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M&G Investment Funds (1) - M&G North American Value Fund Sterling R Acc (0P0000WN4I.L)

LSE - LSE Delayed price. Currency in GBp
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261.44+5.99 (+2.34%)
At close: 8:00PM GMT

Performance overview

Morningstar return rating★★★
Year-to-date returnN/A
5-year average returnN/A
Number of years up7
Number of years down2
Best 1-yr total return (Invalid Date)40.78%
Worst 1-yr total return (Invalid Date)-29.90%
Best 3-yr total return40.78%
Worst 3-yr total return-12.39%

Trailing returns (%) vs. Benchmarks

Return0P0000WN4I.LCategory
YTD14.69%3.86%
1-month8.72%-0.64%
3-month14.69%3.86%
1-year40.02%16.25%
3-year8.99%6.30%
5-year12.28%10.65%
10-year11.69%4.42%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000WN4I.LCategory
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%-5.65%
2014
20.81%9.95%
2013
36.93%32.37%
2012
6.85%12.53%
2011
-6.43%-4.10%
2010
18.29%10.99%
2009
30.76%29.25%
2008
-29.90%-40.80%
2007
-9.82%0.07%
2006
6.37%17.55%
2005
N/A3.07%

Past quarterly returns (%)

YearQ1Q2Q3Q4
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%
2012-2.12%-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)

YTD12
1-month19
3-month12
1-year46
3-year71
5-year39

Load adjusted returns

1-year40.02%
3-year8.99%
5-year12.28%
10-year11.69%