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M&G Optimal Income J Stlg GBP Acc (0P0001FDFV.L)

LSE - LSE Delayed Price. Currency in GBp (0.01 GBP)
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114.88+0.23 (+0.20%)
As of 09:00PM BST. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-0.91%
5-Year Average Return2.00%
Number of Years Up3
Number of Years Down1
Best 1 Yr Total Return (May 3, 2024)13.53%
Worst 1 Yr Total Return (May 3, 2024)N/A
Best 3-Yr Total Return13.53%
Worst 3-Yr Total Return-1.74%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P0001FDFV.LCategory
YTD0.78%0.00%
1-Month2.21%0.00%
3-Month0.78%0.00%
1-Year10.87%0.00%
3-Year1.17%0.00%
5-Year2.71%0.00%
10-Year0.00%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P0001FDFV.LCategory
2024
N/AN/A
2023
13.53%N/A
2022
-10.48%N/A
2021
2.80%N/A
2020
3.10%N/A
2019
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20240.78%N/AN/AN/A
20233.20%0.48%1.47%7.89%
2022-4.70%-7.40%-4.45%6.15%
20211.69%1.25%0.50%-0.64%
2020-10.79%8.00%1.97%4.95%
20191.79%0.79%2.62%N/A

Rank In Category (By Total Return)

YTD69
1-Month10
3-Month69
1-Year2
3-Year18
5-Year2

Load Adjusted Returns

1-Year10.87%
3-Year1.17%
5-Year2.71%
10-YearN/A