Morgan Stanley Investment Funds American Resilience Fund BH (EUR)/ LU2562895479 /
| NAV01/08/2024 | Diferencia+0.1100 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
|---|---|---|---|---|
| 29.9200EUR | +0.37% | reinvestment | Equity Mixed Sectors | MSIM Fund M. (IE) ▶ |
Rendimiento mensual
| ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 3.70 | -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 | 3.98 | 0.37 | - | - | - | - | - |
Valores estimados
| Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
|---|---|---|---|---|---|
| Volatilidad | 10.12% | 10.49% | 10.66% | -% | -% |
| Índice de Sharpe | 0.84 | 0.89 | 0.51 | - | - |
| El mes mejor | +4.52% | +3.98% | +8.29% | - | - |
| El mes peor | -4.62% | -4.62% | -5.60% | - | - |
| Pérdida máxima | -6.28% | -6.28% | -11.56% | - | - |
| Rendimiento superior | - | - | - | - | - |
Todas las cotizaciones en EUR
Tramos
| Nombre | Tipo de beneficio | Prec. de rescate | Promedio móvil | 3 Años | |
|---|---|---|---|---|---|
| Morgan Stanley Investment Funds ... | reinvestment | 31.0700 | +11.32% | - | |
| Morgan Stanley Investment Funds ... | reinvestment | 29.9200 | +9.08% | - | |
| Morgan Stanley Investment Funds ... | reinvestment | 32.0700 | +13.52% | - | |
| Morgan Stanley Investment Funds ... | reinvestment | 32.1100 | +13.62% | - | |
| Morgan Stanley Investment Funds ... | reinvestment | 31.5800 | +12.46% | - | |
| Morgan Stanley Investment Funds ... | reinvestment | 30.4100 | +10.26% | - |
Performance
| Año hasta la fecha | +6.90% | ||
|---|---|---|---|
| 6 Meses | +6.25% | ||
| Promedio móvil | +9.08% | ||
| 3 Años | - | ||
| 5 Años | - | ||
| 10 Años | - | ||
| Desde el principio | +19.68% | ||
| Año | |||
| 2023 | +13.87% | ||
