Morgan Stanley Investment Funds - US Dollar Short Duration Bond Fund Z

ISIN: LU1387592295

Categoria Morningstar: USD Corporate Bond - Short Term

Società: Morgan Stanley IM

The Fund’s investment objective is to provide an attractive rate of return, measured in US Dollars. The Fund will seek to achieve its investment objective by investing primarily in high quality USD denominated Fixed Income Securities, and for the avoidance of doubt including asset backed securities (including mortgage backed securities). The weighted average duration of the Fund will normally be less than 1 year, although this may be higher under certain market conditions.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2022 2021 2020 2019 2018
Rendimento annuo: Fondo 1 anno: 12,77 3 anni: 3,83 5 anni: 4,38 Inizio: 2,97 2022: 9,57 2021: 7,63 2020: -5,92 2019: 5,83 2018: 7,06
Rendimento annuo: Categoria 1 anno: 9,99 3 anni: 2,79 5 anni: 3,79 Inizio: - 2022: 6,90 2021: 7,38 2020: -5,55 2019: 6,67 2018: 6,05
Rendimento annuo: Percentile 1 anno: 25,00 3 anni: 13,00 5 anni: 19,00 Inizio:- 2022: 26,00 2021: 34,00 2020: - 2019: 63,00 2018: 8,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 6,86 3 Sharpe Ratio: 0,20 5 Correlazione: 93,26 Beta: 0,48 Alfa: 0,14 Tracking error: 1,46 Info Ratio: -0,02
Fonte: Morningstar. Dati in euros. Categoria: USD Corporate Bond - Short Term. Data: 2022-08-12
Fonte: Morningstar. Dati in euros. Categoria: USD Corporate Bond - Short Term. Data: 2022-08-12