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M&G Smaller Companies GBP R Inc (0P0000WN4W.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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206.84+0.05 (+0.02%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return13.10%
5-year average return3.51%
Number of years up7
Number of years down5
Best 1-yr total return (5 Jun 2024)56.04%
Worst 1-yr total return (5 Jun 2024)N/A
Best 3-yr total return56.04%
Worst 3-yr total return-3.78%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000WN4W.LCategory
YTD4.77%0.00%
1-month2.67%0.00%
3-month5.30%0.00%
1-year7.66%0.00%
3-year-5.76%0.00%
5-year1.68%0.00%
10-year4.80%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000WN4W.LCategory
2024
N/AN/A
2023
-0.99%N/A
2022
-24.00%N/A
2021
21.42%N/A
2020
-3.47%N/A
2019
38.42%N/A
2018
-16.16%N/A
2017
28.17%N/A
2016
3.69%N/A
2015
17.06%N/A
2014
-8.35%N/A
2013
39.37%N/A
2012
26.40%N/A
2011
-10.50%N/A
2010
30.19%N/A
2009
56.04%N/A
2008
-41.34%N/A
2007
-0.83%N/A
2006
26.20%N/A
2005
30.42%N/A
2004
29.37%N/A
2003
35.15%N/A
2002
-27.56%N/A
2001
-30.38%N/A
2000
-6.44%N/A
1999
94.32%N/A
1998
-4.75%N/A
1997
5.16%N/A
1996
2.23%N/A
1995
8.71%N/A
1994
0.62%N/A
1993
42.22%N/A
1992
3.07%N/A
1991
21.19%N/A
1990
-18.51%N/A
1989
13.80%N/A
1988
16.91%N/A
1987
29.89%N/A
1986
33.39%N/A
1985
15.29%N/A
1984
23.52%N/A
1983
27.84%N/A
1982
28.92%N/A
1981
7.99%N/A
1980
30.86%N/A
1979
20.38%N/A
1978
20.08%N/A
1977
75.85%N/A
1976
11.21%N/A
1975
53.51%N/A
1974
-40.40%N/A
1973
-25.43%N/A
1972
46.51%N/A
1971
48.74%N/A
1970
-10.05%N/A
1969
-14.65%N/A
1968
70.23%N/A
1967
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.04%N/AN/AN/A
2023-5.51%-1.46%-2.24%8.77%
2022-15.18%-13.27%-7.56%11.77%
20215.54%10.23%8.57%-3.86%
2020-31.82%11.92%2.35%23.58%
201910.67%4.93%1.81%17.07%
2018-5.81%5.97%-0.75%-15.37%
20177.40%9.21%4.62%4.45%
2016-0.11%-11.82%13.28%3.92%
20152.87%9.39%0.66%3.35%
2014-1.41%-5.67%-2.17%0.73%
201313.95%1.48%7.81%11.80%
201220.82%-7.98%7.35%5.91%
20113.36%0.99%-17.02%3.34%
20104.61%-5.55%17.58%12.06%
2009-1.16%25.54%21.61%3.40%
2008-4.05%-0.48%-18.22%-24.89%
20077.88%1.96%-4.44%-5.65%
200613.07%-3.72%5.45%9.93%
20056.70%4.03%9.02%7.78%
20049.40%3.04%0.89%13.76%
2003-8.01%25.03%11.08%5.79%
2002-5.13%-9.08%-20.96%6.25%
2001-19.81%0.65%-29.70%22.70%
200010.71%-13.21%15.08%-15.38%
199914.08%12.96%5.80%42.53%
199815.68%1.50%-23.00%5.35%
19971.86%-7.27%8.00%3.09%
19966.75%2.47%-4.64%-1.99%
1995-0.57%6.80%5.60%-3.06%
19948.01%-6.79%2.05%-2.07%
199316.31%8.35%8.53%3.99%
1992-5.44%9.46%-15.10%17.30%
199117.47%-0.40%9.76%-5.63%
1990-7.87%5.17%-17.83%2.35%
198918.06%3.60%-0.21%-6.76%
19886.78%9.69%-2.53%2.41%
198729.26%24.90%12.31%-28.36%
198615.55%8.88%-0.76%6.83%
19858.74%-3.15%4.65%4.60%
198411.27%-3.90%6.51%8.46%
198311.51%6.36%4.24%3.41%
19823.78%0.19%11.19%11.52%
19817.83%6.56%-13.28%8.37%
198011.06%7.09%8.30%1.60%
197918.70%-0.40%9.80%-7.27%
19780.28%9.75%13.81%-4.13%
197724.95%13.77%16.54%6.14%
19769.13%-2.13%-3.05%7.39%
197534.68%4.37%3.22%5.80%
1974-8.21%-8.05%-20.93%-10.70%
1973-3.10%-0.54%-7.31%-16.53%
197221.60%-4.30%8.59%15.94%
19713.11%11.86%12.93%14.20%
19704.19%-16.43%8.01%-4.36%
1969-2.61%-17.49%0.00%6.21%
196812.87%19.10%16.64%8.56%
196710.66%N/AN/AN/A

Rank in category (by total return)

YTD36
1-month54
3-month38
1-year31
3-year50
5-year68

Load adjusted returns

1-year7.66%
3-year-5.76%
5-year1.68%
10-year4.80%