Morgan Stanley Investment Funds US Growth Fund - A/ LU0073232471 /
| NAV07.11.2024 | Diff.+4,0300 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 195,2800USD | +2,11% | thesaurierend | Aktien Branchenmix | MSIM Fund M. (IE) ▶ |
Monatliche Performance
| Jän | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1997 | - | 1,54 | -2,73 | 0,23 | 3,58 | 4,07 | 7,83 | -4,38 | 7,47 | -3,26 | 2,58 | 4,64 | +22,79% |
| 1998 | 1,89 | 9,14 | 4,45 | -2,67 | -1,86 | 3,07 | -2,72 | -17,41 | 4,27 | 7,80 | 5,33 | 7,31 | +16,71% |
| 1999 | 5,54 | -3,84 | 5,43 | 1,21 | -2,11 | 7,77 | -2,74 | 0,66 | 0,25 | 4,86 | 3,74 | 8,47 | +32,31% |
| 2000 | -2,11 | 2,49 | 8,78 | -4,78 | -4,12 | 5,50 | -1,98 | 7,13 | -7,46 | -2,04 | -12,08 | -1,58 | -13,41% |
| 2001 | 4,64 | -12,66 | -11,19 | 11,21 | 0,21 | -2,02 | -2,84 | -6,90 | -7,00 | 3,67 | 8,69 | -0,30 | -16,23% |
| 2002 | -2,48 | -3,62 | 2,88 | -6,76 | -1,68 | -7,59 | -8,30 | -0,22 | -9,73 | 9,37 | 4,10 | -7,41 | -28,68% |
| 2003 | -2,68 | -1,19 | 2,45 | 6,90 | 3,91 | 1,01 | 2,30 | 1,68 | -1,93 | 5,25 | 0,51 | 3,41 | +23,37% |
| 2004 | 2,06 | 0,44 | -1,72 | -0,89 | 1,16 | 0,52 | -6,54 | -0,75 | 2,79 | 1,63 | 4,92 | 3,34 | +6,68% |
| 2005 | -5,56 | 2,16 | -2,66 | -3,74 | 8,40 | 1,58 | 6,00 | -3,47 | 3,00 | 1,21 | 7,75 | -0,46 | +13,89% |
| 2006 | 2,25 | -1,87 | -0,46 | 0,99 | -6,09 | 1,34 | -4,92 | 2,67 | 2,41 | 4,73 | 2,80 | -0,63 | +2,66% |
| 2007 | 2,44 | -1,59 | 1,91 | 5,12 | 3,29 | -2,75 | -0,03 | 0,39 | 8,98 | 5,86 | -4,14 | -0,37 | +19,94% |
| 2008 | -11,46 | 1,19 | -1,99 | 9,54 | 2,48 | -8,65 | -4,98 | -0,97 | -19,89 | -17,51 | -13,12 | 0,21 | -51,25% |
| 2009 | 0,82 | -5,46 | 8,42 | 18,02 | 2,15 | 0,83 | 8,85 | 2,22 | 5,82 | 1,46 | 2,71 | 5,77 | +63,01% |
| 2010 | -3,85 | -0,46 | 8,47 | 3,83 | -8,02 | -4,52 | 4,80 | -2,16 | 12,16 | 4,46 | 2,39 | 2,22 | +19,03% |
| 2011 | 1,33 | 3,77 | 1,36 | 4,20 | -1,67 | -1,02 | 2,40 | -4,89 | -10,85 | 10,59 | -5,72 | -2,09 | -4,19% |
| 2012 | 8,22 | 6,83 | 4,67 | -2,33 | -10,63 | 2,62 | -1,05 | 0,26 | 4,53 | -3,79 | 4,25 | -0,81 | +11,82% |
| 2013 | 5,57 | -0,66 | 2,24 | 1,98 | 5,14 | -2,04 | 8,26 | 0,75 | 6,95 | 3,52 | 2,71 | 4,77 | +46,35% |
| 2014 | 0,54 | 6,79 | -7,23 | -6,16 | 5,81 | 4,05 | 0,07 | 3,99 | -2,51 | 2,40 | 1,49 | -2,12 | +6,19% |
| 2015 | 0,10 | 7,91 | -2,30 | 1,90 | -0,27 | -1,16 | 6,10 | -6,26 | -6,51 | 8,68 | 3,37 | -0,19 | +10,53% |
| 2016 | -11,84 | -0,03 | 6,44 | -0,20 | 2,43 | -1,58 | 7,04 | 0,77 | 2,39 | -2,81 | -1,62 | -2,82 | -3,14% |
| 2017 | 9,34 | 2,54 | 2,88 | 4,05 | 6,10 | -0,54 | 3,52 | 1,94 | -1,55 | 5,98 | 1,37 | 1,20 | +43,06% |
| 2018 | 9,84 | 1,56 | -4,42 | 2,90 | 6,20 | 1,68 | -1,50 | 9,53 | -0,70 | -10,78 | 0,33 | -7,76 | +4,78% |
