MSIF US Insight A USD/ LU1121084831 /
| NAV31.10.2024 | Diff.-0,8800 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 52,0800USD | -1,66% | thesaurierend | Aktien Branchenmix | MSIM Fund M. (IE) ▶ |
Monatliche Performance
| Jan | Feb | Mrz | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2017 | - | - | - | 3,16 | -1,38 | 1,52 | 1,95 | -1,62 | 3,68 | 0,52 | 3,45 | 2,31 | - |
| 2018 | 3,18 | -2,50 | -4,64 | 0,17 | 2,66 | 2,42 | -0,35 | 3,05 | 0,89 | -8,17 | 0,08 | -7,14 | -10,67% |
| 2019 | 9,64 | 2,72 | 2,75 | 5,54 | -6,50 | 4,68 | 3,48 | -3,73 | -11,33 | 1,35 | 9,29 | -1,20 | +15,56% |
| 2020 | 8,31 | -5,15 | -5,94 | 22,67 | 15,49 | 12,03 | 12,81 | 5,94 | 2,04 | -4,30 | 19,66 | 1,33 | +117,02% |
| 2021 | 3,26 | 3,23 | -9,08 | 6,52 | -4,33 | 12,41 | -2,46 | 0,25 | -6,68 | 5,66 | 0,66 | -14,01 | -7,36% |
| 2022 | -26,71 | 2,32 | -2,37 | -18,32 | -22,27 | -11,37 | 14,73 | 5,23 | -11,60 | -0,62 | -6,86 | -6,88 | -62,10% |
| 2023 | 16,50 | -1,24 | 1,17 | -4,69 | 10,61 | 9,79 | 7,97 | -9,14 | -4,62 | -10,60 | 17,67 | 14,81 | +52,26% |
| 2024 | -7,21 | 10,53 | 2,03 | -8,54 | -3,98 | 5,62 | 1,03 | 5,73 | 7,32 | 6,09 | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 27,22% | 23,72% | 28,33% | 44,70% | 40,68% |
| Sharpe Ratio | 0,70 | 2,05 | 1,99 | -0,43 | 0,13 |
| Bester Monat | +14,81% | +7,32% | +17,67% | +17,67% | +22,67% |
| Schlechtester Monat | -8,54% | -8,54% | -10,60% | -26,71% | -26,71% |
| Maximaler Verlust | -15,10% | -14,04% | -15,10% | -71,36% | -72,49% |
| Outperformance | -5,59% | - | +14,36% | +102,48% | - |
Alle Kurse in USD
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| MSIF US Insight I USD | thesaurierend | 18,2400 | +60,85% | -39,86% | |
| MSIF US Insight Z USD | thesaurierend | 56,9700 | +61,02% | -39,73% | |
| MSIF US Insight A USD | thesaurierend | 52,0800 | +59,51% | -41,38% |
Performance
| lfd. Jahr | +18,07% | ||
|---|---|---|---|
| 6 Monate | +23,35% | ||
| 1 Jahr | +59,51% | ||
| 3 Jahre | -41,38% | ||
| 5 Jahre | +47,91% | ||
| 10 Jahre | - | ||
| seit Beginn | +62,50% | ||
| Jahr | |||
| 2023 | +52,26% | ||
| 2022 | -62,10% | ||
| 2021 | -7,36% | ||
| 2020 | +117,02% | ||
| 2019 | +15,56% | ||
| 2018 | -10,67% | ||
