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MSIF US Insight Z USD/  LU1121088667  /

Fonds
NAV2024-10-31 Chg.-0.9600 Type of yield Investment Focus Investment company
56.9700USD -1.66% reinvestment Equity Mixed Sectors MSIM Fund M. (IE) ▶
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2017 - - - 3.22 -1.32 1.64 2.02 -1.55 3.74 0.59 3.56 2.35 -
2018 3.28 -2.43 -4.59 0.25 2.74 2.51 -0.29 3.13 0.94 -8.07 0.14 -7.05 -9.85%
2019 9.73 2.75 2.86 5.61 -6.41 4.75 3.56 -3.65 -11.30 1.43 9.38 -1.12 +16.58%
2020 8.42 -5.10 -5.86 22.76 15.58 12.11 12.90 6.03 2.10 -4.23 19.76 1.40 +118.97%
2021 3.33 3.30 -9.01 6.59 -4.26 12.48 -2.38 0.33 -6.61 5.74 0.73 -13.93 -6.51%
2022 -26.66 2.39 -2.31 -18.24 -22.21 -11.31 14.83 5.30 -11.53 -0.55 -6.78 -6.79 -61.75%
2023 16.59 -1.18 1.25 -4.62 10.70 9.90 8.04 -9.06 -4.54 -10.57 17.81 14.88 +53.66%
2024 -7.12 10.61 2.11 -8.48 -3.89 5.70 1.11 5.80 7.41 6.17 - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 27.23% 23.73% 28.34% 44.71% 40.69%
Sharpe ratio 0.74 2.11 2.05 -0.42 0.15
Best month +14.88% +7.41% +17.81% +17.81% +22.76%
Worst month -8.48% -8.48% -10.57% -26.66% -26.66%
Maximum loss -14.83% -14.01% -14.83% -71.05% -72.00%
Outperformance -5.11% - +15.76% +109.23% -
 
All quotes in USD

Share classes

Name   Type of yield Repurchase p. 1 Year 3 Years
MSIF US Insight I USD reinvestment 18.2400 +60.85% -39.86%
MSIF US Insight Z USD reinvestment 56.9700 +61.02% -39.73%
MSIF US Insight A USD reinvestment 52.0800 +59.51% -41.38%

Performance

YTD  
+18.99%
6 Months  
+23.93%
1 Year  
+61.02%
3 Years
  -39.73%
5 Years  
+54.85%
10 Years     -
Since start  
+74.06%
Year
2023  
+53.66%
2022
  -61.75%
2021
  -6.51%
2020  
+118.97%
2019  
+16.58%
2018
  -9.85%