MFS Meridian Funds - Prudent Capital Fund I1 USDRegister 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 | 5.01 | 5.82 | 9.68 | 8.09 | 3.02 | -2.61 | 9.37 | 1.57 |
+/- Category | 3.18 | 6.62 | -0.76 | 3.90 | -5.28 | 0.73 | 5.26 | -2.41 |
+/- Category Index | - | - | - | - | -5.50 | -0.07 | 1.98 | -3.63 |
% Rank in Category | 24 | 1 | 59 | 23 | 92 | 41 | 6 | 84 |
Trailing Returns (GBP) | 18/10/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.20 | 0.01 | -0.20 |
1 Week | 0.87 | 0.07 | 0.11 |
1 Month | 2.42 | -0.06 | 0.23 |
3 Months | 2.68 | 0.24 | -0.13 |
6 Months | 2.84 | -1.12 | -1.68 |
YTD | 4.66 | -2.41 | -3.41 |
1 Year | 9.00 | -1.62 | -2.58 |
3 Years Annualised | 4.17 | 0.40 | -1.04 |
5 Years Annualised | 4.41 | -0.03 | -1.26 |
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 | 2.80 | -0.28 | -0.92 | - |
2023 | 1.96 | 0.66 | 3.29 | 3.16 |
2022 | -2.18 | -0.38 | 1.50 | -1.54 |
2021 | -2.97 | 3.20 | 2.00 | 0.87 |
2020 | 5.98 | 5.43 | -1.49 | -1.80 |
2019 | 4.85 | 4.51 | 3.67 | -3.45 |
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