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M&G UK Income Distribution GBP R Acc (0P0000WN2Q.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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197.07+1.48 (+0.76%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.55%
5-year average return3.06%
Number of years up9
Number of years down3
Best 1-yr total return (4 Jul 2024)17.93%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return17.93%
Worst 3-yr total return-0.65%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000WN2Q.LCategory
YTD6.09%0.00%
1-month0.94%0.00%
3-month8.35%0.00%
1-year10.98%0.00%
3-year3.79%0.00%
5-year3.95%0.00%
10-year4.46%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000WN2Q.LCategory
2024
N/AN/A
2023
3.12%N/A
2022
-0.07%N/A
2021
12.14%N/A
2020
-9.46%N/A
2019
17.81%N/A
2018
-8.05%N/A
2017
9.77%N/A
2016
12.35%N/A
2015
2.50%N/A
2014
7.05%N/A
2013
17.93%N/A
2012
15.53%N/A
2011
3.03%N/A
2010
12.38%N/A
2009
16.42%N/A
2008
-20.24%N/A
2007
-1.76%N/A
2006
17.09%N/A
2005
17.19%N/A
2004
16.74%N/A
2003
16.03%N/A
2002
-11.04%N/A
2001
-2.25%N/A
2000
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.55%N/AN/AN/A
20230.69%-2.98%2.80%2.69%
20222.83%-4.71%-5.70%8.15%
20215.70%3.75%1.22%1.02%
2020-22.21%7.91%-3.34%11.59%
20198.11%2.53%1.49%4.73%
2018-5.56%6.12%-1.24%-7.10%
20173.30%1.93%0.55%3.68%
20160.25%2.69%7.69%1.34%
20154.26%-2.25%-2.96%3.64%
20141.42%2.89%0.04%2.54%
20139.14%-0.29%3.07%5.13%
20125.85%0.84%6.51%1.62%
20111.34%2.76%-6.54%5.86%
20104.52%-6.62%9.98%4.70%
2009-11.79%9.58%16.21%3.65%
2008-7.70%-5.13%-4.90%-4.22%
20070.90%-0.12%-2.95%0.44%
20066.02%-1.56%5.26%6.57%
20052.09%6.21%4.46%3.46%
20040.52%3.63%4.07%7.68%
2003-3.94%11.77%2.24%5.70%
20022.33%-6.45%-9.63%2.83%
2001-2.19%2.50%-8.42%6.46%
20002.90%4.36%N/AN/A

Rank in category (by total return)

YTD13
1-month42
3-month1
1-year45
3-year28
5-year78

Load adjusted returns

1-year10.98%
3-year3.79%
5-year3.95%
10-year4.46%