Morgan Stanley Investment Funds American Resilience Fund B/ LU2562895396 /
| NAV09/07/2024 | Chg.-0.1200 | Type de rendement | Focus sur l'investissement | Société de fonds |
|---|---|---|---|---|
| 29.7100USD | -0.40% | reinvestment | Equity Mixed Sectors | MSIM Fund M. (IE) ▶ |
Performance mensuelle
| janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. | 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 | - | - | - | - | - | - |
Valeurs calculées
| CAD | 6 Mois | 1 An | 3 Ans | 5 Ans | |
|---|---|---|---|---|---|
| Volatilité | 9.98% | 10.05% | 10.62% | -% | -% |
| Ratio de Sharpe | 0.29 | 0.42 | 0.60 | - | - |
| Le meilleur mois | +4.74% | +2.41% | +8.54% | - | - |
| Le plus défavorable mois | -4.41% | -4.41% | -5.42% | - | - |
| Perte maximale | -6.05% | -6.05% | -12.15% | - | - |
| Surperformance | - | - | - | - | - |
Toutes les cotations dans USD
Tranches
| Nom | Type de rendement | Prix de rachat | 1 An | 3 Ans | |
|---|---|---|---|---|---|
| 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
| CAD | +3.34% | ||
|---|---|---|---|
| 6 Mois | +3.88% | ||
| 1 An | +10.00% | ||
| 3 Ans | - | ||
| 5 Ans | - | ||
| 10 ans | - | ||
| Depuis le début | +18.84% | ||
| Année | |||
| 2023 | +16.73% | ||
