Morgan Stanley Investment Funds US Growth Fund - I/ LU0042381250 /
| NAV10.10.2024 | Diff.+1,4600 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 214,1200USD | +0,69% | thesaurierend | Aktien Branchenmix | MSIM Fund M. (IE) ▶ |
Monatliche Performance
| Jän | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1992 | - | - | - | - | - | - | - | - | 0,90 | 1,88 | 3,31 | 0,28 | - |
| 1993 | -1,22 | -1,24 | 2,02 | -1,70 | 2,69 | -1,68 | -1,62 | 2,71 | 3,30 | 1,37 | -2,61 | 3,14 | - |
| 1994 | 3,04 | -1,30 | -3,96 | 1,28 | 0,45 | -3,06 | 3,16 | 5,50 | -2,82 | 2,64 | -3,25 | 0,62 | - |
| 1995 | 3,08 | 4,18 | 2,38 | 2,24 | 5,01 | 3,43 | 5,04 | 0,89 | 5,23 | -0,19 | 4,60 | 0,56 | - |
| 1996 | 4,25 | 3,19 | 0,63 | 1,02 | 4,45 | 1,35 | -4,84 | 2,68 | 5,44 | 2,01 | 5,16 | 0,63 | - |
| 1997 | 4,88 | 1,96 | -2,64 | 0,28 | 3,62 | 4,11 | 7,89 | -4,45 | 7,53 | -3,18 | 2,61 | 4,70 | +29,88% |
| 1998 | 1,95 | 9,21 | 4,50 | -2,63 | -1,82 | 3,11 | -2,70 | -17,38 | 4,31 | 7,88 | 5,36 | 7,41 | +17,41% |
| 1999 | 5,58 | -3,83 | 5,50 | 1,29 | -2,05 | 7,79 | -2,68 | 0,67 | 0,31 | 4,93 | 3,80 | 8,54 | +33,07% |
| 2000 | -2,07 | 2,55 | 8,82 | -4,74 | -4,07 | 5,54 | -1,92 | 7,18 | -7,42 | -2,00 | -12,05 | -1,55 | -12,96% |
| 2001 | 4,71 | -12,61 | -11,15 | 11,25 | 0,27 | -1,94 | -2,80 | -6,89 | -6,93 | 3,69 | 8,78 | -0,26 | -15,72% |
| 2002 | -2,44 | -3,59 | 2,94 | -6,70 | -1,67 | -7,56 | -8,21 | -0,17 | -9,73 | 9,46 | 4,15 | -7,34 | -28,26% |
| 2003 | -2,64 | -1,15 | 2,51 | 6,94 | 3,95 | 1,10 | 2,30 | 1,78 | -1,90 | 5,30 | 0,53 | 3,51 | +24,08% |
| 2004 | 2,13 | 0,49 | -1,65 | -0,86 | 1,26 | 0,57 | -6,48 | -0,68 | 2,86 | 1,70 | 4,95 | 3,40 | +7,47% |
| 2005 | -5,47 | 2,20 | -2,61 | -3,64 | 8,44 | 1,67 | 6,04 | -3,39 | 3,05 | 1,30 | 7,79 | -0,41 | +14,77% |
| 2006 | 2,34 | -1,80 | -0,41 | 1,02 | -6,02 | 1,45 | -4,88 | 2,71 | 2,48 | 4,82 | 2,83 | -0,53 | +3,48% |
| 2007 | 2,49 | -1,52 | 1,99 | 5,19 | 3,34 | -2,68 | 0,03 | 0,47 | 9,01 | 5,97 | -4,11 | -0,30 | +20,86% |
| 2008 | -11,39 | 1,24 | -1,93 | 9,62 | 2,55 | -8,61 | -4,92 | -0,90 | -19,82 | -17,47 | -13,11 | 0,33 | -50,87% |
| 2009 | 0,90 | -5,42 | 8,48 | 18,11 | 2,18 | 0,95 | 8,91 | 2,25 | 5,90 | 1,54 | 2,77 | 5,83 | +64,26% |
| 2010 | -3,77 | -0,42 | 8,56 | 3,90 | -7,99 | -4,43 | 4,85 | -2,06 | 12,20 | 4,53 | 2,46 | 2,30 | +19,97% |
| 2011 | 1,40 | 3,81 | 1,42 | 4,30 | -1,63 | -0,95 | 2,45 | -4,80 | -10,80 | 10,64 | -5,64 | -1,91 | -3,33% |
| 2012 | 8,17 | 6,88 | 4,73 | -2,27 | -10,56 | 2,67 | -0,99 | 0,33 | 4,58 | -3,72 | 4,32 | -0,75 | +12,54% |
| 2013 | 5,64 | -0,59 | 2,30 | 2,05 | 5,22 | -2,00 | 8,35 | 0,82 | 7,03 | 3,58 | 2,77 | 4,83 | +47,49% |
| 2014 | 0,62 | 6,85 | -7,17 | -6,11 | 5,88 | 4,13 | 0,12 | 4,06 | -2,43 | 2,45 | 1,55 | -2,05 | +7,01% |
| 2015 | 0,15 | 8,13 | -2,38 | 1,96 | -0,20 | -1,10 | 6,17 | -6,20 | -6,44 | 8,74 | 3,44 | -0,13 | +11,38% |
