M&G Global Themes GBP I Inc (0P0000WN2X.L)
LSE - LSE Delayed Price. Currency in GBp (0.01 GBP)
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Performance Overview
Morningstar Return RatingN/A1
Year-to-Date Return0.71%
5-Year Average Return9.99%
Number of Years Up9
Number of Years Down3
Best 1 Yr Total Return (May 31, 2024)35.36%
Worst 1 Yr Total Return (May 31, 2024)N/A
Best 3-Yr Total Return35.36%
Worst 3-Yr Total Return-2.73%
Trailing Returns (%) Vs. Benchmarks
Time periods greater than 1 year are annualized.
Return0P0000WN2X.LCategory
YTD0.51%0.00%
1-Month-1.77%0.00%
3-Month3.05%0.00%
1-Year6.46%0.00%
3-Year5.57%0.00%
5-Year9.92%0.00%
10-Year9.76%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%
Annual Total Return (%) History
Year0P0000WN2X.LCategory
2024N/AN/A
20237.38%N/A
2022-2.15%N/A
202122.12%N/A
202011.77%N/A
201927.08%N/A
2018-9.40%N/A
201715.92%N/A
201632.93%N/A
2015-2.05%N/A
20140.74%N/A
20134.03%N/A
20120.91%N/A
2011-12.33%N/A
201027.69%N/A
200935.36%N/A
2008-26.68%N/A
200721.03%N/A
200615.23%N/A
200540.63%N/A
200424.71%N/A
200336.33%N/A
2002-12.48%N/A
2001-4.82%N/A
Past Quarterly Returns (%)
YearQ1Q2Q3Q4
20242.32%N/AN/AN/A
20230.97%0.81%-1.00%6.57%
20220.44%-6.63%0.54%3.78%
20217.20%5.28%2.61%5.45%
2020-16.07%20.18%0.41%10.35%
20199.40%9.78%5.50%0.30%
2018-8.10%6.96%2.28%-9.89%
20175.94%0.17%2.73%6.33%
20166.66%8.30%11.38%3.32%
20156.86%-5.54%-10.46%8.37%
20140.25%0.38%-1.13%1.25%
201311.15%-5.47%0.77%-1.74%
20126.13%-9.25%5.79%-0.97%
20110.42%-1.94%-14.05%3.59%
20109.46%-9.78%12.02%15.43%
2009-7.27%11.01%24.39%5.72%
2008-0.88%8.73%-21.00%-13.88%
20074.71%10.83%1.30%2.96%
200611.94%-2.00%-1.67%6.83%
20056.90%5.37%19.74%4.27%
20041.46%1.97%9.98%9.60%
2003-5.20%15.19%14.72%8.83%
200211.80%-8.70%-18.13%4.72%
2001-9.67%10.21%-12.25%8.96%
Rank In Category (By Total Return)
YTD96
1-Month27
3-Month80
1-Year91
3-Year58
5-Year35
Load Adjusted Returns
1-Year6.46%
3-Year5.57%
5-Year9.92%
10-Year9.76%
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