MFS Meridian Funds - Prudent Wealth Fund WH1 EURRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/05/2024 |
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Annual Returns (GBP) | 31/05/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/05 | |
Price Return | 19.99 | -1.58 | 4.83 | 20.23 | -3.69 | -13.59 | 9.77 | -1.60 |
+/- Category | 11.38 | 4.27 | -1.40 | 12.09 | -6.32 | -5.58 | 3.96 | -3.70 |
+/- Category Index | - | - | - | 10.13 | -8.29 | -6.28 | 1.37 | -4.63 |
% Rank in Category | 1 | 6 | 65 | 2 | 94 | 94 | 8 | 98 |
Trailing Returns (GBP) | 18/06/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.29 | 0.01 | -0.10 |
1 Week | 0.08 | -0.72 | -0.97 |
1 Month | -3.57 | -2.68 | -3.45 |
3 Months | -1.32 | -2.62 | -3.50 |
6 Months | -1.07 | -4.73 | -5.86 |
YTD | -2.87 | -5.51 | -6.80 |
1 Year | 2.95 | -5.21 | -7.23 |
3 Years Annualised | -3.13 | -3.32 | -5.55 |
5 Years Annualised | 0.77 | -1.32 | -2.98 |
10 Years Annualised | - | - | - |
Category: EUR Moderate Allocation - Global | |||
Category Index: Morningstar EU Mod Gbl Tgt Alloc NR EUR |
Quarterly Returns (GBP) | 31/05/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | -0.58 | - | - | - |
2023 | 2.79 | 0.58 | -0.63 | 6.85 |
2022 | -5.66 | -6.77 | -6.92 | 5.55 |
2021 | -5.93 | 4.02 | -0.16 | -1.42 |
2020 | 4.78 | 7.77 | 2.83 | 3.55 |
2019 | 1.70 | 6.34 | -2.71 | -0.37 |
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