MFS Meridian Funds - Prudent Wealth Fund WH1 GBPRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/04/2024 |
|
Annual Returns (GBP) | 30/04/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/04 | |
Price Return | 16.90 | -1.91 | 12.36 | 14.15 | 3.32 | -17.28 | 14.00 | -1.61 |
+/- Category | 9.45 | 3.57 | -0.05 | 10.06 | -4.74 | -6.82 | 6.47 | -3.46 |
+/- Category Index | - | - | - | 8.86 | -4.67 | -8.02 | 4.74 | -3.79 |
% Rank in Category | 1 | 4 | 49 | 2 | 95 | 94 | 4 | 99 |
Trailing Returns (GBP) | 17/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.14 | 0.17 | 0.35 |
1 Week | 1.20 | 0.70 | 0.98 |
1 Month | 4.48 | 1.28 | 1.38 |
3 Months | 3.86 | -0.14 | -0.07 |
6 Months | 6.92 | -1.44 | -1.66 |
YTD | 2.34 | -1.77 | -2.39 |
1 Year | 9.32 | 0.06 | -1.47 |
3 Years Annualised | -0.60 | -2.32 | -3.82 |
5 Years Annualised | 3.56 | 0.18 | -0.88 |
10 Years Annualised | 5.30 | 1.30 | -0.21 |
Category: GBP Allocation 40-60% Equity | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 1.02 | - | - | - |
2023 | 4.17 | 3.36 | -1.39 | 7.38 |
2022 | -5.97 | -8.36 | -8.43 | 4.83 |
2021 | -0.90 | 3.35 | -0.14 | 1.02 |
2020 | 0.16 | 5.09 | 3.19 | 5.09 |
2019 | 6.27 | 2.69 | -1.17 | 4.18 |
|
Advertisement |