M&G North American Value Fund Sterling R IncRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/08/2024 |
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Annual Returns (GBP) | 31/08/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/08 | |
Price Return | 7.92 | -6.11 | 15.02 | -2.07 | 26.13 | 5.61 | 10.58 | 8.42 |
+/- Category | 2.23 | -2.46 | -4.03 | -2.68 | 0.00 | 1.59 | 4.99 | -0.99 |
+/- Category Index | 1.73 | -3.56 | -7.26 | -1.25 | -0.68 | 1.56 | 3.49 | -4.23 |
% Rank in Category | 26 | 76 | 84 | 59 | 53 | 39 | 14 | 62 |
Trailing Returns (GBP) | 17/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.55 | 0.10 | 0.33 |
1 Week | 2.51 | 1.42 | 1.70 |
1 Month | 0.89 | 1.09 | 1.21 |
3 Months | 0.39 | -1.64 | -2.28 |
6 Months | 2.63 | -0.47 | -2.64 |
YTD | 8.65 | 0.41 | -2.76 |
1 Year | 11.60 | 0.05 | -3.21 |
3 Years Annualised | 10.79 | 2.49 | 0.10 |
5 Years Annualised | 9.27 | 0.60 | -0.72 |
10 Years Annualised | 10.76 | 0.60 | -1.22 |
Category: US Large-Cap Value Equity | |||
Category Index: Morningstar US LM Brd Value NR USD |
Quarterly Returns (GBP) | 31/08/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 10.79 | -1.17 | - | - |
2023 | 0.49 | 3.70 | 1.67 | 4.37 |
2022 | 6.09 | -6.02 | 2.78 | 3.06 |
2021 | 14.69 | 1.99 | 3.27 | 4.41 |
2020 | -19.81 | 10.92 | -0.52 | 10.68 |
2019 | 8.03 | 2.39 | 3.20 | 0.77 |
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