MFS Meridian Funds - Prudent Capital Fund W1 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 | 4.93 | 5.65 | 9.59 | 7.98 | 2.96 | -2.72 | 9.29 | 1.70 |
+/- Category | 3.10 | 6.45 | -0.85 | 3.80 | -5.33 | 0.62 | 5.18 | -2.68 |
+/- Category Index | - | - | - | - | -5.56 | -0.17 | 1.90 | -4.02 |
% Rank in Category | 24 | 1 | 60 | 24 | 93 | 42 | 6 | 88 |
Trailing Returns (GBP) | 26/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.71 | 0.53 | 0.43 |
1 Week | -0.14 | 0.26 | 0.35 |
1 Month | 1.25 | 1.17 | 1.11 |
3 Months | -0.67 | 0.60 | 0.21 |
6 Months | -0.23 | -0.43 | -1.09 |
YTD | 2.36 | -1.73 | -2.90 |
1 Year | 5.42 | -1.42 | -3.34 |
3 Years Annualised | 2.96 | 0.34 | -1.08 |
5 Years Annualised | 3.15 | 0.01 | -1.21 |
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 | 2.78 | -0.34 | - | - |
2023 | 1.91 | 0.71 | 3.25 | 3.14 |
2022 | -2.19 | -0.39 | 1.47 | -1.59 |
2021 | -3.00 | 3.22 | 1.96 | 0.86 |
2020 | 6.01 | 5.38 | -1.50 | -1.86 |
2019 | 4.84 | 4.50 | 3.61 | -3.45 |
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