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M&G Optimal Income J Stlg GBP Inc (0P0001FDFW.L)

LSE - LSE Delayed Price. Currency in GBp (0.01 GBP)
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94.99+0.19 (+0.20%)
At close: 09:00PM BST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-0.90%
5-Year Average Return2.01%
Number of Years Up3
Number of Years Down1
Best 1 Yr Total Return (May 3, 2024)13.54%
Worst 1 Yr Total Return (May 3, 2024)N/A
Best 3-Yr Total Return13.54%
Worst 3-Yr Total Return-1.72%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P0001FDFW.LCategory
YTD0.79%0.00%
1-Month2.22%0.00%
3-Month0.79%0.00%
1-Year10.89%0.00%
3-Year1.18%0.00%
5-Year2.72%0.00%
10-Year0.00%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P0001FDFW.LCategory
2024
N/AN/A
2023
13.54%N/A
2022
-10.47%N/A
2021
2.80%N/A
2020
3.14%N/A
2019
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20240.79%N/AN/AN/A
20233.21%0.49%1.47%7.89%
2022-4.70%-7.39%-4.45%6.16%
20211.67%1.26%0.50%-0.65%
2020-10.77%7.99%1.97%4.97%
20191.80%0.79%2.61%N/A

Rank In Category (By Total Return)

YTD68
1-Month10
3-Month68
1-Year1
3-Year17
5-Year1

Load Adjusted Returns

1-Year10.89%
3-Year1.18%
5-Year2.72%
10-YearN/A