MFS Meridian Funds - Prudent Capital Fund I1 GBPRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/04/2024 |
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Annual Returns (GBP) | 30/04/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/04 | |
Price Return | 4.55 | 6.14 | 9.47 | 8.11 | 3.16 | -3.24 | 9.94 | 1.71 |
+/- Category | 2.72 | 6.94 | -0.98 | 3.92 | -5.14 | 0.10 | 5.83 | -1.47 |
+/- Category Index | - | - | - | - | -5.37 | -0.69 | 2.55 | -1.65 |
% Rank in Category | 26 | 1 | 62 | 23 | 91 | 48 | 5 | 84 |
Trailing Returns (GBP) | 07/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.93 | 0.17 | 0.42 |
1 Week | 1.97 | 0.82 | 0.32 |
1 Month | 1.47 | 0.67 | 0.62 |
3 Months | 3.34 | 0.06 | -0.12 |
6 Months | 7.14 | -1.08 | -1.63 |
YTD | 3.71 | -0.76 | -1.35 |
1 Year | 11.72 | 1.51 | -0.16 |
3 Years Annualised | 4.91 | 0.86 | -0.46 |
5 Years Annualised | 5.08 | 0.48 | -1.12 |
10 Years Annualised | - | - | - |
Category: USD Moderate Allocation | |||
Category Index: Morningstar EAA USD Mod Tgt Alloc NR USD |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.95 | - | - | - |
2023 | 2.87 | 0.39 | 3.22 | 3.14 |
2022 | -2.08 | -0.85 | 1.71 | -2.01 |
2021 | -2.93 | 2.98 | 2.20 | 0.98 |
2020 | 5.79 | 5.37 | -1.09 | -1.95 |
2019 | 4.57 | 5.15 | 3.33 | -3.65 |
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