Morgan Stanley Investment Funds American Resilience Fund I/ LU2562895719 /
| NAV01/08/2024 | Diferencia+0.1200 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
|---|---|---|---|---|
| 32.0700USD | +0.38% | reinvestment | Equity Mixed Sectors | MSIM Fund M. (IE) ▶ |
Rendimiento mensual
| ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | 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 | 0.38 | - | - | - | - | - |
Valores estimados
| Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
|---|---|---|---|---|---|
| Volatilidad | 10.12% | 10.49% | 10.68% | -% | -% |
| Índice de Sharpe | 1.27 | 1.30 | 0.92 | - | - |
| El mes mejor | +4.90% | +4.28% | +8.75% | - | - |
| El mes peor | -4.27% | -4.27% | -5.31% | - | - |
| Pérdida máxima | -5.84% | -5.84% | -11.01% | - | - |
| Rendimiento superior | - | - | - | - | - |
Todas las cotizaciones en USD
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 | +9.30% | ||
|---|---|---|---|
| 6 Meses | +8.27% | ||
| Promedio móvil | +13.52% | ||
| 3 Años | - | ||
| 5 Años | - | ||
| 10 Años | - | ||
| Desde el principio | +28.28% | ||
| Año | |||
| 2023 | +19.03% | ||
