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MONEY
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JPMorgan Multi-Asset Trust PLC (MATE.L)
LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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103.06
0.00
(0.00%)
At close: 09:00PM BST
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
4.28%
5-year average return
4.79%
Number of years up
3
Number of years down
2
Best 1-yr total return (25 Mar 2024)
14.69%
Worst 1-yr total return (25 Mar 2024)
N/A
Best 3-yr total return
14.69%
Worst 3-yr total return
0.57%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
MATE.L
Category
YTD
4.69%
0.00%
1-month
3.99%
0.00%
3-month
9.37%
0.00%
1-year
12.37%
0.00%
3-year
5.48%
0.00%
5-year
5.19%
0.00%
10-year
0.00%
0.00%
Last bull market
0.00%
0.00%
Last bear market
0.00%
0.00%
Annual total return (%) history
Year
MATE.L
Category
2023
9.74%
N/A
2022
-9.82%
N/A
2021
14.09%
N/A
2020
-1.13%
N/A
2019
14.69%
N/A
2018
N/A
N/A
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2023
5.39%
-0.28%
-4.65%
9.51%
2022
-2.93%
-6.31%
-3.81%
3.09%
2021
3.20%
4.57%
0.58%
5.11%
2020
-16.30%
3.00%
2.38%
12.02%
2019
7.37%
1.84%
1.39%
3.45%
2018
0.98%
3.02%
-3.89%
N/A
Rank in category (by total return)
YTD
N/A
1-month
N/A
3-month
N/A
1-year
N/A
3-year
N/A
5-year
N/A
Load adjusted returns
1-year
12.37%
3-year
5.48%
5-year
5.19%
10-year
N/A
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