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Morgan Stanley Investment Funds Global Brands Fund - ZH (EUR)/  LU0360483019  /

Fonds
NAV14.11.2024 Diff.+0,2500 Ertragstyp Ausrichtung Fondsgesellschaft
114,8400EUR +0,22% thesaurierend Aktien weltweit MSIM Fund M. (IE) ▶
 

Monatliche Performance

  Jan Feb Mrz Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2013 - - - - - -3,48 2,96 -3,13 4,14 3,56 0,90 1,47 -
2014 -6,67 7,38 0,67 1,83 2,66 0,04 -0,97 0,96 -2,27 0,15 3,97 -1,83 +5,38%
2015 -0,45 3,52 -3,38 4,64 1,05 -2,53 5,35 -7,96 -0,09 10,06 -1,94 -1,53 +5,66%
2016 -1,82 -0,83 5,86 -0,09 1,87 -0,81 1,20 0,45 -0,48 -2,18 -1,63 2,07 +3,42%
2017 2,73 4,25 1,88 1,92 4,83 -1,17 0,74 -1,03 -0,25 2,66 2,46 2,43 +23,45%
2018 3,52 -4,15 -1,89 0,87 0,52 3,19 1,45 0,76 1,56 -5,89 2,41 -6,56 -4,76%
2019 3,44 5,58 4,13 2,32 -2,68 4,58 1,69 -0,52 -1,22 0,48 2,89 2,51 +25,41%
2020 2,75 -10,82 -5,71 8,91 3,03 1,42 6,37 3,90 -3,13 -5,64 7,83 3,09 +10,41%
2021 -1,43 -0,52 3,41 5,42 0,27 2,56 2,70 0,88 -2,57 3,98 -0,92 5,93 +21,10%
2022 -6,78 -2,58 1,00 -3,77 -2,52 -6,96 7,09 -4,29 -9,43 3,31 5,29 -0,91 -19,89%
2023 3,43 -2,95 4,86 2,68 -3,31 5,55 1,10 -0,18 -5,72 -2,77 7,67 3,46 +13,64%
2024 3,05 1,32 -0,04 -4,99 0,46 2,44 2,97 3,33 1,89 -2,84 1,45 - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 9,57% 9,09% 9,46% 15,60% 16,40%
Sharpe Ratio 0,78 1,21 1,33 -0,14 0,23
Bester Monat +3,46% +3,33% +7,67% +7,67% +8,91%
Schlechtester Monat -4,99% -2,84% -4,99% -9,43% -10,82%
Maximaler Verlust -7,17% -3,75% -7,17% -28,57% -29,85%
Outperformance +4,56% - -1,96% +14,22% +26,59%
 
Alle Kurse in EUR

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
Morgan Stanley Investment Funds ... thesaurierend 30,9400 +20,81% -
Morgan Stanley Investment Funds ... ausschüttend 44,9400 - -
Morgan Stanley Investment Funds ... thesaurierend 178,1200 +15,44% -
Morgan Stanley Investment Funds ... thesaurierend 93,5900 +13,51% -
MSIF Global Brands CH EUR thesaurierend 65,9500 +13,34% -
MSIF Global Brands A EUR thesaurierend 33,3200 +19,68% +16,22%
Morgan Stanley Investment Funds ... thesaurierend 38,7700 +18,64% +12,87%
Morgan Stanley Investment Funds ... ausschüttend 79,7900 - -
Morgan Stanley Investment Funds ... ausschüttend 63,9100 - -
Morgan Stanley Investment Funds ... ausschüttend 33,6300 - -
Morgan Stanley Investment Funds ... ausschüttend 152,8600 +17,76% +10,34%
Morgan Stanley Investment Funds ... thesaurierend 114,8400 +15,61% +2,48%
Morgan Stanley Investment Funds ... thesaurierend 84,5400 +17,08% +6,68%
MSIF Global Brands Z EUR thesaurierend 32,6400 +20,84% +19,56%
Morgan Stanley Investment Funds ... ausschüttend 35,0300 - -
Morgan Stanley Investment Funds ... thesaurierend 116,0100 +17,75% +10,34%
Morgan Stanley Investment Funds ... thesaurierend 268,8300 +17,66% +10,08%
Morgan Stanley Investment Funds ... thesaurierend 60,2500 +17,65% +10,07%
MSIF Global Brands FH EUR thesaurierend 49,2400 +15,51% +2,07%
MSIF Global Brands FHX EUR ausschüttend 46,0700 +15,55% +2,21%
MSIF Global Brands FH CHF thesaurierend 46,3400 +12,61% -2,20%
Morgan Stanley Investment Funds ... ausschüttend 56,1700 - -
Morgan Stanley Investment Funds ... thesaurierend 115,5600 +14,45% -0,25%
Morgan Stanley Investment Funds ... ausschüttend 70,1900 +14,52% -0,26%
Morgan Stanley Investment Funds ... ausschüttend 87,5400 +16,60% +7,24%
Morgan Stanley Investment Funds ... thesaurierend 53,1300 +15,53% +2,21%
MSIF Global Brands AH CHF thesaurierend 64,1100 +11,77% -4,50%
Morgan Stanley Investment Funds ... thesaurierend 226,3400 +16,60% +7,23%

Performance

lfd. Jahr  
+9,04%
6 Monate  
+6,85%
1 Jahr  
+15,61%
3 Jahre  
+2,48%
5 Jahre  
+39,12%
10 Jahre  
+115,46%
seit Beginn  
+135,91%
Jahr
2023  
+13,64%
2022
  -19,89%
2021  
+21,10%
2020  
+10,41%
2019  
+25,41%
2018
  -4,76%
2017  
+23,45%
2016  
+3,42%
2015  
+5,66%