M&G North American Value Fund Sterling A IncRegister 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 | 7.39 | -6.58 | 14.56 | -2.31 | 25.92 | 5.45 | 10.41 | 8.31 |
+/- Category | 1.69 | -2.93 | -4.49 | -2.92 | -0.20 | 1.44 | 4.82 | -1.09 |
+/- Category Index | 1.20 | -4.03 | -7.72 | -1.49 | -0.89 | 1.40 | 3.31 | -4.34 |
% Rank in Category | 32 | 80 | 86 | 61 | 54 | 41 | 15 | 63 |
Trailing Returns (GBP) | 17/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.55 | 0.10 | 0.33 |
1 Week | 2.51 | 1.42 | 1.70 |
1 Month | 0.87 | 1.08 | 1.19 |
3 Months | 0.36 | -1.67 | -2.32 |
6 Months | 2.55 | -0.55 | -2.71 |
YTD | 8.53 | 0.30 | -2.87 |
1 Year | 11.43 | -0.12 | -3.37 |
3 Years Annualised | 10.63 | 2.33 | -0.07 |
5 Years Annualised | 9.07 | 0.41 | -0.91 |
10 Years Annualised | 10.39 | 0.23 | -1.59 |
Category: US Large-Cap Value Equity | |||
Category Index: Morningstar US LM Brd Value NR USD |
Quarterly Returns (GBP) | 31/08/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 10.75 | -1.21 | - | - |
2023 | 0.44 | 3.67 | 1.64 | 4.33 |
2022 | 6.04 | -6.05 | 2.75 | 3.02 |
2021 | 14.63 | 1.95 | 3.23 | 4.37 |
2020 | -19.85 | 10.84 | -0.58 | 10.61 |
2019 | 7.90 | 2.26 | 3.11 | 0.70 |
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