Morgan Stanley Investment Funds Calvert US Equity Fund A/ LU2735360278 /
| NAV17/09/2024 | Chg.-0.0500 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 27.5100USD | -0.18% | reinvestment | Equity Mixed Sectors | MSIM Fund M. (IE) ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | - | - | - | -3.44 | 0.79 | 2.83 | 2.48 | 1.53 | 0.99 | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | -% | 11.46% | -% | -% | -% |
| Sharpe ratio | - | 0.74 | - | - | - |
| Best month | +2.83% | +2.83% | +2.83% | - | - |
| Worst month | -3.44% | -3.44% | -3.44% | - | - |
| Maximum loss | - | -5.59% | - | - | - |
| Outperformance | - | - | - | - | - |
All quotes in USD
Share classes
| Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
|---|---|---|---|---|---|
| Morgan Stanley Investment Funds ... | reinvestment | 27.5100 | - | - | |
| Morgan Stanley Investment Funds ... | reinvestment | 27.4200 | - | - | |
| Morgan Stanley Investment Funds ... | reinvestment | 27.7000 | - | - | |
| Morgan Stanley Investment Funds ... | reinvestment | 27.7200 | - | - |
Performance
| YTD | - | ||
|---|---|---|---|
| 6 Months | +5.85% | ||
| 1 Year | - | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +6.26% | ||
| Year | |||
