M&G (Lux) Optimal Income CI H USD Acc |
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 | -6.04 | 4.38 | 12.58 | -4.96 | 10.31 | -3.73 | 9.46 | 3.38 |
+/- Category | -0.16 | 3.31 | 0.25 | -1.88 | -0.65 | 1.54 | 5.42 | -1.58 |
+/- Category Index | - | - | - | - | 0.96 | 1.73 | 4.10 | -1.59 |
% Rank in Category | 49 | 8 | 50 | 74 | 57 | 36 | 2 | 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 | 0.67 | -0.61 | -0.53 |
3 Months | -0.13 | -0.09 | -0.13 |
6 Months | 0.70 | -1.15 | -1.06 |
YTD | 2.98 | -2.58 | -2.39 |
1 Year | 5.77 | -0.97 | -0.84 |
3 Years Annualised | 3.53 | 0.79 | 0.82 |
5 Years Annualised | 2.68 | 0.30 | 0.62 |
10 Years Annualised* | 5.08 | 0.66 | 0.42 |
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 | 2.37 | 0.70 | - | - |
2023 | 1.60 | 0.14 | 3.65 | 3.80 |
2022 | -2.74 | -1.30 | 2.47 | -2.14 |
2021 | 5.61 | 0.27 | 2.72 | 1.41 |
2020 | -8.66 | 6.22 | -2.53 | 0.50 |
2019 | 5.78 | 0.73 | 5.76 | -0.10 |
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