Morgan Stanley Investment Funds American Resilience Fund Z/ LU2562895800 /
| NAV27/06/2024 | Chg.+0.0300 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 30.5900USD | +0.10% | 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 | 4.12 | 1.28 | -1.07 | 6.81 | 2.61 | 0.46 | -5.27 | -4.49 | 8.74 | 4.89 | +19.11% |
| 2024 | 2.18 | 2.13 | 1.08 | -4.23 | 0.81 | 2.31 | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 10.08% | 9.92% | 10.68% | -% | -% |
| Sharpe ratio | 0.51 | 0.56 | 0.96 | - | - |
| Best month | +4.89% | +4.89% | +8.74% | - | - |
| Worst month | -4.23% | -4.23% | -5.27% | - | - |
| Maximum loss | -5.84% | -5.84% | -11.65% | - | - |
| Outperformance | - | - | - | - | - |
All quotes in USD
Share classes
| Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
|---|---|---|---|---|---|
| Morgan Stanley Investment Funds ... | reinvestment | 29.6500 | +11.63% | - | |
| Morgan Stanley Investment Funds ... | reinvestment | 28.5900 | +9.37% | - | |
| Morgan Stanley Investment Funds ... | reinvestment | 30.5500 | +13.82% | - | |
| Morgan Stanley Investment Funds ... | reinvestment | 30.5900 | +13.93% | - | |
| Morgan Stanley Investment Funds ... | reinvestment | 30.1100 | +12.77% | - | |
| Morgan Stanley Investment Funds ... | reinvestment | 29.0600 | +10.58% | - |
Performance
| YTD | +4.19% | ||
|---|---|---|---|
| 6 Months | +4.51% | ||
| 1 Year | +13.93% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +22.36% | ||
| Year | |||
| 2023 | +19.11% | ||
