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MSIF US Insight Z USD/  LU1121088667  /

Fonds
NAV2024-05-13 Chg.-0.0700 Type of yield Investment Focus Investment company
45.3200USD -0.15% reinvestment Equity Mixed Sectors MSIM Fund M. (IE) ▶
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2017 - - - 3.22 -1.32 1.64 2.02 -1.55 3.74 0.59 3.56 2.35 -
2018 3.28 -2.43 -4.59 0.25 2.74 2.51 -0.29 3.13 0.94 -8.07 0.14 -7.05 -9.85%
2019 9.73 2.75 2.86 5.61 -6.41 4.75 3.56 -3.65 -11.30 1.43 9.38 -1.12 +16.58%
2020 8.42 -5.10 -5.86 22.76 15.58 12.11 12.90 6.03 2.10 -4.23 19.76 1.40 +118.97%
2021 3.33 3.30 -9.01 6.59 -4.26 12.48 -2.38 0.33 -6.61 5.74 0.73 -13.93 -6.51%
2022 -26.66 2.39 -2.31 -18.24 -22.21 -11.31 14.83 5.30 -11.53 -0.55 -6.78 -6.79 -61.75%
2023 16.59 -1.18 1.25 -4.62 10.70 9.90 8.04 -9.06 -4.54 -10.57 17.81 14.88 +53.66%
2024 -7.12 10.61 2.11 -8.48 -1.41 - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 31.12% 31.52% 30.61% 44.74% 40.46%
Sharpe ratio -0.58 1.47 0.60 -0.45 -0.03
Best month +14.88% +17.81% +17.81% +17.81% +22.76%
Worst month -8.48% -8.48% -10.57% -26.66% -26.66%
Maximum loss -12.54% -12.54% -25.25% -71.05% -72.00%
Outperformance -5.11% - +15.76% +109.23% -
 
All quotes in USD

Tranches

Name   Type of yield Repurchase p. 1 Year 3 Years
MSIF US Insight I USD reinvestment 14.5100 +22.04% -41.63%
MSIF US Insight Z USD reinvestment 45.3200 +22.12% -41.48%
MSIF US Insight A USD reinvestment 41.6000 +21.00% -43.10%

Performance

YTD
  -5.35%
6 Months  
+22.29%
1 Year  
+22.12%
3 Years
  -41.48%
5 Years  
+13.44%
10 Years     -
Since start  
+38.47%
Year
2023  
+53.66%
2022
  -61.75%
2021
  -6.51%
2020  
+118.97%
2019  
+16.58%
2018
  -9.85%