MFS Meridian Funds - Prudent Capital Fund W1 GBPRegister 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 | 4.35 | 6.10 | 9.32 | 8.02 | 3.09 | -3.38 | 9.94 | 1.84 |
+/- Category | 2.51 | 6.90 | -1.13 | 3.84 | -5.20 | -0.04 | 5.83 | -2.54 |
+/- Category Index | - | - | - | - | -5.43 | -0.83 | 2.54 | -3.89 |
% Rank in Category | 28 | 1 | 63 | 23 | 92 | 49 | 5 | 87 |
Trailing Returns (GBP) | 26/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.14 | -0.04 | -0.14 |
1 Week | 0.00 | 0.40 | 0.49 |
1 Month | 0.98 | 0.90 | 0.84 |
3 Months | -0.75 | 0.52 | 0.13 |
6 Months | -0.41 | -0.61 | -1.27 |
YTD | 2.33 | -1.77 | -2.93 |
1 Year | 5.31 | -1.53 | -3.46 |
3 Years Annualised | 2.95 | 0.33 | -1.09 |
5 Years Annualised | 3.11 | -0.02 | -1.25 |
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 | 2.97 | -0.41 | - | - |
2023 | 2.87 | 0.45 | 3.16 | 3.13 |
2022 | -2.10 | -0.92 | 1.70 | -2.05 |
2021 | -2.94 | 2.95 | 2.17 | 0.98 |
2020 | 5.76 | 5.37 | -1.12 | -1.97 |
2019 | 4.47 | 5.16 | 3.33 | -3.70 |
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