LSE - Delayed Quote • GBp
M&G Smaller Companies GBP R Inc (0P0000WN4W.L)
At close: April 24 at 9:00 PM GMT+1
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 2.22% |
| 5y Average Return | 1.45% |
| Number of Years Up | 7 |
| Number of Years Down | 5 |
| Best 1Y Total Return (Apr 24, 2024) | 56.04% |
| Worst 1Y Total Return (Apr 24, 2024) | -- |
| Best 3Y Total Return | 56.04% |
| Worst 3Y Total Return | -3.78% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P0000WN4W.L
Category
- YTD
- 2.04%
- 0.00%
- 1-Month
- 4.54%
- 0.00%
- 3-Month
- 2.04%
- 0.00%
- 1-Year
- 6.92%
- 0.00%
- 3-Year
- -4.05%
- 0.00%
- 5-Year
- 2.39%
- 0.00%
- 10-Year
- 4.21%
- 0.00%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
0P0000WN4W.L
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 2.04% | -- | -- | -- |
| 2023 | -5.51% | -1.46% | -2.24% | 8.77% |
| 2022 | -15.18% | -13.27% | -7.56% | 11.77% |
| 2021 | 5.54% | 10.23% | 8.57% | -3.86% |
| 2020 | -31.82% | 11.92% | 2.35% | 23.58% |
| 2019 | 10.67% | 4.93% | 1.81% | 17.07% |
| 2018 | -5.81% | 5.97% | -0.75% | -15.37% |
| 2017 | 7.40% | 9.21% | 4.62% | 4.45% |
| 2016 | -0.11% | -11.82% | 13.28% | 3.92% |
| 2015 | 2.87% | 9.39% | 0.66% | 3.35% |
| 2014 | -1.41% | -5.67% | -2.17% | 0.73% |
| 2013 | 13.95% | 1.48% | 7.81% | 11.80% |
| 2012 | 20.82% | -7.98% | 7.35% | 5.91% |
| 2011 | 3.36% | 0.99% | -17.02% | 3.34% |
| 2010 | 4.61% | -5.55% | 17.58% | 12.06% |
| 2009 | -1.16% | 25.54% | 21.61% | 3.40% |
| 2008 | -4.05% | -0.48% | -18.22% | -24.89% |
| 2007 | 7.88% | 1.96% | -4.44% | -5.65% |
| 2006 | 13.07% | -3.72% | 5.45% | 9.93% |
| 2005 | 6.70% | 4.03% | 9.02% | 7.78% |
| 2004 | 9.40% | 3.04% | 0.89% | 13.76% |
| 2003 | -8.01% | 25.03% | 11.08% | 5.79% |
| 2002 | -5.13% | -9.08% | -20.96% | 6.25% |
| 2001 | -19.81% | 0.65% | -29.70% | 22.70% |
| 2000 | 10.71% | -13.21% | 15.08% | -15.38% |
| 1999 | 14.08% | 12.96% | 5.80% | 42.53% |
| 1998 | 15.68% | 1.50% | -23.00% | 5.35% |
| 1997 | 1.86% | -7.27% | 8.00% | 3.09% |
| 1996 | 6.75% | 2.47% | -4.64% | -1.99% |
| 1995 | -0.57% | 6.80% | 5.60% | -3.06% |
| 1994 | 8.01% | -6.79% | 2.05% | -2.07% |
| 1993 | 16.31% | 8.35% | 8.53% | 3.99% |
| 1992 | -5.44% | 9.46% | -15.10% | 17.30% |
| 1991 | 17.47% | -0.40% | 9.76% | -5.63% |
| 1990 | -7.87% | 5.17% | -17.83% | 2.35% |
| 1989 | 18.06% | 3.60% | -0.21% | -6.76% |
| 1988 | 6.78% | 9.69% | -2.53% | 2.41% |
| 1987 | 29.26% | 24.90% | 12.31% | -28.36% |
| 1986 | 15.55% | 8.88% | -0.76% | 6.83% |
| 1985 | 8.74% | -3.15% | 4.65% | 4.60% |
| 1984 | 11.27% | -3.90% | 6.51% | 8.46% |
| 1983 | 11.51% | 6.36% | 4.24% | 3.41% |
| 1982 | 3.78% | 0.19% | 11.19% | 11.52% |
| 1981 | 7.83% | 6.56% | -13.28% | 8.37% |
| 1980 | 11.06% | 7.09% | 8.30% | 1.60% |
| 1979 | 18.70% | -0.40% | 9.80% | -7.27% |
| 1978 | 0.28% | 9.75% | 13.81% | -4.13% |
| 1977 | 24.95% | 13.77% | 16.54% | 6.14% |
| 1976 | 9.13% | -2.13% | -3.05% | 7.39% |
| 1975 | 34.68% | 4.37% | 3.22% | 5.80% |
| 1974 | -8.21% | -8.05% | -20.93% | -10.70% |
| 1973 | -3.10% | -0.54% | -7.31% | -16.53% |
| 1972 | 21.60% | -4.30% | 8.59% | 15.94% |
| 1971 | 3.11% | 11.86% | 12.93% | 14.20% |
| 1970 | 4.19% | -16.43% | 8.01% | -4.36% |
| 1969 | -2.61% | -17.49% | 0.00% | 6.21% |
| 1968 | 12.87% | 19.10% | 16.64% | 8.56% |
| 1967 | 10.66% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 37 |
| 1-Month | 13 |
| 3-Month | 37 |
| 1-Year | 33 |
| 3-Year | 47 |
| 5-Year | 61 |
Load Adjusted Returns
| 1-Year | 6.92% |
| 3-Year | -4.05% |
| 5-Year | 2.39% |
| 10-Year | 4.21% |
Performance & Risk
| YTD Return | 2.22% |
| 5y Average Return | 1.45% |
| Rank in Category (ytd) | 37 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.92 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | M&G Securities Ltd |
| Net Assets | 169.9M |
| YTD Return | 2.04% |
| Yield | 2.99% |
| Morningstar Rating | |
| Inception Date | Sep 27, 1967 |
Fund Summary
Fund Summary Information Not Available
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