47 | +18,74% |
| 2008 | -11,53 | 1,13 | -2,08 | 9,45 | 2,41 | -8,74 | -5,09 | -1,01 | -19,97 | -17,57 | -13,21 | 0,12 | -51,74% |
| 2009 | 0,75 | -5,54 | 8,35 | 17,92 | 1,99 | 0,79 | 8,75 | 2,12 | 5,72 | 1,37 | 2,63 | 5,69 | +61,37% |
| 2010 | -3,92 | -0,56 | 8,36 | 3,76 | -8,10 | -4,59 | 4,70 | -2,21 | 12,02 | 4,39 | 2,28 | 2,17 | +17,84% |
| 2011 | 1,21 | 3,68 | 1,30 | 4,13 | -1,78 | -1,09 | 2,31 | -4,98 | -10,92 | 10,47 | -5,80 | -2,16 | -5,18% |
| 2012 | 8,14 | 6,73 | 4,59 | -2,43 | -10,71 | 2,55 | -1,15 | 0,18 | 4,45 | -3,89 | 4,17 | -0,89 | +10,70% |
| 2013 | 5,45 | -0,71 | 2,15 | 1,89 | 5,08 | -2,14 | 8,19 | 0,64 | 6,88 | 3,43 | 2,63 | 4,67 | +44,88% |
| 2014 | 0,46 | 6,70 | -7,30 | -6,25 | 5,73 | 3,98 | -0,04 | 3,91 | -2,58 | 2,31 | 1,41 | -2,20 | +5,14% |
| 2015 | 0,00 | 7,82 | -2,37 | 1,80 | -0,34 | -1,26 | 6,03 | -6,35 | -6,58 | 8,59 | 3,28 | -0,28 | +9,41% |
| 2016 | -11,91 | -0,12 | 6,35 | -0,28 | 2,34 | -1,65 | 6,95 | 0,67 | 2,31 | -2,89 | -1,71 | -2,89 | -4,10% |
| 2017 | 9,26 | 2,46 | 2,79 | 3,97 | 6,00 | -0,63 | 3,45 | 1,85 | -1,63 | 5,89 | 1,28 | 1,11 | +41,64% |
| 2018 | 9,75 | 1,49 | -4,50 | 2,80 | 6,11 | 1,60 | -1,59 | 9,42 | - | - | - | - | - |
| 2023 | - | - | -6,10 | -5,34 | 11,06 | 9,47 | 7,12 | -8,52 | -4,58 | -10,68 | 17,34 | 13,44 | - |
| 2024 | -6,03 | 11,36 | 1,11 | -8,29 | -4,37 | 0,68 | - | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 29,06% | 28,75% | 29,09% | 13,92% | 13,92% |
| Sharpe Ratio | -0,64 | 0,09 | 0,19 | - | - |
| Bester Monat | +13,44% | +13,44% | +17,34% | - | - |
| Schlechtester Monat | -8,29% | -8,29% | -10,68% | - | - |
| Maximaler Verlust | -12,51% | -12,51% | -24,72% | -24,72% | -24,72% |
| Outperformance | +19,60% | - | +18,46% | +41,23% | +61,87% |
Alle Kurse in USD
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| Morgan Stanley Investment Funds ... | thesaurierend | 111,8000 | +9,30% | - | |
| Morgan Stanley Investment Funds ... | thesaurierend | 71,8700 | +6,74% | - | |
| Morgan Stanley Investment Funds ... | thesaurierend | 29,3400 | +9,36% | - | |
| Morgan Stanley Investment Funds ... | thesaurierend | 177,5900 | +11,24% | -43,42% | |
| Morgan Stanley Investment Funds ... | thesaurierend | 91,1300 | +8,67% | -48,41% | |
| MSIF US Growth IH EUR | thesaurierend | 25,5500 | +8,58% | -48,54% | |
| MSIF US Growth F USD | thesaurierend | 65,3700 | +11,19% | -43,51% | |
| MSIF US Growth AEUR | thesaurierend | 14,7900 | +8,51% | -38,09% | |
| MSIF US Growth IX GBP | ausschüttend | 138,6900 | +7,97% | - | |
| Morgan Stanley Investment Funds ... | thesaurierend | 146,1100 | +10,40% | -44,68% | |
| Morgan Stanley Investment Funds ... | thesaurierend | 81,9200 | +7,82% | -49,63% | |
| MSIF US Growth AX USD | ausschüttend | 146,1100 | +10,40% | -44,68% |
Performance
| lfd. Jahr | -6,58% | ||
|---|---|---|---|
| 6 Monate | +3,07% | ||
| 1 Jahr | +9,30% | ||
| 3 Jahre | - | ||
| 5 Jahre | - | ||
| 10 Jahre | +127,14% | ||
| seit Beginn | +373,33% | ||
| Jahr | |||
| 2017 | +41,64% | ||
| 2016 | -4,10% | ||
| 2015 | +9,41% | ||
