Morgan Stanley Investment Funds Global Opportunity Fund AH (EUR)/ LU0552385618 /
NAV17.10.2024 | Diff.+0,1300 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
---|---|---|---|---|
111,3800EUR | +0,12% | thesaurierend | Aktien weltweit | MSIM Fund M. (IE) ▶ |
Monatliche Performance
Jän | Feb | Mär | 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 | 6,17 | 5,97 | 1,31 | - | - | - |
Kennzahlen
lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
---|---|---|---|---|---|
Volatilität | 17,62% | 17,52% | 17,79% | 28,02% | 26,13% |
Sharpe Ratio | 1,37 | 1,17 | 2,18 | -0,19 | 0,24 |
Bester Monat | +6,24% | +6,17% | +14,81% | +15,04% | +15,04% |
Schlechtester Monat | -4,11% | -4,11% | -4,28% | -13,94% | -13,94% |
Maximaler Verlust | -11,00% | -9,68% | -11,00% | -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 | |
---|---|---|---|---|---|
MSIF Global Opportunity IH EUR | thesaurierend | 34,1800 | +43,19% | -3,64% | |
MSIF Global Opportunity ZH SEK | thesaurierend | 650,8600 | +42,71% | -5,40% | |
Morgan Stanley Investment Funds ... | thesaurierend | 36,8300 | +42,04% | - | |
Morgan Stanley Investment Funds ... | thesaurierend | 122,6500 | +43,13% | - | |
Morgan Stanley Investment Funds ... | thesaurierend | 96,7800 | +40,34% | - | |
MSIF Global Opportunity I GBP | thesaurierend | 28,3600 | +36,35% | - | |
MSIF Global Opportunity IH1 AUD | thesaurierend | 34,9800 | +43,36% | -0,14% | |
Morgan Stanley Investment Funds ... | thesaurierend | 160,1300 | +45,98% | +5,00% | |
MSIF Global Opportunity ZH EUR | thesaurierend | 66,2700 | +43,19% | -3,47% | |
MSIF Global Opportunity Z EUR | thesaurierend | 29,7300 | +42,11% | - | |
Morgan Stanley Investment Funds ... | thesaurierend | 140,9100 | +44,57% | +1,96% | |
Morgan Stanley Investment Funds ... | thesaurierend | 149,0700 | +45,88% | +4,74% | |
MSIF Global Opportunity A EUR | thesaurierend | 29,6600 | +40,77% | +9,16% | |
Morgan Stanley Investment Funds ... | thesaurierend | 111,3800 | +42,01% | -6,11% |
Performance
lfd. Jahr | +21,07% | ||
---|---|---|---|
6 Monate | +11,28% | ||
1 Jahr | +42,01% | ||
3 Jahre | -6,11% | ||
5 Jahre | +56,52% | ||
10 Jahre | +203,49% | ||
seit Beginn | +345,52% | ||
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% |