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Charity Assets Trust C Income GBP (0P0001B82K.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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134.15+0.28 (+0.21%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.35%
5-year average return5.27%
Number of years up8
Number of years down3
Best 1-yr total return (24 Apr 2024)11.76%
Worst 1-yr total return (24 Apr 2024)N/A
Best 3-yr total return11.76%
Worst 3-yr total return0.81%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0001B82K.LCategory
YTD-1.55%0.00%
1-month1.82%0.00%
3-month-1.55%0.00%
1-year-7.31%0.00%
3-year0.37%0.00%
5-year5.12%0.00%
10-year3.52%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0001B82K.LCategory
2024
N/AN/A
2023
-6.65%N/A
2022
7.43%N/A
2021
11.02%N/A
2020
11.76%N/A
2019
7.18%N/A
2018
-6.01%N/A
2017
1.71%N/A
2016
8.41%N/A
2015
-0.73%N/A
2014
4.06%N/A
2013
8.50%N/A
2012
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-1.55%N/AN/AN/A
2023-0.85%-6.37%-1.79%2.40%
20225.49%-3.69%4.69%1.01%
20218.41%0.03%0.59%1.78%
2020-0.41%5.25%0.48%6.11%
20192.27%1.18%2.38%1.16%
2018-2.50%1.64%0.22%-5.36%
20170.66%-1.00%-0.41%2.49%
20160.69%2.42%4.10%0.98%
20154.43%0.10%-4.91%-0.14%
2014-0.58%0.63%1.50%2.47%
20139.25%-0.11%-0.63%0.06%
2012-2.44%0.17%0.99%N/A

Rank in category (by total return)

YTD93
1-month72
3-month93
1-year99
3-year66
5-year21

Load adjusted returns

1-year-7.31%
3-year0.37%
5-year5.12%
10-year3.52%