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M&G Investment Funds (1) - M&G North American Value Fund (0P000019SE.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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228.87+4.16 (+1.85%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.87%
5-year average return9.88%
Number of years up13
Number of years down5
Best 1-yr total return (22 Apr 2024)40.09%
Worst 1-yr total return (22 Apr 2024)N/A
Best 3-yr total return40.09%
Worst 3-yr total return1.50%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P000019SE.LCategory
YTD10.75%0.00%
1-month6.52%0.00%
3-month10.75%0.00%
1-year21.73%0.00%
3-year12.31%0.00%
5-year10.99%0.00%
10-year11.60%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P000019SE.LCategory
2024
N/AN/A
2023
10.41%N/A
2022
5.46%N/A
2021
25.93%N/A
2020
-2.34%N/A
2019
14.59%N/A
2018
-6.56%N/A
2017
7.38%N/A
2016
40.09%N/A
2015
1.46%N/A
2014
20.13%N/A
2013
36.15%N/A
2012
6.44%N/A
2011
-6.43%N/A
2010
18.29%N/A
2009
30.76%N/A
2008
-29.90%N/A
2007
-9.82%N/A
2006
6.37%N/A
2005
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.75%N/AN/AN/A
20230.45%3.67%1.63%4.33%
20226.04%-6.05%2.77%3.00%
202114.63%1.95%3.23%4.38%
2020-19.86%10.85%-0.61%10.62%
20197.89%2.26%3.13%0.71%
2018-6.42%9.96%4.78%-13.35%
20172.26%-2.68%1.94%5.84%
20163.16%7.16%10.17%15.03%
20154.71%-6.33%-4.70%8.55%
20143.84%4.03%3.92%7.01%
201321.84%4.28%-1.07%8.31%
201210.49%-4.80%3.54%-2.28%
20112.92%-3.73%-14.92%11.00%
201013.02%-11.37%3.49%14.11%
2009-14.78%13.50%28.01%5.61%
2008-11.12%-8.89%-8.03%-5.87%
20070.51%3.61%-4.52%-9.30%
20064.85%-4.29%3.12%2.78%
20054.21%N/AN/AN/A

Rank in category (by total return)

YTD24
1-month12
3-month24
1-year23
3-year32
5-year49

Load adjusted returns

1-year21.73%
3-year12.31%
5-year10.99%
10-year11.60%