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Charity Assets Trust C Accumulation GBP (0P0001B82J.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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167.12-1.40 (-0.83%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.27%
5-year average return5.31%
Number of years up9
Number of years down2
Best 1-yr total return (5 Jun 2024)11.76%
Worst 1-yr total return (5 Jun 2024)N/A
Best 3-yr total return11.76%
Worst 3-yr total return1.40%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0001B82J.LCategory
YTD-0.33%0.00%
1-month-0.08%0.00%
3-month3.09%0.00%
1-year-0.99%0.00%
3-year-0.15%0.00%
5-year5.51%0.00%
10-year4.34%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0001B82J.LCategory
2024
N/AN/A
2023
-6.66%N/A
2022
7.44%N/A
2021
11.03%N/A
2020
11.76%N/A
2019
7.20%N/A
2018
-5.60%N/A
2017
3.01%N/A
2016
10.49%N/A
2015
1.23%N/A
2014
6.54%N/A
2013
10.70%N/A
2012
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-1.56%N/AN/AN/A
2023-0.85%-6.38%-1.79%2.40%
20225.48%-3.69%4.69%1.01%
20218.42%0.03%0.59%1.78%
2020-0.40%5.25%0.48%6.11%
20192.28%1.18%2.38%1.18%
2018-2.51%2.08%0.22%-5.36%
20171.03%-0.40%-0.46%2.85%
20161.05%2.95%4.63%1.51%
20154.87%0.73%-4.53%0.37%
20140.08%1.22%2.08%3.03%
20139.58%0.61%-0.11%0.52%
2012-2.34%0.59%1.53%N/A

Rank in category (by total return)

YTD91
1-month93
3-month26
1-year95
3-year62
5-year17

Load adjusted returns

1-year-1.98%
3-year-0.49%
5-year5.30%
10-year4.23%