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M&G North American Value GBP R Acc (0P0000WN4I.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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436.02-1.42 (-0.32%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.06%
5-year average return9.96%
Number of years up10
Number of years down2
Best 1-yr total return (29 Apr 2024)40.78%
Worst 1-yr total return (29 Apr 2024)N/A
Best 3-yr total return40.78%
Worst 3-yr total return1.89%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000WN4I.LCategory
YTD10.79%0.00%
1-month6.54%0.00%
3-month10.79%0.00%
1-year21.92%0.00%
3-year12.48%0.00%
5-year11.22%0.00%
10-year12.01%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000WN4I.LCategory
2024
N/AN/A
2023
10.58%N/A
2022
5.62%N/A
2021
26.13%N/A
2020
-2.09%N/A
2019
15.04%N/A
2018
-6.09%N/A
2017
7.92%N/A
2016
40.78%N/A
2015
2.03%N/A
2014
20.81%N/A
2013
36.93%N/A
2012
6.85%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
202410.79%N/AN/AN/A
20230.49%3.71%1.67%4.37%
20226.08%-6.02%2.81%3.04%
202114.69%1.99%3.27%4.41%
2020-19.80%10.91%-0.55%10.68%
20198.02%2.39%3.21%0.77%
2018-6.30%10.09%4.92%-13.23%
20172.40%-2.56%2.06%5.98%
20163.29%7.29%10.31%15.16%
20154.83%-6.21%-4.53%8.69%
20143.97%4.15%4.09%7.19%
201322.01%4.42%-0.89%8.44%
201210.49%-4.80%3.78%-2.12%
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-month11
3-month24
1-year20
3-year28
5-year46

Load adjusted returns

1-year21.92%
3-year12.48%
5-year11.22%
10-year12.01%