MFS Meridian Funds - Prudent Wealth Fund C1 USDRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/07/2024 |
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Annual Returns (GBP) | 31/07/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/07 | |
Price Return | 7.10 | 4.14 | 8.46 | 10.69 | 3.19 | -6.77 | 6.73 | 0.96 |
+/- Category | 5.26 | 4.93 | -1.99 | 6.50 | -5.11 | -3.43 | 2.62 | -4.04 |
+/- Category Index | - | - | - | - | -5.33 | -4.23 | -0.67 | -5.34 |
% Rank in Category | 12 | 4 | 75 | 9 | 91 | 83 | 22 | 97 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.19 | -0.37 | -0.74 |
1 Week | 1.27 | 0.52 | 0.37 |
1 Month | -0.70 | -0.66 | -1.11 |
3 Months | -2.42 | -1.93 | -2.97 |
6 Months | 0.49 | -2.80 | -4.11 |
YTD | -0.21 | -4.77 | -6.01 |
1 Year | 3.66 | -5.79 | -7.74 |
3 Years Annualised | -0.31 | -3.42 | -4.77 |
5 Years Annualised | 1.64 | -1.44 | -2.74 |
10 Years Annualised | 6.45 | 0.17 | -1.48 |
Category: USD Moderate Allocation | |||
Category Index: Morningstar EAA USD Mod Tgt Alloc NR USD |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 1.60 | -1.36 | - | - |
2023 | 1.19 | 0.40 | 2.33 | 2.66 |
2022 | -3.47 | -0.62 | -0.36 | -2.48 |
2021 | -2.06 | 3.05 | 1.95 | 0.28 |
2020 | 7.45 | 5.36 | -1.53 | -0.71 |
2019 | 3.91 | 5.36 | 2.00 | -2.88 |
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