M&G (Lux) Optimal Income JI 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 | 12.76 | -4.78 | 10.40 | -3.61 | 9.76 | 3.51 | ||
+/- Category | 0.43 | -1.70 | -0.56 | 1.66 | 5.73 | -1.44 | ||
+/- Category Index | - | - | 1.05 | 1.85 | 4.40 | -1.45 | ||
% Rank in Category | 47 | 70 | 56 | 35 | 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 | 0.70 | -0.58 | -0.50 |
3 Months | -0.09 | -0.05 | -0.09 |
6 Months | 0.80 | -1.04 | -0.96 |
YTD | 3.14 | -2.43 | -2.23 |
1 Year | 6.03 | -0.72 | -0.59 |
3 Years Annualised | 3.73 | 0.98 | 1.01 |
5 Years Annualised | 2.86 | 0.48 | 0.80 |
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 | 0.76 | - | - |
2023 | 1.64 | 0.24 | 3.70 | 3.89 |
2022 | -2.66 | -1.26 | 2.53 | -2.19 |
2021 | 5.62 | 0.30 | 2.75 | 1.43 |
2020 | -8.60 | 6.27 | -2.49 | 0.54 |
2019 | 5.82 | 0.76 | 5.81 | -0.06 |
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