M&G (Lux) Optimal Income JI H 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 | -4.78 | 10.45 | -3.70 | 9.64 | 3.56 | |||
+/- Category | -1.70 | -0.51 | 1.58 | 5.60 | -1.39 | |||
+/- Category Index | - | 1.10 | 1.77 | 4.28 | -1.40 | |||
% Rank in Category | 71 | 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 | -0.07 | -0.03 | -0.07 |
6 Months | 0.85 | -1.00 | -0.91 |
YTD | 3.19 | -2.38 | -2.18 |
1 Year | 6.03 | -0.72 | -0.59 |
3 Years Annualised | 3.67 | 0.93 | 0.96 |
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 | 0.79 | - | - |
2023 | 1.65 | 0.14 | 3.72 | 3.85 |
2022 | -2.75 | -1.22 | 2.51 | -2.21 |
2021 | 5.65 | 0.31 | 2.76 | 1.43 |
2020 | -8.60 | 6.27 | -2.49 | 0.53 |
2019 | - | - | 5.80 | -0.08 |
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