Morgan Stanley Investment Funds - US Advantage Fund ZXRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/06/2024 |
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Annual Returns (GBP) | 30/06/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/06 | |
Price Return | 20.70 | 8.09 | 21.65 | 71.54 | -2.23 | -48.90 | 37.54 | 0.46 |
+/- Category | 4.77 | 5.74 | -5.58 | 40.39 | -24.15 | -27.38 | 10.84 | -15.05 |
+/- Category Index | 5.06 | 3.74 | -7.68 | 39.63 | -29.58 | -25.64 | 5.51 | -20.98 |
% Rank in Category | 22 | 12 | 88 | 4 | 97 | 98 | 20 | 98 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 1.22 | 0.76 | 0.97 |
1 Week | 0.03 | 0.73 | 1.22 |
1 Month | 2.61 | 1.63 | 1.48 |
3 Months | -4.43 | -9.08 | -14.56 |
6 Months | 4.00 | -11.82 | -17.17 |
YTD | 0.44 | -15.39 | -21.75 |
1 Year | 5.31 | -21.51 | -29.32 |
3 Years Annualised | -13.28 | -19.89 | -24.76 |
5 Years Annualised | 1.45 | -10.99 | -14.62 |
10 Years Annualised | 12.19 | -3.94 | -5.81 |
Category: US Large-Cap Growth Equity | |||
Category Index: Morningstar US LM Brd Growth NR USD |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 9.17 | -7.98 | - | - |
2023 | 14.05 | 12.14 | -6.28 | 14.74 |
2022 | -22.89 | -34.41 | 16.41 | -13.21 |
2021 | -4.10 | 12.38 | -3.41 | -6.07 |
2020 | -2.29 | 44.92 | 10.44 | 9.69 |
2019 | 15.15 | 9.47 | 0.73 | -4.20 |
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