Morgan Stanley Investment Funds American Resilience Fund I/ LU2562895719 /
| NAV01/08/2024 | Chg.+0.1200 | Type de rendement | Focus sur l'investissement | Société de fonds |
|---|---|---|---|---|
| 32.0700USD | +0.38% | reinvestment | Equity Mixed Sectors | MSIM Fund M. (IE) ▶ |
Performance mensuelle
| janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. | 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 | - | - | - | - | - |
Valeurs calculées
| CAD | 6 Mois | 1 An | 3 Ans | 5 Ans | |
|---|---|---|---|---|---|
| Volatilité | 10.12% | 10.49% | 10.68% | -% | -% |
| Ratio de Sharpe | 1.27 | 1.30 | 0.92 | - | - |
| Le meilleur mois | +4.90% | +4.28% | +8.75% | - | - |
| Le plus défavorable mois | -4.27% | -4.27% | -5.31% | - | - |
| Perte maximale | -5.84% | -5.84% | -11.01% | - | - |
| Surperformance | - | - | - | - | - |
Toutes les cotations dans USD
Tranches
| Nom | Type de rendement | Prix de rachat | 1 An | 3 Ans | |
|---|---|---|---|---|---|
| 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
| CAD | +9.30% | ||
|---|---|---|---|
| 6 Mois | +8.27% | ||
| 1 An | +13.52% | ||
| 3 Ans | - | ||
| 5 Ans | - | ||
| 10 ans | - | ||
| Depuis le début | +28.28% | ||
| Année | |||
| 2023 | +19.03% | ||
