M&G (Lux) Optimal Income A 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 | -6.49 | 3.81 | 11.93 | -5.42 | 9.68 | -4.36 | 8.78 | 3.04 |
+/- Category | -0.61 | 2.75 | -0.40 | -2.35 | -1.28 | 0.92 | 4.74 | -1.91 |
+/- Category Index | - | - | - | - | 0.33 | 1.11 | 3.42 | -1.92 |
% Rank in Category | 59 | 14 | 59 | 79 | 67 | 41 | 4 | 91 |
Trailing Returns (EUR) | 27/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.23 | -0.23 | -0.31 |
1 Week | -0.67 | -0.77 | -0.84 |
1 Month | 0.63 | -0.66 | -0.58 |
3 Months | -0.27 | -0.23 | -0.26 |
6 Months | 0.46 | -1.39 | -1.30 |
YTD | 2.60 | -2.96 | -2.76 |
1 Year | 5.19 | -1.55 | -1.42 |
3 Years Annualised | 2.91 | 0.17 | 0.19 |
5 Years Annualised | 2.10 | -0.29 | 0.03 |
10 Years Annualised* | 4.54 | 0.12 | -0.12 |
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 | 2.24 | 0.60 | - | - |
2023 | 1.46 | -0.05 | 3.51 | 3.62 |
2022 | -2.90 | -1.39 | 2.33 | -2.39 |
2021 | 5.47 | 0.15 | 2.57 | 1.25 |
2020 | -8.76 | 6.08 | -2.66 | 0.37 |
2019 | 5.62 | 0.59 | 5.61 | -0.24 |
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