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M&G Smaller Companies Fund Sterling R Inc (0P0000WN4W.L)

LSE - LSE Delayed Price. Currency in GBp (0.01 GBP)
198.57+2.72 (+1.39%)
As of 08:00PM GMT. Market open.
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Performance Overview

Morningstar Return Rating★★
Year-to-Date ReturnN/A
5-Year Average ReturnN/A
Number of Years Up6
Number of Years Down3
Best 1 Yr Total Return (Invalid Date)56.04%
Worst 1 Yr Total Return (Invalid Date)-41.34%
Best 3-Yr Total Return56.04%
Worst 3-Yr Total Return-9.79%

Trailing Returns (%) Vs. Benchmarks

Return0P0000WN4W.LCategory
YTD4.23%7.62%
1-Month4.23%2.07%
3-Month12.44%7.62%
1-Year-15.04%18.60%
3-Year-1.60%8.31%
5-Year5.31%14.76%
10-Year7.43%8.36%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P0000WN4W.LCategory
2021
N/AN/A
2020
-3.47%N/A
2019
38.42%N/A
2018
-16.16%N/A
2017
28.17%N/A
2016
3.69%N/A
2015
17.06%15.62%
2014
-8.35%-1.25%
2013
39.37%39.58%
2012
26.40%24.62%
2011
-10.50%-8.49%
2010
30.19%32.08%
2009
56.04%48.71%
2008
-41.34%-39.48%
2007
-0.83%-6.85%
2006
26.20%24.51%
2005
30.42%21.79%
2004
29.37%22.26%
2003
35.15%39.13%
2002
-27.56%-24.97%
2001
-30.38%-14.36%
2000
-6.44%4.50%
1999
94.32%74.40%
1998
-4.75%-1.57%
1997
5.16%8.89%
1996
2.23%16.86%
1995
8.71%18.25%
1994
0.62%-2.41%
1993
42.22%40.79%
1992
3.07%3.61%
1991
21.19%18.47%
1990
-18.51%-22.87%
1989
13.80%10.48%
1988
16.91%10.38%
1987
29.89%23.31%
1986
33.39%37.86%
1985
15.29%14.12%
1984
23.52%18.88%
1983
27.84%25.71%
1982
28.92%29.73%
1981
7.99%5.78%
1980
30.86%26.59%
1979
20.38%12.91%
1978
20.08%16.77%
1977
75.85%70.24%
1976
11.21%2.65%
1975
53.51%47.67%
1974
-40.40%-38.94%
1973
-25.43%-25.51%
1972
46.51%44.76%
1971
48.74%N/A
1970
-10.05%N/A
1969
-14.65%N/A
1968
70.23%N/A
1967
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20215.54%10.23%N/AN/A
2020-31.82%11.92%2.35%23.58%
201910.67%4.93%1.81%17.07%
2018-5.81%5.97%-0.75%-15.37%
20177.40%9.21%4.62%4.45%
2016-0.11%-11.82%13.28%3.92%
20152.87%9.39%0.66%3.35%
2014-1.41%-5.67%-2.17%0.73%
201313.95%1.48%7.81%11.80%
20125.91%-7.98%7.35%5.91%
20113.36%0.99%-17.02%3.34%
20104.61%-5.55%17.58%12.06%
2009-1.16%25.54%21.61%3.40%
2008-4.05%-0.48%-18.22%-24.89%
20077.88%1.96%-4.44%-5.65%
200613.07%-3.72%5.45%9.93%
20056.70%4.03%9.02%7.78%
20049.40%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%
200010.71%-13.21%15.08%-15.38%
199914.08%12.96%5.80%42.53%
199815.68%1.50%-23.00%5.35%
19971.86%-7.27%8.00%3.09%
19966.75%2.47%-4.64%-1.99%
1995-0.57%6.80%5.60%-3.06%
19948.01%-6.79%2.05%-2.07%
199316.31%8.35%8.53%3.99%
1992-5.44%9.46%-15.10%17.30%
199117.47%-0.40%9.76%-5.63%
1990-7.87%5.17%-17.83%2.35%
198918.06%3.60%-0.21%-6.76%
19886.78%9.69%-2.53%2.41%
198729.26%24.90%12.31%-28.36%
198615.55%8.88%-0.76%6.83%
19858.74%-3.15%4.65%4.60%
198411.27%-3.90%6.51%8.46%
198311.51%6.36%4.24%3.41%
19823.78%0.19%11.19%11.52%
19817.83%6.56%-13.28%8.37%
198011.06%7.09%8.30%1.60%
197918.70%-0.40%9.80%-7.27%
19780.28%9.75%13.81%-4.13%
197724.95%13.77%16.54%6.14%
19769.13%-2.13%-3.05%7.39%
197534.68%4.37%3.22%5.80%
1974-8.21%-8.05%-20.93%-10.70%
1973-3.10%-0.54%-7.31%-16.53%
197221.60%-4.30%8.59%15.94%
19713.11%11.86%12.93%14.20%
19704.19%-16.43%8.01%-4.36%
1969-2.61%-17.49%0.00%6.21%
196812.87%19.10%16.64%8.56%
196710.66%N/AN/AN/A

Rank In Category (By Total Return)

YTD75
1-Month90
3-Month32
1-Year68
3-Year61
5-Year73

Load Adjusted Returns

1-Year47.16%
3-Year9.30%
5-Year14.48%
10-Year10.87%
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