Morgan Stanley Investment Funds US Growth Fund - A/ LU0073232471 /
NAV29.08.2024 | Diff.+3,2900 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
---|---|---|---|---|
162,6900USD | +2,06% | thesaurierend | Aktien Branchenmix | MSIM Fund M. (IE) ▶ |
Monatliche Performance
Jan | Feb | Mrz | 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 | 5,85 | - | - | - | - | - |
Kennzahlen
lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
---|---|---|---|---|---|
Volatilität | 29,12% | 27,96% | 29,70% | 43,74% | 39,52% |
Sharpe Ratio | 0,12 | -0,04 | 0,72 | -0,51 | 0,05 |
Bester Monat | +13,53% | +11,45% | +17,44% | +17,44% | +21,23% |
Schlechtester Monat | -8,20% | -8,20% | -10,61% | -25,38% | -25,38% |
Maximaler Verlust | -15,73% | -15,73% | -18,63% | -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 | 32,1400 | +23,05% | - | |
Morgan Stanley Investment Funds ... | thesaurierend | 124,2000 | +23,74% | - | |
Morgan Stanley Investment Funds ... | thesaurierend | 79,5000 | +21,08% | - | |
Morgan Stanley Investment Funds ... | thesaurierend | 198,0800 | +25,93% | -45,25% | |
Morgan Stanley Investment Funds ... | thesaurierend | 101,2200 | +23,27% | -50,22% | |
MSIF US Growth IH EUR | thesaurierend | 28,3700 | +23,19% | -50,35% | |
MSIF US Growth F USD | thesaurierend | 72,9000 | +25,86% | -45,33% | |
Morgan Stanley Investment Funds ... | thesaurierend | 162,6900 | +24,98% | -46,47% | |
Morgan Stanley Investment Funds ... | thesaurierend | 90,8100 | +22,27% | -51,40% | |
MSIF US Growth AX USD | ausschüttend | 162,6900 | +24,98% | -46,47% | |
MSIF US Growth AEUR | thesaurierend | 16,1700 | +22,04% | -43,06% | |
MSIF US Growth IX GBP | ausschüttend | 150,2200 | +20,54% | - | |
Morgan Stanley Investment Funds ... | thesaurierend | 95,5200 | - | - |
Performance
lfd. Jahr | +4,47% | ||
---|---|---|---|
6 Monate | +1,16% | ||
1 Jahr | +24,98% | ||
3 Jahre | -46,47% | ||
5 Jahre | +31,12% | ||
10 Jahre | +156,89% | ||
seit Beginn | +638,49% | ||
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% |