Morgan Stanley Investment Funds American Resilience Fund BH (EUR)/ LU2562895479 /
| NAV09/07/2024 | Chg.-0.1200 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 28.6400EUR | -0.42% | reinvestment | Equity Mixed Sectors | MSIM Fund M. (IE) ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 3.70 | -3.96 | 3.68 | 0.99 | -1.48 | 6.38 | 2.31 | 0.11 | -5.60 | -4.77 | 8.29 | 4.52 | +13.87% |
| 2024 | 1.82 | 1.82 | 0.79 | -4.62 | 0.50 | 2.25 | -0.10 | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 10.00% | 10.07% | 10.60% | -% | -% |
| Sharpe ratio | 0.08 | 0.23 | 0.39 | - | - |
| Best month | +4.52% | +2.25% | +8.29% | - | - |
| Worst month | -4.62% | -4.62% | -5.60% | - | - |
| Maximum loss | -6.28% | -6.28% | -12.58% | - | - |
| Outperformance | - | - | - | - | - |
All quotes in EUR
Share classes
| Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
|---|---|---|---|---|---|
| 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
| YTD | +2.32% | ||
|---|---|---|---|
| 6 Months | +2.95% | ||
| 1 Year | +7.83% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +14.56% | ||
| Year | |||
| 2023 | +13.87% | ||
