MFS Meridian Funds - Prudent Wealth Fund A1 USDRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/06/2024 |
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Annual Returns (GBP) | 30/06/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/06 | |
Price Return | 7.85 | 4.92 | 9.34 | 11.53 | 3.92 | -6.06 | 7.52 | 0.61 |
+/- Category | 6.02 | 5.71 | -1.11 | 7.34 | -4.38 | -2.72 | 3.40 | -4.71 |
+/- Category Index | - | - | - | - | -4.60 | -3.52 | 0.12 | -5.30 |
% Rank in Category | 10 | 3 | 63 | 7 | 88 | 78 | 16 | 96 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.13 | -0.33 | -0.15 |
1 Week | 0.18 | 0.36 | 0.37 |
1 Month | 0.63 | 0.78 | 0.81 |
3 Months | -0.07 | -0.65 | -1.34 |
6 Months | 0.63 | -4.38 | -4.96 |
YTD | 0.76 | -3.91 | -4.63 |
1 Year | 7.29 | -4.63 | -5.97 |
3 Years Annualised | 1.24 | -2.24 | -3.56 |
5 Years Annualised | 2.75 | -0.79 | -2.04 |
10 Years Annualised | 7.55 | 1.09 | -0.57 |
Category: USD Moderate Allocation | |||
Category Index: Morningstar EAA USD Mod Tgt Alloc NR USD |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 1.80 | -1.16 | - | - |
2023 | 1.37 | 0.63 | 2.49 | 2.84 |
2022 | -3.25 | -0.45 | -0.13 | -2.34 |
2021 | -1.91 | 3.23 | 2.18 | 0.43 |
2020 | 7.61 | 5.57 | -1.34 | -0.50 |
2019 | 4.13 | 5.56 | 2.23 | -2.69 |
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