M&G (Lux) Optimal Income CI H USD Inc |
Growth Of 1000 (EUR) | 31/08/2024 |
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Annual Returns (EUR) | 31/08/2024 | |||||||
2017* | 2018* | 2019* | 2020 | 2021 | 2022 | 2023 | 31/08 | |
Total Return | -6.02 | 3.31 | 12.68 | -5.19 | 10.31 | -3.80 | 9.38 | 3.42 |
+/- Category | -0.15 | 2.25 | 0.35 | -2.12 | -0.65 | 1.48 | 5.35 | -1.53 |
+/- Category Index | - | - | - | - | 0.95 | 1.67 | 4.02 | -1.54 |
% Rank in Category | 49 | 20 | 49 | 77 | 57 | 37 | 3 | 86 |
Trailing Returns (EUR) | 27/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.23 | -0.23 | -0.31 |
1 Week | -0.66 | -0.76 | -0.83 |
1 Month | 0.68 | -0.61 | -0.53 |
3 Months | -0.12 | -0.08 | -0.12 |
6 Months | 0.74 | -1.11 | -1.02 |
YTD | 3.03 | -2.53 | -2.34 |
1 Year | 5.78 | -0.96 | -0.84 |
3 Years Annualised | 3.50 | 0.76 | 0.78 |
5 Years Annualised | 2.61 | 0.22 | 0.54 |
10 Years Annualised* | 4.98 | 0.55 | 0.32 |
Category: USD Cautious Allocation | |||
Category Index: Morningstar EAA USD Cau Tgt Alloc NR USD |
Quarterly Returns (EUR) | 31/08/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.38 | 0.73 | - | - |
2023 | 1.60 | 0.09 | 3.67 | 3.76 |
2022 | -2.74 | -1.25 | 2.47 | -2.25 |
2021 | 5.62 | 0.28 | 2.70 | 1.41 |
2020 | -8.64 | 5.98 | -2.52 | 0.45 |
2019 | 5.89* | 0.73 | 5.77 | -0.12 |
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