Morgan Stanley Investment Funds American Resilience Fund B/ LU2562895396 /
| NAV09/07/2024 | Diferencia-0.1200 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
|---|---|---|---|---|
| 29.7100USD | -0.40% | reinvestment | Equity Mixed Sectors | MSIM Fund M. (IE) ▶ |
Rendimiento mensual
| ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | 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 | -0.07 | - | - | - | - | - | - |
Valores estimados
| Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
|---|---|---|---|---|---|
| Volatilidad | 9.98% | 10.05% | 10.62% | -% | -% |
| Índice de Sharpe | 0.29 | 0.42 | 0.60 | - | - |
| El mes mejor | +4.74% | +2.41% | +8.54% | - | - |
| El mes peor | -4.41% | -4.41% | -5.42% | - | - |
| Pérdida máxima | -6.05% | -6.05% | -12.15% | - | - |
| Rendimiento superior | - | - | - | - | - |
Todas las cotizaciones en USD
Tramos
| Nombre | Tipo de beneficio | Prec. de rescate | Promedio móvil | 3 Años | |
|---|---|---|---|---|---|
| Morgan Stanley Investment Funds ... | reinvestment | 29.7100 | +10.00% | - | |
| Morgan Stanley Investment Funds ... | reinvestment | 28.6400 | +7.83% | - | |
| Morgan Stanley Investment Funds ... | reinvestment | 30.6300 | +12.16% | - | |
| Morgan Stanley Investment Funds ... | reinvestment | 30.6600 | +12.23% | - | |
| Morgan Stanley Investment Funds ... | reinvestment | 30.1700 | +11.08% | - | |
| Morgan Stanley Investment Funds ... | reinvestment | 29.1100 | +8.94% | - |
Performance
| Año hasta la fecha | +3.34% | ||
|---|---|---|---|
| 6 Meses | +3.88% | ||
| Promedio móvil | +10.00% | ||
| 3 Años | - | ||
| 5 Años | - | ||
| 10 Años | - | ||
| Desde el principio | +18.84% | ||
| Año | |||
| 2023 | +16.73% | ||
