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Morgan Stanley Investment Funds Calvert Sustainable Diversity, Equity and Inclusion Fund B/  LU2459594607  /

Fonds
NAV17/10/2024 Chg.+0.2500 Type of yield Investment Focus Investment company
30.9900USD +0.81% reinvestment Equity Worldwide MSIM Fund M. (IE) ▶
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2022 - - - - -3.89 -8.62 8.42 -3.55 -7.73 4.84 5.14 -2.62 -
2023 6.50 -0.61 3.20 1.91 0.96 5.79 1.72 -2.38 -4.60 -3.22 9.29 5.54 +25.73%
2024 1.66 2.00 2.49 -3.61 2.38 3.03 0.17 3.38 0.92 1.37 - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 11.89% 12.65% 11.79% -% -%
Sharpe ratio 1.30 1.84 2.08 - -
Best month +5.54% +3.38% +9.29% +9.29% -
Worst month -3.61% -3.61% -3.61% -8.62% -
Maximum loss -8.36% -8.36% -8.36% - -
Outperformance - - - - -
 
All quotes in USD

Share classes

Name   Type of yield Repurchase p. 1 Year 3 Years
Morgan Stanley Investment Funds ... reinvestment 29.0200 +25.41% -
Morgan Stanley Investment Funds ... reinvestment 30.9900 +27.74% -
Morgan Stanley Investment Funds ... reinvestment 34.0600 +25.64% -
Morgan Stanley Investment Funds ... reinvestment 32.4300 +30.08% -
Morgan Stanley Investment Funds ... reinvestment 32.4900 +30.17% -
Calvert Sust.Div.Eq.a.Incl.Fd.A ... reinvestment 29.3300 +25.61% -
Calvert Sust.Div.Eq.a.Incl.Fd.AH... reinvestment 29.7500 +26.65% -

Performance

YTD  
+14.48%
6 Months  
+12.49%
1 Year  
+27.74%
3 Years     -
5 Years     -
10 Years     -
Since start  
+24.76%
Year
2023  
+25.73%