Morgan Stanley Investment Funds American Resilience Fund B/ LU2562895396 /
| NAV10/09/2024 | Chg.+0.1900 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 31.6700USD | +0.60% | reinvestment | Equity Mixed Sectors | MSIM Fund M. (IE) ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 3.98 | -3.71 | 3.97 | 1.13 | -1.27 | 6.64 | 2.42 | 0.29 | -5.42 | -4.64 | 8.54 | 4.74 | +16.73% |
| 2024 | 1.98 | 1.98 | 0.90 | -4.41 | 0.66 | 2.41 | 4.14 | 2.52 | -0.22 | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 9.96% | 10.25% | 10.48% | -% | -% |
| Sharpe ratio | 1.16 | 0.75 | 1.17 | - | - |
| Best month | +4.74% | +4.14% | +8.54% | - | - |
| Worst month | -4.41% | -4.41% | -5.42% | - | - |
| Maximum loss | -6.05% | -6.05% | -9.30% | - | - |
| Outperformance | - | - | - | - | - |
All quotes in USD
Share classes
| Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
|---|---|---|---|---|---|
| Morgan Stanley Investment Funds ... | reinvestment | 31.6700 | +15.63% | - | |
| Morgan Stanley Investment Funds ... | reinvestment | 30.4200 | +13.25% | - | |
| Morgan Stanley Investment Funds ... | reinvestment | 32.7600 | +17.88% | - | |
| Morgan Stanley Investment Funds ... | reinvestment | 32.8000 | +17.99% | - | |
| Morgan Stanley Investment Funds ... | reinvestment | 32.2200 | +16.78% | - | |
| Morgan Stanley Investment Funds ... | reinvestment | 30.9800 | +14.61% | - |
Performance
| YTD | +10.16% | ||
|---|---|---|---|
| 6 Months | +5.46% | ||
| 1 Year | +15.63% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +26.68% | ||
| Year | |||
| 2023 | +16.73% | ||
