Morgan Stanley Investment Funds American Resilience Fund I/ LU2562895719 /
| NAV7/10/2024 | Chg.-0.1200 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 30.5100USD | -0.39% | 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 | -0.03 | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 10.02% | 10.10% | 10.62% | -% | -% |
| Sharpe ratio | 0.50 | 0.63 | 0.80 | - | - |
| Best month | +4.90% | +2.61% | +8.75% | - | - |
| Worst month | -4.27% | -4.27% | -5.31% | - | - |
| Maximum loss | -5.84% | -5.84% | -11.69% | - | - |
| Outperformance | - | - | - | - | - |
All quotes in USD
Share classes
| Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
|---|---|---|---|---|---|
| Morgan Stanley Investment Funds ... | reinvestment | 29.5900 | +10.00% | - | |
| Morgan Stanley Investment Funds ... | reinvestment | 28.5200 | +7.83% | - | |
| Morgan Stanley Investment Funds ... | reinvestment | 30.5100 | +12.16% | - | |
| Morgan Stanley Investment Funds ... | reinvestment | 30.5500 | +12.23% | - | |
| Morgan Stanley Investment Funds ... | reinvestment | 30.0600 | +11.08% | - | |
| Morgan Stanley Investment Funds ... | reinvestment | 28.9900 | +8.94% | - |
Performance
| YTD | +4.40% | ||
|---|---|---|---|
| 6 Months | +4.90% | ||
| 1 Year | +12.16% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +22.52% | ||
| Year | |||
| 2023 | +19.03% | ||
