Morgan Stanley Investment Funds Calvert Sustainable Climate Aligned Fund A (EUR)/ LU2504490629 /
| NAV7/9/2024 | Chg.0.0000 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 31.9000EUR | 0.00% | 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 | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 9.60% | 9.71% | 9.76% | -% | -% |
| Sharpe ratio | 2.47 | 2.68 | 1.92 | - | - |
| Best month | +4.77% | +4.14% | +7.57% | - | - |
| Worst month | -3.12% | -3.12% | -4.33% | - | - |
| Maximum loss | -4.88% | -4.88% | -8.47% | - | - |
| Outperformance | - | - | - | - | - |
All quotes in EUR
Share classes
| Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
|---|---|---|---|---|---|
| Morgan Stanley Investment Funds ... | reinvestment | 27.4000 | +17.24% | - | |
| Morgan Stanley Investment Funds ... | reinvestment | 29.1500 | +19.47% | - | |
| Morgan Stanley Investment Funds ... | reinvestment | 31.9000 | +22.32% | - | |
| Morgan Stanley Investment Funds ... | reinvestment | 30.3600 | +21.63% | - | |
| Calvert Sust.Clim.Alig.Fd.A USD | reinvestment | 27.5500 | +22.34% | - | |
| Calvert Sust.Clim.Alig.Fd.AH EUR | reinvestment | 27.9600 | +18.17% | - | |
| Morgan Stanley Investment Funds ... | reinvestment | 30.4100 | +21.74% | - |
Performance
| YTD | +13.36% | ||
|---|---|---|---|
| 6 Months | +13.85% | ||
| 1 Year | +22.32% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +26.84% | ||
| Year | |||
| 2023 | +17.89% | ||
