M&G (Lux) Optimal Income J H USD Inc |
Growth Of 1000 (EUR) | 31/08/2024 |
|
Annual Returns (EUR) | 31/08/2024 | |||||||
2019 | 2020 | 2021 | 2022 | 2023 | 31/08 | |||
Total Return | 12.64 | -4.82 | 10.36 | -3.79 | 9.56 | 3.56 | ||
+/- Category | 0.31 | -1.74 | -0.60 | 1.48 | 5.53 | -1.40 | ||
+/- Category Index | - | - | 1.01 | 1.67 | 4.20 | -1.41 | ||
% Rank in Category | 49 | 71 | 56 | 36 | 2 | 84 |
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 | 0.69 | -0.59 | -0.51 |
3 Months | -0.08 | -0.04 | -0.08 |
6 Months | 0.83 | -1.01 | -0.93 |
YTD | 3.18 | -2.39 | -2.19 |
1 Year | 5.99 | -0.76 | -0.63 |
3 Years Annualised | 3.61 | 0.87 | 0.89 |
5 Years Annualised | 2.77 | 0.39 | 0.71 |
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 | 2.43 | 0.79 | - | - |
2023 | 1.64 | 0.13 | 3.70 | 3.82 |
2022 | -2.76 | -1.23 | 2.49 | -2.27 |
2021 | 5.62 | 0.28 | 2.74 | 1.42 |
2020 | -8.60 | 6.26 | -2.51 | 0.52 |
2019 | 5.80 | 0.74 | 5.76 | -0.08 |
Advertisement |