Morgan Stanley Investment Funds Calvert Sustainable US Equity Select Fund BH (EUR)/ LU2459592650 /
| NAV17/10/2024 | Chg.+0.2400 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 29.3100EUR | +0.83% | reinvestment | Equity Mixed Sectors | MSIM Fund M. (IE) ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | - | - | - | - | -5.05 | -8.75 | 9.25 | -2.34 | -9.80 | 6.51 | 2.59 | -3.21 | - |
| 2023 | 5.63 | -1.43 | 0.64 | 0.81 | 0.49 | 5.71 | 1.77 | -1.24 | -5.92 | -3.93 | 9.75 | 5.50 | +18.04% |
| 2024 | 2.33 | 3.21 | 3.61 | -4.62 | 1.58 | 3.97 | 0.47 | 2.57 | 1.27 | 2.20 | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 12.45% | 13.05% | 12.41% | -% | -% |
| Sharpe ratio | 1.56 | 1.85 | 2.23 | - | - |
| Best month | +5.50% | +3.97% | +9.75% | +9.75% | - |
| Worst month | -4.62% | -4.62% | -4.62% | -9.80% | - |
| Maximum loss | -8.57% | -8.57% | -8.57% | - | - |
| Outperformance | - | - | - | - | - |
All quotes in EUR
Share classes
| Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
|---|---|---|---|---|---|
| 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
| YTD | +17.57% | ||
|---|---|---|---|
| 6 Months | +12.90% | ||
| 1 Year | +30.85% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +17.47% | ||
| Year | |||
| 2023 | +18.04% | ||
