M&G (Lux) Optimal Income JI H M USD Inc |
Growth Of 1000 (EUR) | 31/08/2024 |
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Annual Returns (EUR) | 31/08/2024 | |||||||
2020 | 2021 | 2022 | 2023 | 31/08 | ||||
Total Return | -4.83 | 10.44 | -3.70 | 9.69 | 3.56 | |||
+/- Category | -1.76 | -0.52 | 1.57 | 5.65 | -1.40 | |||
+/- Category Index | - | 1.09 | 1.76 | 4.33 | -1.41 | |||
% Rank in Category | 72 | 55 | 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 | -0.09 | -0.05 | -0.08 |
6 Months | 0.82 | -1.03 | -0.94 |
YTD | 3.18 | -2.39 | -2.19 |
1 Year | 6.00 | -0.75 | -0.62 |
3 Years Annualised | 3.69 | 0.95 | 0.97 |
5 Years Annualised | 2.83 | 0.44 | 0.76 |
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 | 2.44 | 0.78 | - | - |
2023 | 1.63 | 0.19 | 3.75 | 3.83 |
2022 | -2.74 | -1.25 | 2.51 | -2.19 |
2021 | 5.60 | 0.33 | 2.75 | 1.45 |
2020 | -8.67 | 6.26 | -2.48 | 0.55 |
2019 | - | - | 5.82 | -0.06 |
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