M&G (Lux) Optimal Income J 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 | -4.79 | 10.49 | -3.72 | 9.68 | 3.52 | |||
+/- Category | -1.71 | -0.47 | 1.56 | 5.64 | -1.43 | |||
+/- Category Index | - | 1.14 | 1.75 | 4.32 | -1.44 | |||
% Rank in Category | 71 | 54 | 36 | 2 | 85 |
Trailing Returns (EUR) | 27/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.23 | -0.23 | -0.31 |
1 Week | -0.67 | -0.76 | -0.83 |
1 Month | 0.68 | -0.60 | -0.52 |
3 Months | -0.10 | -0.06 | -0.10 |
6 Months | 0.79 | -1.05 | -0.97 |
YTD | 3.13 | -2.43 | -2.23 |
1 Year | 6.00 | -0.75 | -0.62 |
3 Years Annualised | 3.66 | 0.92 | 0.95 |
5 Years Annualised | 2.83 | 0.45 | 0.77 |
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 | 0.77 | - | - |
2023 | 1.63 | 0.18 | 3.71 | 3.87 |
2022 | -2.71 | -1.26 | 2.50 | -2.22 |
2021 | 5.66 | 0.34 | 2.77 | 1.42 |
2020 | -8.60 | 6.25 | -2.49 | 0.54 |
2019 | - | - | 5.75 | -0.06 |
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