Morgan Stanley Investment Funds Calvert Sustainable Diversity, Equity and Inclusion Fund B/ LU2459594607 /
| NAV7/16/2024 | Chg.-0.0200 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 30.0200USD | -0.07% | 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 | 2.63 | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 10.37% | 10.58% | 10.90% | -% | -% |
| Sharpe ratio | 1.70 | 2.15 | 1.18 | - | - |
| Best month | +5.54% | +3.03% | +9.29% | +9.29% | - |
| Worst month | -3.61% | -3.61% | -4.60% | -8.62% | - |
| Maximum loss | -5.31% | -5.31% | -10.76% | - | - |
| Outperformance | - | - | - | - | - |
All quotes in USD
Share classes
| Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
|---|---|---|---|---|---|
| Morgan Stanley Investment Funds ... | reinvestment | 28.2300 | +14.34% | - | |
| Morgan Stanley Investment Funds ... | reinvestment | 30.0200 | +16.49% | - | |
| Morgan Stanley Investment Funds ... | reinvestment | 32.7700 | +21.33% | - | |
| Morgan Stanley Investment Funds ... | reinvestment | 31.2800 | +18.62% | - | |
| Morgan Stanley Investment Funds ... | reinvestment | 31.3300 | +18.67% | - | |
| Calvert Sust.Div.Eq.a.Incl.Fd.A ... | reinvestment | 28.2200 | +21.32% | - | |
| Calvert Sust.Div.Eq.a.Incl.Fd.AH... | reinvestment | 28.8800 | +15.47% | - |
Performance
| YTD | +10.90% | ||
|---|---|---|---|
| 6 Months | +12.39% | ||
| 1 Year | +16.49% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +20.85% | ||
| Year | |||
| 2023 | +25.73% | ||
