M&G (Lux) Optimal Income J EUR 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 | 2.08 | 1.83 | -11.72 | 10.98 | 2.62 | |||
+/- Category | 0.55 | -2.02 | -0.79 | 4.65 | -1.33 | |||
+/- Category Index | -1.67 | -0.73 | 1.24 | 3.86 | -1.44 | |||
% Rank in Category | 44 | 77 | 55 | 3 | 84 |
Trailing Returns (EUR) | 27/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.12 | -0.24 | -0.28 |
1 Week | -0.36 | -0.82 | -0.82 |
1 Month | 0.63 | -0.60 | -0.53 |
3 Months | 3.80 | 1.23 | 0.69 |
6 Months | 3.27 | -0.23 | -0.31 |
YTD | 3.10 | -2.41 | -2.01 |
1 Year | 10.87 | 0.04 | 0.02 |
3 Years Annualised | 0.04 | -0.09 | 0.47 |
5 Years Annualised | 1.42 | 0.07 | 0.60 |
10 Years Annualised | - | - | - |
Category: EUR Cautious Allocation - Global | |||
Category Index: Morningstar EU Cau Gbl Tgt Alloc NR EUR |
Quarterly Returns (EUR) | 31/08/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | -0.25 | -0.40 | - | - |
2023 | 2.67 | 0.05 | 0.10 | 7.93 |
2022 | -5.07 | -7.69 | -4.65 | 5.66 |
2021 | 1.32 | 1.03 | 0.24 | -0.76 |
2020 | -11.24 | 8.29 | 1.56 | 4.56 |
2019 | - | - | 0.56 | 2.21 |
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