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MGTS Clarion Meridian Portfolio X Acc (0P0001JUY6.L)

LSE - LSE Delayed Price. Currency in GBp (0.01 GBP)
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238.03-0.50 (-0.21%)
At close: 09:00PM BST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return6.64%
5-Year Average Return3.35%
Number of Years Up3
Number of Years Down1
Best 1 Yr Total Return (Jul 3, 2024)26.08%
Worst 1 Yr Total Return (Jul 3, 2024)N/A
Best 3-Yr Total Return26.08%
Worst 3-Yr Total Return-0.19%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P0001JUY6.LCategory
YTD5.73%0.00%
1-Month0.81%0.00%
3-Month4.25%0.00%
1-Year12.01%0.00%
3-Year0.68%0.00%
5-Year3.90%0.00%
10-Year4.57%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P0001JUY6.LCategory
2024
N/AN/A
2023
7.40%N/A
2022
-13.33%N/A
2021
8.14%N/A
2020
6.09%N/A
2019
15.51%N/A
2018
-7.84%N/A
2017
9.82%N/A
2016
11.20%N/A
2015
3.82%N/A
2014
4.85%N/A
2013
15.63%N/A
2012
13.00%N/A
2011
-5.91%N/A
2010
14.63%N/A
2009
26.08%N/A
2008
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20244.95%N/AN/AN/A
20231.90%-0.59%0.62%5.36%
2022-4.42%-9.08%-1.99%1.76%
20211.93%4.27%0.21%1.54%
2020-16.82%13.33%2.66%9.62%
20196.77%2.99%1.66%3.33%
2018-5.63%6.62%1.39%-9.66%
20174.05%1.14%0.07%4.29%
2016-0.95%0.36%8.57%3.02%
20155.74%-2.42%-5.19%6.14%
20140.61%0.40%0.70%3.08%
20138.64%-0.96%4.18%3.16%
20127.43%-4.23%6.39%3.23%
2011-0.57%-0.07%-9.46%4.58%
20105.72%-6.45%8.20%7.12%
2009-2.92%11.05%14.47%2.16%
20081.31%-7.30%-11.71%N/A

Rank In Category (By Total Return)

YTD18
1-Month54
3-Month12
1-Year28
3-Year83
5-Year79

Load Adjusted Returns

1-Year12.01%
3-Year0.68%
5-Year3.90%
10-Year4.57%