Morgan Stanley Investment Funds Calvert Sustainable Developed Markets Equity Select Fund Z/ LU2459595323 /
NAV10/17/2024 | Chg.+0.2200 | Type of yield | Investment Focus | Investment company |
---|---|---|---|---|
31.7200USD | +0.70% | reinvestment | Equity Worldwide | MSIM Fund M. (IE) ▶ |
Monthly performance
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2022 | - | - | - | - | -3.39 | -8.84 | 7.89 | -2.86 | -7.98 | 4.73 | 5.36 | -1.96 | - |
2023 | 6.60 | -1.11 | 1.73 | 1.87 | -0.75 | 5.50 | 2.31 | -1.83 | -4.72 | -4.03 | 9.97 | 6.39 | +22.91% |
2024 | 2.07 | 2.58 | 3.72 | -3.89 | 2.63 | 3.04 | 0.77 | 2.90 | 1.72 | 0.95 | - | - | - |
Calculated values
YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
---|---|---|---|---|---|
Volatility | 12.44% | 13.08% | 12.41% | -% | -% |
Sharpe ratio | 1.56 | 1.94 | 2.36 | - | - |
Best month | +6.39% | +3.04% | +9.97% | +9.97% | - |
Worst month | -3.89% | -3.89% | -4.03% | -8.84% | - |
Maximum loss | -8.73% | -8.73% | -8.73% | - | - |
Outperformance | - | - | - | - | - |
All quotes in USD
Share classes
Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
---|---|---|---|---|---|
Morgan Stanley Investment Funds ... | reinvestment | 28.4200 | +27.67% | - | |
Morgan Stanley Investment Funds ... | reinvestment | 33.2900 | +28.14% | - | |
Morgan Stanley Investment Funds ... | reinvestment | 30.3600 | +30.24% | - | |
Calvert Sust.Dev.Mark.Eq.S.Fd.A ... | reinvestment | 31.1400 | +31.56% | - | |
Morgan Stanley Investment Funds ... | reinvestment | 29.1100 | +28.98% | - | |
Morgan Stanley Investment Funds ... | reinvestment | 29.2200 | +28.95% | - | |
Morgan Stanley Investment Funds ... | reinvestment | 31.7200 | +32.50% | - |
Performance
YTD | +17.53% | ||
---|---|---|---|
6 Months | +13.45% | ||
1 Year | +32.50% | ||
3 Years | - | ||
5 Years | - | ||
10 Years | - | ||
Since start | +27.49% | ||
Year | |||
2023 | +22.91% |