MSIF US Insight Z USD/ LU1121088667 /
| NAV28/05/2024 | Chg.-0.2900 | Type de rendement | Focus sur l'investissement | Société de fonds |
|---|---|---|---|---|
| 44.7900USD | -0.64% | reinvestment | Equity Mixed Sectors | MSIM Fund M. (IE) ▶ |
Performance mensuelle
| janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. | 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 | -2.57 | - | - | - | - | - | - | - | - |
Valeurs calculées
| CAD | 6 Mois | 1 An | 3 Ans | 5 Ans | |
|---|---|---|---|---|---|
| Volatilité | 29.77% | 30.11% | 30.16% | 44.62% | 40.45% |
| Ratio de Sharpe | -0.64 | 0.62 | 0.46 | -0.53 | -0.04 |
| Le meilleur mois | +14.88% | +17.81% | +17.81% | +17.81% | +22.76% |
| Le plus défavorable mois | -8.48% | -8.48% | -10.57% | -26.66% | -26.66% |
| Perte maximale | -12.54% | -12.54% | -25.25% | -71.05% | -72.00% |
| Surperformance | -5.11% | - | +15.76% | +109.23% | - |
Toutes les cotations dans USD
Tranches
| Nom | Type de rendement | Prix de rachat | 1 An | 3 Ans | |
|---|---|---|---|---|---|
| MSIF US Insight I USD | reinvestment | 14.3400 | +17.54% | -49.06% | |
| MSIF US Insight Z USD | reinvestment | 44.7900 | +17.68% | -48.93% | |
| MSIF US Insight A USD | reinvestment | 41.1100 | +16.62% | -50.32% |
Performance
| CAD | -6.45% | ||
|---|---|---|---|
| 6 Mois | +10.51% | ||
| 1 An | +17.68% | ||
| 3 Ans | -48.93% | ||
| 5 Ans | +10.87% | ||
| 10 ans | - | ||
| Depuis le début | +36.85% | ||
| Année | |||
| 2023 | +53.66% | ||
| 2022 | -61.75% | ||
| 2021 | -6.51% | ||
| 2020 | +118.97% | ||
| 2019 | +16.58% | ||
| 2018 | -9.85% | ||
