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Calvert Sust.Dev.Mark.Eq.S.Fd.A USD/  LU2459595166  /

Fonds
NAV11/14/2024 Chg.+0.0700 Type of yield Investment Focus Investment company
30.9200USD +0.23% reinvestment Equity Worldwide MSIM Fund M. (IE) ▶
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2022 - - - - -3.43 -8.93 7.85 -2.91 -9.27 6.11 5.24 -2.02 -
2023 6.55 -1.16 1.65 1.80 -0.80 5.46 2.25 -1.92 -4.73 -4.12 9.91 6.30 +22.02%
2024 2.03 2.54 3.62 -3.95 2.56 2.99 0.72 2.85 1.61 -2.66 2.96 - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 12.29% 12.59% 12.08% -% -%
Sharpe ratio 1.27 1.12 1.93 - -
Best month +6.30% +2.99% +9.91% +9.91% -
Worst month -3.95% -2.66% -3.95% -9.27% -
Maximum loss -8.78% -8.78% -8.78% - -
Outperformance - - - - -
 
All quotes in USD

Share classes

Name   Type of yield Repurchase p. 1 Year 3 Years
Morgan Stanley Investment Funds ... reinvestment 30.5300 - -
Morgan Stanley Investment Funds ... reinvestment 28.1900 +22.78% -
Morgan Stanley Investment Funds ... reinvestment 33.9300 +29.65% -
Morgan Stanley Investment Funds ... reinvestment 30.1300 +25.02% -
Calvert Sust.Dev.Mark.Eq.S.Fd.A ... reinvestment 30.9200 +26.31% -
Morgan Stanley Investment Funds ... reinvestment 28.8700 +23.91% -
Morgan Stanley Investment Funds ... reinvestment 29.8000 +30.47% -
Morgan Stanley Investment Funds ... reinvestment 31.5200 +27.25% -
Morgan Stanley Investment Funds ... reinvestment 30.6400 - -
Morgan Stanley Investment Funds ... reinvestment 28.6400 - -

Performance

YTD  
+16.02%
6 Months  
+8.30%
1 Year  
+26.31%
3 Years     -
5 Years     -
10 Years     -
Since start  
+23.68%
Year
2023  
+22.02%