Morgan Stanley Investment Funds American Resilience Fund I/ LU2562895719 /
| NAV9/10/2024 | Chg.+0.2000 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 32.7600USD | +0.61% | reinvestment | Equity Mixed Sectors | MSIM Fund M. (IE) ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 4.18 | -3.54 | 4.08 | 1.28 | -1.07 | 6.81 | 2.61 | 0.46 | -5.31 | -4.49 | 8.75 | 4.90 | +19.03% |
| 2024 | 2.15 | 2.14 | 1.08 | -4.27 | 0.81 | 2.61 | 4.28 | 2.72 | -0.18 | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 9.99% | 10.28% | 10.50% | -% | -% |
| Sharpe ratio | 1.39 | 0.97 | 1.38 | - | - |
| Best month | +4.90% | +4.28% | +8.75% | - | - |
| Worst month | -4.27% | -4.27% | -5.31% | - | - |
| Maximum loss | -5.84% | -5.84% | -9.06% | - | - |
| 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 | +11.66% | ||
|---|---|---|---|
| 6 Months | +6.50% | ||
| 1 Year | +17.88% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +31.04% | ||
| Year | |||
| 2023 | +19.03% | ||
