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Morgan Stanley Investment Funds Calvert Sustainable Diversity, Equity and Inclusion Fund Z/  LU2459594433  /

Fonds
NAV17/10/2024 Chg.+0.2600 Type of yield Investment Focus Investment company
32.4900USD +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 - - - - -3.71 -8.46 8.57 -3.40 -7.58 5.04 5.27 -2.46 -
2023 6.64 -0.43 3.37 2.05 1.15 5.94 1.87 -2.21 -4.48 -3.05 9.47 5.67 +28.08%
2024 1.86 2.14 2.61 -3.42 2.50 3.18 0.36 3.56 1.04 1.47 - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 11.87% 12.61% 11.77% -% -%
Sharpe ratio 1.49 2.03 2.29 - -
Best month +5.67% +3.56% +9.47% +9.47% -
Worst month -3.42% -3.42% -3.42% -8.46% -
Maximum loss -8.23% -8.23% -8.23% - -
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  
+16.20%
6 Months  
+13.52%
1 Year  
+30.17%
3 Years     -
5 Years     -
10 Years     -
Since start  
+30.74%
Year
2023  
+28.08%