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| Morgan Stanley Investment Funds Sustainable Emerging Markets Equity Fund - A USD ACC | ISIN: LU0073229840 | KAG: MSIM Fund M. (IE) | |
| 1M | 3M | 6M | lfd. Jahr | 1J | 3J p.a. * | 5J p.a. * | 10J p.a. * | seit Beginn / p.a. * | |
|---|---|---|---|---|---|---|---|---|---|
| Performance: | 0,98% | 7,24% | 15,87% | 4,03% | 15,37% | -5,36% | 1,80% | 1,66% | 210,23% / 4,24% |
| Volatilität: | 16,37% | 13,33% | 13,39% | 13,33% | 13,82% | 18,41% | 20,35% | 17,64% | 20,64% |
| Sharpe Ratio: | 0,04 | 0,47 | 1,03 | 0,21 | 0,84 | - | 0,53 | 0,89 | 9,90 |
| pos. Monate (%): | - | 100,00% | 83,33% | 75,00% | 66,67% | 52,78% | 55,00% | 54,17% | 54,38% |
| Max. Verlust: | -4,67% | -4,67% | -6,65% | -6,54% | -11,97% | -38,79% | -40,23% | -40,23% | -68,37% |
| Beta: | 1,05 | 1,08 | 1,00 | 1,04 | 1,04 | 1,03 | 1,05 | 1,06 | - |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Jan | -3,36% | 7,80% | -5,50% | 3,08% | -4,78% | 7,11% | 8,19% | 5,41% | -7,04% | 0,55% | -6,63% |
| Feb | 3,00% | -7,31% | -6,80% | -1,31% | -7,15% | -0,44% | -3,85% | 1,82% | -0,03% | 2,53% | 5,23% |
| Mär | 2,94% | 0,25% | -1,45% | -3,76% | -17,29% | 0,15% | -1,55% | 2,62% | 10,17% | -0,87% | 0,79% |
| Apr | 1,00% | -1,10% | -8,85% | 1,53% | 11,43% | 1,61% | -1,53% | 3,40% | 1,44% | 4,74% | -0,60% |
| Mai | -0,24% | 0,20% | 0,71% | 2,83% | 1,29% | -5,56% | -5,50% | 3,34% | -1,06% | -2,73% | 3,48% |
| Jun | - | 4,34% | -12,09% | -0,22% | 8,41% | 5,81% | -5,27% | 0,37% | 2,68% | -1,09% | 2,02% |
| Jul | - | 4,43% | 4,68% | -4,12% | 10,28% | -1,31% | 2,20% | 5,15% | 4,33% | -4,84% | -0,59% |
| Aug | - | -5,20% | -1,08% | 3,65% | 0,99% | -3,31% | -3,30% | 1,37% | 1,36% | -8,96% | 3,69% |
| Sep | - | -3,01% | -7,92% | -5,18% | -2,58% | 1,99% | -1,71% | -0,62% | 2,11% | -0,49% | -6,96% |
| Okt | - | -3,50% | 2,30% | 2,07% | -0,44% | 4,34% | -7,43% | 1,81% | -1,21% | 4,17% | 0,60% |
| Nov | - | 8,18% | 12,15% | -4,12% | 9,24% | -0,38% | 3,61% | 0,43% | -7,10% | -2,15% | -1,00% |
| Dez | - | 5,55% | -4,15% | 1,65% | 6,13% | 6,92% | -1,99% | 3,74% | 0,74% | -2,93% | -3,51% |
| Berechnungsbasis: 02.05.2024 * annualisierte Berechnung bezieht sich ausschließlich auf Performance |
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