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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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103.060.00 (0.00%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.28%
5-year average return4.79%
Number of years up3
Number of years down2
Best 1-yr total return (25 Mar 2024)14.69%
Worst 1-yr total return (25 Mar 2024)N/A
Best 3-yr total return14.69%
Worst 3-yr total return0.57%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMATE.LCategory
YTD4.69%0.00%
1-month3.99%0.00%
3-month9.37%0.00%
1-year12.37%0.00%
3-year5.48%0.00%
5-year5.19%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
MATE.LCategory
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/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20235.39%-0.28%-4.65%9.51%
2022-2.93%-6.31%-3.81%3.09%
20213.20%4.57%0.58%5.11%
2020-16.30%3.00%2.38%12.02%
20197.37%1.84%1.39%3.45%
20180.98%3.02%-3.89%N/A

Rank in category (by total return)

YTDN/A
1-monthN/A
3-monthN/A
1-yearN/A
3-yearN/A
5-yearN/A

Load adjusted returns

1-year12.37%
3-year5.48%
5-year5.19%
10-yearN/A