M&G (Lux) Optimal Income A H M 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 | -6.50 | 3.87 | 11.95 | -5.25 | 9.76 | -4.35 | 8.83 | 3.04 |
+/- Category | -0.63 | 2.80 | -0.38 | -2.17 | -1.20 | 0.92 | 4.80 | -1.91 |
+/- Category Index | - | - | - | - | 0.41 | 1.11 | 3.47 | -1.92 |
% Rank in Category | 59 | 13 | 58 | 77 | 65 | 41 | 4 | 91 |
Trailing Returns (EUR) | 27/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.23 | -0.23 | -0.31 |
1 Week | -0.68 | -0.77 | -0.84 |
1 Month | 0.63 | -0.66 | -0.58 |
3 Months | -0.27 | -0.23 | -0.27 |
6 Months | 0.44 | -1.41 | -1.32 |
YTD | 2.60 | -2.96 | -2.77 |
1 Year | 5.21 | -1.53 | -1.41 |
3 Years Annualised | 2.94 | 0.20 | 0.22 |
5 Years Annualised | 2.16 | -0.22 | 0.10 |
10 Years Annualised* | - | - | - |
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 | 2.25 | 0.59 | - | - |
2023 | 1.44 | 0.00 | 3.52 | 3.64 |
2022 | -2.89 | -1.41 | 2.34 | -2.38 |
2021 | 5.49 | 0.15 | 2.58 | 1.28 |
2020 | -8.58 | 6.06 | -2.64 | 0.37 |
2019 | 5.63 | 0.58 | 5.60 | -0.21 |
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