MSIF US Insight Z USD/ LU1121088667 /
| NAV28.05.2024 | Diff.-0,2900 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 44,7900USD | -0,64% | thesaurierend | Aktien Branchenmix | MSIM Fund M. (IE) ▶ |
Monatliche Performance
| Jan | Feb | Mrz | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | -2,57 | - | - | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 29,77% | 30,11% | 30,16% | 44,62% | 40,45% |
| Sharpe Ratio | -0,64 | 0,62 | 0,46 | -0,53 | -0,04 |
| Bester Monat | +14,88% | +17,81% | +17,81% | +17,81% | +22,76% |
| Schlechtester Monat | -8,48% | -8,48% | -10,57% | -26,66% | -26,66% |
| Maximaler Verlust | -12,54% | -12,54% | -25,25% | -71,05% | -72,00% |
| Outperformance | -5,11% | - | +15,76% | +109,23% | - |
Alle Kurse in USD
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| MSIF US Insight I USD | thesaurierend | 14,3400 | +17,54% | -49,06% | |
| MSIF US Insight Z USD | thesaurierend | 44,7900 | +17,68% | -48,93% | |
| MSIF US Insight A USD | thesaurierend | 41,1100 | +16,62% | -50,32% |
Performance
| lfd. Jahr | -6,45% | ||
|---|---|---|---|
| 6 Monate | +10,51% | ||
| 1 Jahr | +17,68% | ||
| 3 Jahre | -48,93% | ||
| 5 Jahre | +10,87% | ||
| 10 Jahre | - | ||
| seit Beginn | +36,85% | ||
| Jahr | |||
| 2023 | +53,66% | ||
| 2022 | -61,75% | ||
| 2021 | -6,51% | ||
| 2020 | +118,97% | ||
| 2019 | +16,58% | ||
| 2018 | -9,85% | ||
