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M&G Episode Growth GBP A Acc (F0GBR04JLK.L)

YHD - YHD Delayed price. Currency in GBp (0.01 GBP)
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81.00-1.00 (-1.22%)
At close: 06:07PM EDT

Performance overview

Morningstar return rating★★★
Year-to-date returnN/A
5-year average returnN/A
Number of years up13
Number of years down4
Best 1-yr total return (Invalid Date)23.64%
Worst 1-yr total return (Invalid Date)-21.30%
Best 3-yr total return23.64%
Worst 3-yr total return-1.27%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnF0GBR04JLK.LCategory
YTD8.78%0.00%
1-month1.40%0.00%
3-month2.77%0.00%
1-year-6.00%0.00%
3-year8.71%0.00%
5-year5.11%0.00%
10-year8.82%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
F0GBR04JLK.LCategory
2018
-12.84%N/A
2017
14.29%N/A
2016
9.02%N/A
2015
5.01%N/A
2014
3.04%N/A
2013
14.93%N/A
2012
9.68%N/A
2011
-6.35%N/A
2010
14.11%N/A
2009
20.67%N/A
2008
-21.30%N/A
2007
7.82%N/A
2006
13.42%N/A
2005
23.64%N/A
2004
12.67%N/A
2003
22.08%N/A
2002
-21.75%N/A
2001
-12.12%N/A
2000
2.17%N/A
1999
9.23%N/A
1998
9.80%N/A
1997
20.23%N/A
1996
10.04%N/A
1995
16.87%N/A
1994
-6.09%N/A
1993
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
2018-2.59%1.24%-0.31%-11.35%
20176.03%3.04%2.66%1.90%
2016-5.27%-0.26%7.48%7.35%
20157.03%-0.88%-5.23%4.44%
20141.18%1.86%0.64%-0.66%
20138.79%-1.62%3.82%3.42%
20126.60%-3.67%3.54%3.15%
2011-0.67%0.88%-11.42%5.52%
20107.36%-9.00%7.09%9.06%
2009-7.39%6.94%16.75%4.35%
2008-7.37%1.23%-11.53%-5.12%
20073.23%4.29%-0.42%0.57%
20069.91%-4.28%2.14%5.55%
20053.52%4.79%8.48%5.07%
20041.72%1.33%2.00%7.17%
2003-4.94%14.50%4.69%7.14%
20021.48%-11.11%-16.18%3.48%
2001-7.59%0.65%-13.75%9.54%
2000-1.97%3.04%1.32%-0.17%
19994.52%1.97%-4.47%7.29%
199811.01%0.61%-10.65%10.03%
19974.73%2.34%11.08%0.99%
19962.45%0.10%2.98%4.20%
19953.06%4.51%5.92%2.45%
1994-3.59%-4.74%2.26%0.00%
19935.94%8.60%9.60%N/A

Rank in category (by total return)

YTD3
1-month59
3-month4
1-year98
3-year27
5-year63

Load adjusted returns

1-year-6.00%
3-year8.71%
5-year5.11%
10-year8.82%