MFS Meridian Funds - Prudent Wealth Fund N1 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 | 7.30 | 4.40 | 8.79 | 10.91 | 3.46 | -6.52 | 6.99 | 1.11 |
+/- Category | 5.46 | 5.20 | -1.65 | 6.72 | -4.84 | -3.18 | 2.88 | -3.89 |
+/- Category Index | - | - | - | - | -5.07 | -3.98 | -0.40 | -5.19 |
% Rank in Category | 11 | 4 | 70 | 8 | 90 | 82 | 19 | 96 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.24 | -0.56 | -0.79 |
1 Week | 1.21 | 0.56 | 0.30 |
1 Month | -0.74 | -1.00 | -1.15 |
3 Months | -2.36 | -2.32 | -2.90 |
6 Months | 0.59 | -2.65 | -4.01 |
YTD | -0.11 | -4.94 | -5.91 |
1 Year | 3.86 | -5.72 | -7.53 |
3 Years Annualised | -0.07 | -3.16 | -4.54 |
5 Years Annualised | 1.87 | -1.30 | -2.51 |
10 Years Annualised | 6.71 | 0.30 | -1.22 |
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 | 1.65 | -1.33 | - | - |
2023 | 1.23 | 0.46 | 2.43 | 2.71 |
2022 | -3.40 | -0.60 | -0.21 | -2.45 |
2021 | -2.02 | 3.18 | 1.99 | 0.35 |
2020 | 7.48 | 5.42 | -1.46 | -0.67 |
2019 | 4.02 | 5.37 | 2.14 | -2.82 |
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