MFS Meridian Funds - Prudent Capital Fund N1 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 | 3.21 | 4.12 | 7.95 | 6.41 | 1.37 | -4.15 | 7.65 | 0.69 |
+/- Category | 1.38 | 4.91 | -2.50 | 2.22 | -6.92 | -0.81 | 3.54 | -3.69 |
+/- Category Index | - | - | - | - | -7.15 | -1.61 | 0.26 | -5.03 |
% Rank in Category | 37 | 4 | 80 | 33 | 96 | 58 | 15 | 96 |
Trailing Returns (GBP) | 26/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.75 | 0.57 | 0.47 |
1 Week | -0.16 | 0.24 | 0.33 |
1 Month | 1.16 | 1.08 | 1.02 |
3 Months | -1.03 | 0.24 | -0.15 |
6 Months | -1.00 | -1.19 | -1.85 |
YTD | 1.31 | -2.78 | -3.95 |
1 Year | 3.83 | -3.00 | -4.93 |
3 Years Annualised | 1.42 | -1.20 | -2.62 |
5 Years Annualised | 1.62 | -1.51 | -2.74 |
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 | 2.45 | -0.67 | - | - |
2023 | 1.60 | 0.25 | 2.90 | 2.71 |
2022 | -2.54 | -0.73 | 1.09 | -2.00 |
2021 | -3.35 | 2.77 | 1.62 | 0.44 |
2020 | 5.62 | 4.99 | -1.86 | -2.22 |
2019 | 4.46 | 4.14 | 3.19 | -3.84 |
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