M&G (Lux) Optimal Income J H USD Acc |
Growth Of 1000 (EUR) | 31/08/2024 |
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Annual Returns (EUR) | 31/08/2024 | |||||||
2019 | 2020 | 2021 | 2022 | 2023 | 31/08 | |||
Total Return | 12.63 | -4.85 | 10.39 | -3.75 | 9.66 | 3.49 | ||
+/- Category | 0.30 | -1.78 | -0.57 | 1.53 | 5.63 | -1.46 | ||
+/- Category Index | - | - | 1.04 | 1.72 | 4.30 | -1.47 | ||
% Rank in Category | 50 | 72 | 56 | 36 | 2 | 85 |
Trailing Returns (EUR) | 27/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.23 | -0.23 | -0.31 |
1 Week | -0.66 | -0.75 | -0.83 |
1 Month | 0.69 | -0.60 | -0.52 |
3 Months | -0.08 | -0.04 | -0.08 |
6 Months | 0.78 | -1.06 | -0.98 |
YTD | 3.11 | -2.45 | -2.26 |
1 Year | 5.95 | -0.79 | -0.66 |
3 Years Annualised | 3.63 | 0.89 | 0.92 |
5 Years Annualised | 2.79 | 0.41 | 0.73 |
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 | 2.42 | 0.74 | - | - |
2023 | 1.64 | 0.19 | 3.70 | 3.85 |
2022 | -2.75 | -1.28 | 2.50 | -2.18 |
2021 | 5.63 | 0.32 | 2.73 | 1.41 |
2020 | -8.64 | 6.26 | -2.50 | 0.53 |
2019 | 5.76 | 0.73 | 5.77 | -0.05 |
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