M&G (Lux) Optimal Income C 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 | 4.33 | 12.57 | -4.98 | 10.23 | -3.90 | 9.42 | 3.37 |
+/- Category | -0.16 | 3.26 | 0.24 | -1.90 | -0.73 | 1.38 | 5.38 | -1.59 |
+/- Category Index | - | - | - | - | 0.88 | 1.57 | 4.06 | -1.60 |
% Rank in Category | 49 | 9 | 50 | 74 | 60 | 37 | 2 | 86 |
Trailing Returns (EUR) | 27/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.23 | -0.23 | -0.31 |
1 Week | -0.67 | -0.76 | -0.83 |
1 Month | 0.67 | -0.61 | -0.53 |
3 Months | -0.13 | -0.09 | -0.13 |
6 Months | 0.68 | -1.16 | -1.07 |
YTD | 2.97 | -2.59 | -2.40 |
1 Year | 5.76 | -0.98 | -0.85 |
3 Years Annualised | 3.44 | 0.70 | 0.73 |
5 Years Annualised | 2.62 | 0.24 | 0.56 |
10 Years Annualised* | 5.04 | 0.62 | 0.38 |
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 | 0.69 | - | - |
2023 | 1.57 | 0.14 | 3.63 | 3.81 |
2022 | -2.78 | -1.31 | 2.45 | -2.23 |
2021 | 5.60 | 0.28 | 2.69 | 1.38 |
2020 | -8.67 | 6.21 | -2.53 | 0.50 |
2019 | 5.81 | 0.72 | 5.72 | -0.08 |
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