Morgan Stanley Investment Funds American Resilience Fund Z/ LU2562895800 /
| NAV27/06/2024 | Diferencia+0.0300 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
|---|---|---|---|---|
| 30.5900USD | +0.10% | 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 | 4.12 | 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 | - | - | - | - | - | - | - |
Valores estimados
| Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
|---|---|---|---|---|---|
| Volatilidad | 10.08% | 9.92% | 10.68% | -% | -% |
| Índice de Sharpe | 0.51 | 0.56 | 0.96 | - | - |
| El mes mejor | +4.89% | +4.89% | +8.74% | - | - |
| El mes peor | -4.23% | -4.23% | -5.27% | - | - |
| Pérdida máxima | -5.84% | -5.84% | -11.65% | - | - |
| Rendimiento superior | - | - | - | - | - |
Todas las cotizaciones en USD
Tramos
| Nombre | Tipo de beneficio | Prec. de rescate | Promedio móvil | 3 Años | |
|---|---|---|---|---|---|
| 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
| Año hasta la fecha | +4.19% | ||
|---|---|---|---|
| 6 Meses | +4.51% | ||
| Promedio móvil | +13.93% | ||
| 3 Años | - | ||
| 5 Años | - | ||
| 10 Años | - | ||
| Desde el principio | +22.36% | ||
| Año | |||
| 2023 | +19.11% | ||
