MFS Meridian Funds - Prudent Capital Fund C1 USDRegister 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 | 3.03 | 3.83 | 7.65 | 6.16 | 1.15 | -4.44 | 7.44 | 0.53 |
+/- Category | 1.19 | 4.62 | -2.80 | 1.97 | -7.15 | -1.10 | 3.33 | -3.85 |
+/- Category Index | - | - | - | - | -7.37 | -1.89 | 0.04 | -5.19 |
% Rank in Category | 38 | 5 | 82 | 35 | 96 | 61 | 17 | 96 |
Trailing Returns (GBP) | 26/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.70 | 0.52 | 0.75 |
1 Week | -0.22 | 0.18 | 0.10 |
1 Month | 1.06 | 0.98 | 1.35 |
3 Months | -1.09 | 0.19 | -0.12 |
6 Months | -1.12 | -1.32 | -1.82 |
YTD | 1.05 | -3.05 | -3.92 |
1 Year | 3.61 | -3.23 | -4.50 |
3 Years Annualised | 1.16 | -1.46 | -2.78 |
5 Years Annualised | 1.36 | -1.77 | -3.03 |
10 Years Annualised | - | - | - |
Category: USD Moderate Allocation | |||
Category Index: Morningstar EAA USD Mod Tgt Alloc NR USD |
Quarterly Returns (GBP) | 31/08/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.32 | -0.75 | - | - |
2023 | 1.49 | 0.22 | 2.88 | 2.67 |
2022 | -2.60 | -0.85 | 0.98 | -2.01 |
2021 | -3.45 | 2.72 | 1.53 | 0.45 |
2020 | 5.52 | 4.95 | -1.91 | -2.27 |
2019 | 4.40 | 3.97 | 3.19 | -3.90 |
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