MFS Meridian Funds - Prudent Wealth Fund W1 EURRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/07/2024 |
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Annual Returns (GBP) | 31/07/2024 | |||||||
2019 | 2020 | 2021 | 2022 | 2023 | 31/07 | |||
Price Return | 10.27 | 12.29 | 4.55 | -5.44 | 8.55 | 1.89 | ||
+/- Category | -0.18 | 8.11 | -3.75 | -2.10 | 4.44 | -3.11 | ||
+/- Category Index | - | - | -3.97 | -2.90 | 1.16 | -4.42 | ||
% Rank in Category | 52 | 5 | 84 | 72 | 9 | 94 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.36 | 0.04 | -0.19 |
1 Week | 1.40 | 0.75 | 0.50 |
1 Month | -0.38 | -0.64 | -0.79 |
3 Months | -1.86 | -1.82 | -2.40 |
6 Months | 1.49 | -1.74 | -3.11 |
YTD | 0.96 | -3.87 | -4.84 |
1 Year | 5.53 | -4.05 | -5.87 |
3 Years Annualised | 1.26 | -1.83 | -3.21 |
5 Years Annualised | 3.18 | 0.00 | -1.21 |
10 Years Annualised | - | - | - |
Category: USD Moderate Allocation | |||
Category Index: Morningstar EAA USD Mod Tgt Alloc NR USD |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.13 | -1.05 | - | - |
2023 | 2.04 | 0.46 | 3.03 | 2.78 |
2022 | -2.32 | -1.23 | 0.26 | -2.25 |
2021 | -1.66 | 3.47 | 2.17 | 0.57 |
2020 | 7.32 | 6.26 | -1.12 | -0.41 |
2019 | 4.36 | 6.40 | 1.92 | -2.57 |
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