Morgan Stanley Investment Funds - US Dollar Short Duration Bond Fund Z
ISIN: LU1387592295
Categoria Morningstar: USD Corporate Bond - Short Term
Società: Morgan Stanley IM
ISIN: LU1387592295
Categoria Morningstar: USD Corporate Bond - Short Term
Società: Morgan Stanley IM
The Fund’s investment objective is to increase the value of your investment through a combination of income and growth of capital (total return). The fund invests at least 70% of total net assets in a range of investment grade fixed income securities, such as government and corporate bonds, issued in developed markets and denominated in USD.
Rendimento annuo | 1 anno | 3 anni | 5 anni | Inizio | 2025 | 2024 | 2023 | 2022 | 2021 |
---|---|---|---|---|---|---|---|---|---|
Rendimento annuo: Fondo | 1 anno: 9,68 | 3 anni: 7,51 | 5 anni: 3,93 | Inizio: 3,46 | 2025: 0,59 | 2024: 12,62 | 2023: 2,32 | 2022: 6,02 | 2021: 7,63 |
Rendimento annuo: Categoria | 1 anno: 9,73 | 3 anni: 6,53 | 5 anni: 3,22 | Inizio: - | 2025: 0,68 | 2024: 12,09 | 2023: 2,18 | 2022: 2,56 | 2021: 7,38 |
Rendimento annuo: Percentile | 1 anno: 24,00 | 3 anni: 17,00 | 5 anni: 17,00 | Inizio:- | 2025: 71,00 | 2024: 21,00 | 2023: 39,00 | 2022: 22,00 | 2021: 34,00 |
Rischio | Volatilità | Sharpe Ratio | Correlazione | Beta | Alfa | Tracking error | Info Ratio |
---|---|---|---|---|---|---|---|
Rischio: 3 anni | 1 Volatilità: 7,06 | 3 Sharpe Ratio: -0,49 | 5 Correlazione: 92,74 | Beta: 0,40 | Alfa: 0,12 | Tracking error: 1,50 | Info Ratio: 0,71 |