M&G North American Value Fund Sterling A IncRegister 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 | 7.39 | -6.58 | 14.56 | -2.31 | 25.92 | 5.45 | 10.41 | 8.21 |
+/- Category | 1.69 | -2.93 | -4.49 | -2.92 | -0.20 | 1.44 | 4.82 | 1.46 |
+/- Category Index | 1.20 | -4.03 | -7.72 | -1.49 | -0.89 | 1.40 | 3.31 | 1.51 |
% Rank in Category | 32 | 80 | 86 | 61 | 54 | 41 | 15 | - |
Trailing Returns (GBP) | 01/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -1.52 | -1.21 | -1.48 |
1 Week | -2.64 | -1.86 | -0.65 |
1 Month | -3.79 | -1.61 | -0.31 |
3 Months | 5.21 | -1.23 | 0.88 |
6 Months | 16.34 | 0.84 | 2.50 |
YTD | 6.56 | -0.57 | -0.09 |
1 Year | 15.96 | 0.75 | 0.50 |
3 Years Annualised | 10.15 | 1.32 | -0.18 |
5 Years Annualised | 9.60 | 0.06 | -1.25 |
10 Years Annualised | 11.15 | 0.08 | -1.38 |
Category: US Large-Cap Value Equity | |||
Category Index: Morningstar US LM Brd Val NR USD |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 10.75 | - | - | - |
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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