M&G (Lux) Optimal Income A 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 | -6.47 | 3.75 | 11.94 | -5.42 | 9.76 | -4.32 | 8.87 | 3.02 |
+/- Category | -0.60 | 2.69 | -0.38 | -2.34 | -1.20 | 0.96 | 4.84 | -1.94 |
+/- Category Index | - | - | - | - | 0.40 | 1.15 | 3.51 | -1.95 |
% Rank in Category | 58 | 15 | 59 | 79 | 65 | 41 | 4 | 92 |
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 | -0.26 | -0.22 | -0.26 |
6 Months | 0.43 | -1.41 | -1.32 |
YTD | 2.58 | -2.98 | -2.79 |
1 Year | 5.22 | -1.52 | -1.39 |
3 Years Annualised | 2.95 | 0.21 | 0.23 |
5 Years Annualised | 2.14 | -0.25 | 0.07 |
10 Years Annualised* | 4.53 | 0.11 | -0.13 |
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 | 0.57 | - | - |
2023 | 1.45 | 0.01 | 3.50 | 3.67 |
2022 | -2.87 | -1.43 | 2.33 | -2.34 |
2021 | 5.46 | 0.19 | 2.57 | 1.27 |
2020 | -8.73 | 6.07 | -2.66 | 0.36 |
2019 | 5.61 | 0.59 | 5.61 | -0.22 |
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