M&G (Lux) Optimal Income J H CHF 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 | 2.48 | 6.05 | -7.83 | 15.68 | -0.15 | |||
+/- Category | 0.25 | -2.48 | -0.33 | 5.39 | -3.23 | |||
+/- Category Index | 0.14 | -1.57 | 3.31 | -2.99 | -5.29 | |||
% Rank in Category | 53 | 81 | 52 | 1 | 97 |
Trailing Returns (EUR) | 27/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.43 | -0.25 | -0.04 |
1 Week | 0.27 | -0.82 | 0.20 |
1 Month | 0.36 | -0.63 | -0.01 |
3 Months | 5.20 | 0.83 | 2.45 |
6 Months | 6.04 | -0.08 | -0.53 |
YTD | -0.11 | -2.31 | -4.90 |
1 Year | 11.04 | 0.36 | -3.42 |
3 Years Annualised | 3.33 | -0.13 | -1.91 |
5 Years Annualised | - | - | - |
10 Years Annualised | - | - | - |
Category: CHF Cautious Allocation | |||
Category Index: Cat 75%Citi SwissGBI&25%MSCI Wld Free NR |
Quarterly Returns (EUR) | 31/08/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | -5.21 | -0.05 | - | - |
2023 | 1.80 | 1.29 | 0.33 | 11.81 |
2022 | -4.01 | -5.63 | -1.11 | 2.89 |
2021 | -0.99 | 1.87 | 1.59 | 3.50 |
2020 | -9.08 | 8.00 | 0.25 | 4.10 |
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