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Morgan Stanley Investment Funds Global Opportunity Fund AH (EUR)/  LU0552385618  /

Fonds
NAV05.08.2024 Diff.-2,4100 Ertragstyp Ausrichtung Fondsgesellschaft
92,0900EUR -2,55% thesaurierend Aktien weltweit MSIM Fund M. (IE) ▶
 

Monatliche Performance

  Jan Feb Mrz Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2010 - - - - - - - - - - - 3,72 -
2011 -0,96 3,89 1,80 7,99 -3,00 -1,93 1,61 -5,50 -14,41 13,56 -4,92 -3,19 -7,56%
2012 7,22 6,23 0,29 -0,44 -10,20 2,25 -2,72 0,94 3,91 -1,06 1,78 0,78 +8,14%
2013 5,79 -3,61 0,61 -0,38 3,70 -2,99 8,82 0,76 7,94 5,36 3,64 3,75 +37,85%
2014 -1,48 7,36 -4,13 -5,69 6,32 3,41 1,65 3,51 -3,42 1,60 1,37 -2,39 +7,42%
2015 1,93 5,44 -0,63 4,51 0,89 1,02 2,38 -6,17 -3,48 11,86 1,35 -0,61 +18,84%
2016 -6,97 -3,13 5,99 1,17 2,54 -3,28 6,22 -0,32 1,47 -0,26 -3,25 -1,41 -2,04%
2017 5,42 4,27 4,40 4,53 4,42 -0,05 6,54 1,19 1,23 2,62 0,85 2,79 +45,32%
2018 8,12 -1,47 -3,63 3,62 5,41 -1,47 -1,88 1,34 -1,78 -11,29 0,35 -6,27 -9,96%
2019 9,96 3,44 3,29 5,46 -5,62 5,78 0,35 -1,97 -2,47 3,26 4,79 1,88 +30,81%
2020 2,77 -8,27 -6,84 12,84 7,10 7,27 7,52 10,68 0,04 -3,13 11,06 3,37 +50,75%
2021 -1,29 2,43 -3,41 6,84 -2,10 3,40 -2,83 1,72 -4,56 3,95 -3,15 -1,65 -1,34%
2022 -13,94 -5,76 -2,30 -12,84 -8,91 -11,85 12,14 -0,41 -12,63 1,67 5,58 -4,80 -44,70%
2023 15,04 -1,51 4,98 -0,16 4,71 6,46 4,46 -3,24 -5,53 -4,28 14,81 5,29 +46,26%
2024 2,10 6,24 2,74 -4,11 -1,91 4,85 -3,35 -5,76 - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 18,09% 17,90% 18,42% 28,01% 26,11%
Sharpe Ratio -0,19 -0,65 0,35 -0,42 0,08
Bester Monat +6,24% +6,24% +14,81% +15,04% +15,04%
Schlechtester Monat -5,76% -5,76% -5,76% -13,94% -13,94%
Maximaler Verlust -11,00% -11,00% -12,49% -53,17% -54,53%
Outperformance +48,42% - +53,99% +66,29% +121,70%
 
Alle Kurse in EUR

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
Morgan Stanley Investment Funds ... thesaurierend 101,2100 +10,93% -
Morgan Stanley Investment Funds ... thesaurierend 80,1900 +8,76% -
MSIF Global Opportunity IH EUR thesaurierend 28,2100 +10,93% -20,29%
MSIF Global Opportunity I GBP thesaurierend 23,7100 +12,90% -
MSIF Global Opportunity ZH SEK thesaurierend 538,0600 +10,65% -21,58%
MSIF Global Opportunity IH1 AUD thesaurierend 28,7700 +11,55% -17,35%
Morgan Stanley Investment Funds ... thesaurierend 29,8900 +13,22% -
Morgan Stanley Investment Funds ... thesaurierend 131,6100 +13,14% -13,34%
MSIF Global Opportunity ZH EUR thesaurierend 54,6900 +10,93% -20,15%
MSIF Global Opportunity Z EUR thesaurierend 24,1300 +13,34% -
Morgan Stanley Investment Funds ... thesaurierend 116,0400 +12,04% -15,85%
Morgan Stanley Investment Funds ... thesaurierend 122,5400 +13,04% -13,54%
MSIF Global Opportunity A EUR thesaurierend 24,1200 +12,24% -9,19%
Morgan Stanley Investment Funds ... thesaurierend 92,0900 +10,01% -22,35%

Performance

lfd. Jahr  
+0,10%
6 Monate
  -4,08%
1 Jahr  
+10,01%
3 Jahre
  -22,35%
5 Jahre  
+32,81%
10 Jahre  
+139,69%
seit Beginn  
+268,36%
Jahr
2023  
+46,26%
2022
  -44,70%
2021
  -1,34%
2020  
+50,75%
2019  
+30,81%
2018
  -9,96%
2017  
+45,32%
2016
  -2,04%
2015  
+18,84%