MFS Meridian Funds - Prudent Capital Fund I1 EURRegister 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 | 4.08 | 6.14 | 9.78 | 8.06 | 2.87 | -2.74 | 9.62 | 1.90 |
+/- Category | 2.25 | 6.94 | -0.67 | 3.88 | -5.43 | 0.60 | 5.51 | -2.48 |
+/- Category Index | - | - | - | - | -5.65 | -0.19 | 2.23 | -3.82 |
% Rank in Category | 29 | 1 | 58 | 23 | 93 | 43 | 5 | 85 |
Trailing Returns (GBP) | 25/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.69 | 0.51 | 0.74 |
1 Week | -0.15 | 0.25 | 0.17 |
1 Month | 0.91 | 0.83 | 1.20 |
3 Months | -0.77 | 0.51 | 0.20 |
6 Months | -0.12 | -0.32 | -0.82 |
YTD | 2.15 | -1.95 | -2.82 |
1 Year | 4.61 | -2.22 | -3.49 |
3 Years Annualised | 2.91 | 0.29 | -1.03 |
5 Years Annualised | 3.29 | 0.16 | -1.10 |
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 | 2.92 | -0.32 | - | - |
2023 | 2.45 | 0.33 | 3.60 | 2.93 |
2022 | -1.43 | -1.34 | 1.69 | -1.65 |
2021 | -2.90 | 3.19 | 1.83 | 0.83 |
2020 | 5.50 | 5.93 | -1.44 | -1.89 |
2019 | 4.88 | 5.15 | 3.16 | -3.51 |
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