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M&G Investment Funds (1) - M&G North American Value Fund Sterling R Acc (0P0000WN4I.L)

LSE - LSE Delayed Price. Currency in GBp (0.01 GBP)
363.87-0.80 (-0.22%)
At close: 08:00PM GMT
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Performance Overview

Morningstar Return Rating★★★
Year-to-Date ReturnN/A
5-Year Average ReturnN/A
Number of Years Up7
Number of Years Down2
Best 1 Yr Total Return (Invalid Date)40.78%
Worst 1 Yr Total Return (Invalid Date)-29.90%
Best 3-Yr Total Return40.78%
Worst 3-Yr Total Return-12.39%

Trailing Returns (%) Vs. Benchmarks

Return0P0000WN4I.LCategory
YTD5.33%3.86%
1-Month-3.75%-0.64%
3-Month-1.93%3.86%
1-Year5.87%16.25%
3-Year9.93%6.30%
5-Year7.59%10.65%
10-Year13.65%4.42%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P0000WN4I.LCategory
2021
N/AN/A
2020
-2.09%N/A
2019
15.04%N/A
2018
-6.09%N/A
2017
7.92%N/A
2016
40.78%N/A
2015
2.03%-5.65%
2014
20.81%9.95%
2013
36.93%32.37%
2012
6.85%12.53%
2011
-6.43%-4.10%
2010
18.29%10.99%
2009
30.76%29.25%
2008
-29.90%-40.80%
2007
-9.82%0.07%
2006
6.37%17.55%
2005
N/A3.07%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202114.69%1.99%N/AN/A
2020-19.80%10.91%-0.55%10.68%
20198.02%2.39%3.21%0.77%
2018-6.30%10.09%4.92%-13.23%
20172.40%-2.56%2.06%5.98%
20163.29%7.29%10.31%15.16%
20154.83%-6.21%-4.53%8.69%
20143.97%4.15%4.09%7.19%
201322.01%4.42%-0.89%8.44%
2012-2.12%-4.80%3.78%-2.12%
20112.92%-3.73%-14.92%11.00%
201013.02%-11.37%3.49%14.11%
2009-14.78%13.50%28.01%5.61%
2008-11.12%-8.89%-8.03%-5.87%
20070.51%3.61%-4.52%-9.30%
20064.85%-4.29%3.12%2.78%
20054.21%N/AN/AN/A

Rank In Category (By Total Return)

YTD31
1-Month94
3-Month99
1-Year35
3-Year87
5-Year46

Load Adjusted Returns

1-Year28.75%
3-Year6.25%
5-Year11.15%
10-Year12.34%
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