| 2019 | 12,28 | 4,60 | 0,92 | 4,81 | -3,91 | 5,84 | 2,26 | -4,57 | -8,50 | 0,69 | 8,82 | -1,78 | +21,40% |
| 2020 | 8,14 | -4,93 | -5,03 | 21,23 | 15,51 | 11,57 | 11,29 | 6,35 | 3,03 | -4,26 | 18,27 | 2,32 | +115,52% |
| 2021 | 1,16 | 3,14 | -7,24 | 7,33 | -3,91 | 13,23 | -0,01 | 1,32 | -6,72 | 6,89 | 1,10 | -12,39 | +1,12% |
| 2022 | -25,38 | 0,75 | -2,16 | -17,27 | -22,19 | -10,45 | 13,66 | 5,19 | -11,61 | 0,92 | -6,44 | -6,85 | -60,59% |
| 2023 | 15,70 | -1,76 | 1,16 | -5,27 | 11,15 | 9,56 | 7,21 | -8,44 | -4,50 | -10,61 | 17,44 | 13,53 | +48,19% |
| 2024 | -5,95 | 11,45 | 1,19 | -8,20 | -4,30 | 6,12 | -0,19 | 6,15 | 6,09 | 6,19 | 6,23 | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 27,19% | 24,04% | 27,58% | 43,64% | 39,47% |
| Sharpe Ratio | 1,01 | 2,26 | 1,94 | -0,40 | 0,22 |
| Bester Monat | +13,53% | +6,23% | +17,44% | +17,44% | +21,23% |
| Schlechtester Monat | -8,20% | -4,30% | -8,20% | -25,38% | -25,38% |
| Maximaler Verlust | -15,73% | -14,35% | -15,73% | -69,37% | -69,37% |
| Outperformance | -7,37% | - | +4,08% | +107,88% | +224,93% |
Alle Kurse in USD
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| Morgan Stanley Investment Funds ... | thesaurierend | 39,6100 | +55,76% | - | |
| Morgan Stanley Investment Funds ... | thesaurierend | 148,7900 | +54,94% | - | |
| Morgan Stanley Investment Funds ... | thesaurierend | 94,9600 | +51,69% | - | |
| Morgan Stanley Investment Funds ... | thesaurierend | 238,1000 | +57,67% | -35,55% | |
| Morgan Stanley Investment Funds ... | thesaurierend | 121,3300 | +54,46% | -41,44% | |
| MSIF US Growth IH EUR | thesaurierend | 34,0000 | +54,27% | -41,60% | |
| MSIF US Growth F USD | thesaurierend | 87,6300 | +57,61% | -35,64% | |
| Morgan Stanley Investment Funds ... | thesaurierend | 195,2800 | +56,50% | -36,98% | |
| Morgan Stanley Investment Funds ... | thesaurierend | 108,6800 | +53,18% | -42,83% | |
| MSIF US Growth AX USD | ausschüttend | 195,2800 | +56,50% | -36,98% | |
| MSIF US Growth AEUR | thesaurierend | 19,9000 | +54,50% | -32,52% | |
| MSIF US Growth IX GBP | ausschüttend | 182,9800 | +49,26% | - | |
| Morgan Stanley Investment Funds ... | thesaurierend | 117,3700 | - | - |
Performance
| lfd. Jahr | +25,40% | ||
|---|---|---|---|
| 6 Monate | +25,65% | ||
| 1 Jahr | +56,50% | ||
| 3 Jahre | -36,98% | ||
| 5 Jahre | +73,20% | ||
| 10 Jahre | +212,05% | ||
| seit Beginn | +786,43% | ||
| Jahr | |||
| 2023 | +48,19% | ||
| 2022 | -60,59% | ||
| 2021 | +1,12% | ||
| 2020 | +115,52% | ||
| 2019 | +21,40% | ||
| 2018 | +4,78% | ||
| 2017 | +43,06% | ||
| 2016 | -3,14% | ||
| 2015 | +10,53% | ||
