MFS Meridian Funds - Prudent Capital Fund I1 GBPRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/09/2024 |
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Annual Returns (GBP) | 30/09/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/09 | |
Price Return | 4.55 | 6.14 | 9.47 | 8.11 | 3.16 | -3.24 | 9.94 | 1.95 |
+/- Category | 2.72 | 6.94 | -0.98 | 3.92 | -5.14 | 0.10 | 5.83 | -2.03 |
+/- Category Index | - | - | - | - | -5.37 | -0.69 | 2.55 | -3.25 |
% Rank in Category | 26 | 1 | 62 | 23 | 91 | 48 | 5 | 81 |
Trailing Returns (GBP) | 18/10/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.13 | 0.07 | -0.14 |
1 Week | 0.75 | -0.05 | -0.01 |
1 Month | 2.19 | -0.29 | 0.00 |
3 Months | 2.38 | -0.07 | -0.44 |
6 Months | 2.71 | -1.26 | -1.82 |
YTD | 4.65 | -2.43 | -3.42 |
1 Year | 8.79 | -1.83 | -2.79 |
3 Years Annualised | 4.13 | 0.36 | -1.08 |
5 Years Annualised | 4.44 | 0.00 | -1.23 |
10 Years Annualised | - | - | - |
Category: USD Moderate Allocation | |||
Category Index: Morningstar EAA USD Mod Tgt Alloc NR USD |
Quarterly Returns (GBP) | 30/09/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.95 | -0.37 | -0.60 | - |
2023 | 2.87 | 0.39 | 3.22 | 3.14 |
2022 | -2.08 | -0.85 | 1.71 | -2.01 |
2021 | -2.93 | 2.98 | 2.20 | 0.98 |
2020 | 5.79 | 5.37 | -1.09 | -1.95 |
2019 | 4.57 | 5.15 | 3.33 | -3.65 |
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