| 2016 | -11,78 | 0,03 | 6,51 | -0,15 | 2,49 | -1,50 | 7,10 | 0,83 | 2,46 | -2,75 | -1,56 | -2,76 | -2,40% |
| 2017 | 9,42 | 2,60 | 2,94 | 4,11 | 6,17 | -0,48 | 3,59 | 2,00 | -1,48 | 6,04 | 1,42 | 1,26 | +44,14% |
| 2018 | 9,92 | 1,62 | -4,36 | 2,97 | 6,26 | 1,74 | -1,43 | 9,60 | -0,64 | -10,72 | 0,39 | -7,71 | +5,58% |
| 2019 | 12,36 | 4,65 | 0,98 | 4,88 | -3,85 | 5,91 | 2,33 | -4,52 | -8,44 | 0,76 | 8,89 | -1,72 | +22,32% |
| 2020 | 8,21 | -4,87 | -4,98 | 21,31 | 15,57 | 11,65 | 11,36 | 6,41 | 3,09 | -4,20 | 18,35 | 2,38 | +117,14% |
| 2021 | 1,22 | 3,20 | -7,18 | 7,40 | -3,84 | 13,30 | 0,05 | 1,38 | -6,66 | 6,95 | 1,16 | -12,33 | +1,88% |
| 2022 | -25,33 | 0,81 | -2,10 | -17,22 | -22,14 | -10,39 | 13,72 | 5,27 | -11,56 | 0,98 | -6,37 | -6,79 | -60,29% |
| 2023 | 15,77 | -1,70 | 1,22 | -5,21 | 11,22 | 9,63 | 7,28 | -8,38 | -4,44 | -10,55 | 17,51 | 13,60 | +49,29% |
| 2024 | -5,88 | 10,35 | 2,32 | -8,15 | -4,24 | 6,18 | -0,12 | 6,22 | 6,16 | 1,53 | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 27,78% | 25,89% | 28,73% | 43,51% | 39,36% |
| Sharpe Ratio | 0,52 | 0,87 | 1,10 | -0,40 | 0,16 |
| Bester Monat | +13,60% | +6,22% | +17,51% | +17,51% | +21,31% |
| Schlechtester Monat | -8,15% | -8,15% | -10,55% | -25,33% | -25,33% |
| Maximaler Verlust | -15,51% | -14,32% | -15,51% | -69,11% | -69,11% |
| Outperformance | +83,53% | - | +93,49% | +120,94% | +186,23% |
Alle Kurse in USD
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| Morgan Stanley Investment Funds ... | thesaurierend | 35,2000 | +30,71% | - | |
| Morgan Stanley Investment Funds ... | thesaurierend | 133,9800 | +32,59% | - | |
| Morgan Stanley Investment Funds ... | thesaurierend | 85,5600 | +29,73% | - | |
| Morgan Stanley Investment Funds ... | thesaurierend | 214,1200 | +34,92% | -37,06% | |
| Morgan Stanley Investment Funds ... | thesaurierend | 109,1700 | +32,10% | -42,83% | |
| MSIF US Growth IH EUR | thesaurierend | 30,6000 | +32,01% | -42,97% | |
| MSIF US Growth F USD | thesaurierend | 78,8000 | +34,86% | -37,15% | |
| Morgan Stanley Investment Funds ... | thesaurierend | 175,7100 | +33,92% | -38,46% | |
| Morgan Stanley Investment Funds ... | thesaurierend | 97,8500 | +31,03% | -44,18% | |
| MSIF US Growth AX USD | ausschüttend | 175,7100 | +33,92% | -38,46% | |
| MSIF US Growth AEUR | thesaurierend | 17,7000 | +29,77% | -34,85% | |
| MSIF US Growth IX GBP | ausschüttend | 163,6400 | +26,55% | - | |
| Morgan Stanley Investment Funds ... | thesaurierend | 104,4100 | - | - |
Performance
| lfd. Jahr | +13,50% | ||
|---|---|---|---|
| 6 Monate | +12,25% | ||
| 1 Jahr | +34,92% | ||
| 3 Jahre | -37,06% | ||
| 5 Jahre | +58,68% | ||
| 10 Jahre | +210,68% | ||
| seit Beginn | +2041,20% | ||
| Jahr | |||
| 2023 | +49,29% | ||
| 2022 | -60,29% | ||
| 2021 | +1,88% | ||
| 2020 | +117,14% | ||
| 2019 | +22,32% | ||
| 2018 | +5,58% | ||
| 2017 | +44,14% | ||
| 2016 | -2,40% | ||
| 2015 | +11,38% | ||
