Morgan Stanley Investment Funds Calvert Sustainable Climate Aligned Fund A (EUR)/ LU2504490629 /
| NAV02/08/2024 | Chg.-1.5000 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 30.7300EUR | -4.65% | reinvestment | Equity Worldwide | MSIM Fund M. (IE) ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | - | - | - | - | - | - | - | -2.05 | -5.08 | 3.41 | 0.20 | -4.33 | - |
| 2023 | 4.99 | 0.84 | -0.40 | 0.12 | 2.82 | 2.47 | 1.13 | -0.34 | -2.47 | -4.33 | 7.57 | 4.77 | +17.89% |
| 2024 | 3.41 | 3.09 | 3.73 | -3.12 | 1.66 | 4.14 | 0.06 | -3.79 | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 11.53% | 12.19% | 10.97% | -% | -% |
| Sharpe ratio | 1.10 | 0.59 | 1.06 | - | - |
| Best month | +4.77% | +4.14% | +7.57% | +7.57% | - |
| Worst month | -3.79% | -3.79% | -4.33% | -5.08% | - |
| Maximum loss | -5.27% | -5.27% | -8.00% | - | - |
| Outperformance | - | - | - | - | - |
All quotes in EUR
Share classes
| Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
|---|---|---|---|---|---|
| Morgan Stanley Investment Funds ... | reinvestment | 26.5500 | +11.55% | - | |
| Morgan Stanley Investment Funds ... | reinvestment | 28.2800 | +13.71% | - | |
| Morgan Stanley Investment Funds ... | reinvestment | 30.7300 | +15.31% | - | |
| Morgan Stanley Investment Funds ... | reinvestment | 29.4900 | +15.78% | - | |
| Calvert Sust.Clim.Alig.Fd.A USD | reinvestment | 26.5400 | +15.29% | - | |
| Calvert Sust.Clim.Alig.Fd.AH EUR | reinvestment | 27.1100 | +12.40% | - | |
| Morgan Stanley Investment Funds ... | reinvestment | 29.5400 | +15.84% | - |
Performance
| YTD | +9.20% | ||
|---|---|---|---|
| 6 Months | +5.28% | ||
| 1 Year | +15.31% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +22.19% | ||
| Year | |||
| 2023 | +17.89% | ||
