MFS Meridian Funds - Prudent Wealth Fund I1 USDRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/06/2024 |
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Annual Returns (GBP) | 30/06/2024 | |||||||
2019 | 2020 | 2021 | 2022 | 2023 | 30/06 | |||
Price Return | 10.40 | 12.62 | 4.99 | -5.12 | 8.58 | 1.10 | ||
+/- Category | -0.04 | 8.43 | -3.31 | -1.78 | 4.46 | -4.23 | ||
+/- Category Index | - | - | -3.54 | -2.58 | 1.18 | -4.82 | ||
% Rank in Category | 50 | 5 | 82 | 68 | 9 | 95 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.14 | 0.18 | -0.16 |
1 Week | 0.22 | 0.67 | 0.41 |
1 Month | 0.70 | -0.20 | 0.89 |
3 Months | 0.19 | 0.23 | -1.08 |
6 Months | 1.12 | -4.14 | -4.48 |
YTD | 1.29 | -3.37 | -4.10 |
1 Year | 8.36 | -3.74 | -4.90 |
3 Years Annualised | 2.25 | -1.18 | -2.55 |
5 Years Annualised | 3.77 | 0.23 | -1.02 |
10 Years Annualised | 8.63 | 2.25 | 0.50 |
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 | 2.06 | -0.94 | - | - |
2023 | 1.61 | 0.85 | 2.77 | 3.10 |
2022 | -3.03 | -0.22 | 0.14 | -2.08 |
2021 | -1.66 | 3.52 | 2.41 | 0.71 |
2020 | 7.90 | 5.81 | -1.11 | -0.25 |
2019 | 4.38 | 5.80 | 2.50 | -2.46 |
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