MFS Meridian Funds - Prudent Wealth Fund A1 EURRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/07/2024 |
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Annual Returns (GBP) | 31/07/2024 | |||||||
2019 | 2020 | 2021 | 2022 | 2023 | 31/07 | |||
Price Return | 9.40 | 11.50 | 3.79 | -6.19 | 7.77 | 1.42 | ||
+/- Category | -1.04 | 7.32 | -4.51 | -2.85 | 3.66 | -3.58 | ||
+/- Category Index | - | - | -4.73 | -3.64 | 0.38 | -4.88 | ||
% Rank in Category | 62 | 7 | 89 | 79 | 14 | 95 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.31 | 0.14 | -0.23 |
1 Week | 1.36 | 0.60 | 0.45 |
1 Month | -0.47 | -0.43 | -0.88 |
3 Months | -2.10 | -1.60 | -2.64 |
6 Months | 1.09 | -2.20 | -3.51 |
YTD | 0.44 | -4.12 | -5.36 |
1 Year | 4.68 | -4.77 | -6.71 |
3 Years Annualised | 0.48 | -2.63 | -3.98 |
5 Years Annualised | 2.41 | -0.67 | -1.97 |
10 Years Annualised | 7.27 | 0.99 | -0.67 |
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 | 1.92 | -1.22 | - | - |
2023 | 1.84 | 0.27 | 2.85 | 2.62 |
2022 | -2.53 | -1.45 | 0.12 | -2.46 |
2021 | -1.85 | 3.24 | 2.01 | 0.41 |
2020 | 7.16 | 6.04 | -1.31 | -0.57 |
2019 | 4.15 | 6.22 | 1.71 | -2.77 |
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