Morgan Stanley Investment Funds American Resilience Fund Z/ LU2562895800 /
| NAV02/08/2024 | Chg.-0.2300 | Type de rendement | Focus sur l'investissement | Société de fonds |
|---|---|---|---|---|
| 31.8800USD | -0.72% | 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 | 4.12 | 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 | 2.61 | 4.27 | -0.34 | - | - | - | - | - |
Valeurs calculées
| CAD | 6 Mois | 1 An | 3 Ans | 5 Ans | |
|---|---|---|---|---|---|
| Volatilité | 10.11% | 10.37% | 10.69% | -% | -% |
| Ratio de Sharpe | 1.14 | 1.02 | 0.89 | - | - |
| Le meilleur mois | +4.89% | +4.27% | +8.74% | - | - |
| Le plus défavorable mois | -4.23% | -4.23% | -5.27% | - | - |
| Perte maximale | -5.84% | -5.84% | -10.97% | - | - |
| Surperformance | - | - | - | - | - |
Toutes les cotations dans USD
Tranches
| Nom | Type de rendement | Prix de rachat | 1 An | 3 Ans | |
|---|---|---|---|---|---|
| Morgan Stanley Investment Funds ... | reinvestment | 30.8400 | +10.90% | - | |
| Morgan Stanley Investment Funds ... | reinvestment | 29.6900 | +8.64% | - | |
| Morgan Stanley Investment Funds ... | reinvestment | 31.8400 | +13.11% | - | |
| Morgan Stanley Investment Funds ... | reinvestment | 31.8800 | +13.17% | - | |
| Morgan Stanley Investment Funds ... | reinvestment | 31.3500 | +12.04% | - | |
| Morgan Stanley Investment Funds ... | reinvestment | 30.1900 | +9.86% | - |
Performance
| CAD | +8.58% | ||
|---|---|---|---|
| 6 Mois | +6.84% | ||
| 1 An | +13.17% | ||
| 3 Ans | - | ||
| 5 Ans | - | ||
| 10 ans | - | ||
| Depuis le début | +27.52% | ||
| Année | |||
| 2023 | +19.11% | ||
