Morgan Stanley Investment Funds Calvert Sustainable US Equity Select Fund B/ LU2459592577 /
NAV17/10/2024 | Chg.+0.2500 | Type de rendement | Focus sur l'investissement | Société de fonds |
---|---|---|---|---|
31.3400USD | +0.80% | reinvestment | Equity Mixed Sectors | MSIM Fund M. (IE) ▶ |
Performance mensuelle
janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2022 | - | - | - | - | -4.92 | -8.42 | 9.48 | -2.01 | -8.30 | 5.55 | 2.95 | -2.82 | - |
2023 | 5.94 | -1.17 | 0.92 | 1.00 | 0.65 | 5.88 | 2.03 | -1.03 | -5.78 | -3.83 | 10.05 | 5.75 | +21.11% |
2024 | 2.47 | 3.30 | 3.77 | -4.47 | 1.81 | 4.10 | 0.68 | 2.72 | 1.42 | 2.22 | - | - | - |
Valeurs calculées
CAD | 6 Mois | 1 An | 3 Ans | 5 Ans | |
---|---|---|---|---|---|
Volatilité | 12.48% | 13.10% | 12.47% | -% | -% |
Ratio de Sharpe | 1.74 | 2.02 | 2.42 | - | - |
Le meilleur mois | +5.75% | +4.10% | +10.05% | +10.05% | - |
Le plus défavorable mois | -4.47% | -4.47% | -4.47% | -8.42% | - |
Perte maximale | -8.51% | -8.51% | -8.51% | - | - |
Surperformance | - | - | - | - | - |
Toutes les cotations dans USD
Tranches
Nom | Type de rendement | Prix de rachat | 1 An | 3 Ans | |
---|---|---|---|---|---|
Morgan Stanley Investment Funds ... | reinvestment | 29.3100 | +30.85% | - | |
Morgan Stanley Investment Funds ... | reinvestment | 31.3400 | +33.42% | - | |
Morgan Stanley Investment Funds ... | reinvestment | 34.0100 | +31.26% | - | |
Morgan Stanley Investment Funds ... | reinvestment | 32.7500 | +35.78% | - | |
Calvert Sust.US Eq.S.Fd.A USD | reinvestment | 29.6700 | +31.23% | - | |
Calvert Sust.US Eq.S.Fd.AH EUR | reinvestment | 30.0700 | +32.18% | - | |
Morgan Stanley Investment Funds ... | reinvestment | 32.6800 | +35.66% | - |
Performance
CAD | +19.25% | ||
---|---|---|---|
6 Mois | +13.92% | ||
1 An | +33.42% | ||
3 Ans | - | ||
5 Ans | - | ||
10 ans | - | ||
Depuis le début | +25.61% | ||
Année | |||
2023 | +21.11% |