JPMorgan Indian Investment Trust plc

JPMorgan Indian Investment Trust plcverified

JII.L

Price:

$1016

Market Cap:

$701.31M

JPMorgan Indian Investment Trust plc is a closed-ended equity mutual fund launched and managed by JPMorgan Funds Limited. It is co-managed by JPMorgan Asset Management (UK) Limited. The fund invests in the public equity markets of India. It seeks to invest in stocks of companies operating across diversified sectors. The fund primarily invests in value and growth stocks of companies. It benchmarks the performance of its portfolios against the MSCI India Index. JPMorgan Indian Investment Trust plc was formed on May 1, 1994 and is domiciled in the United Kingdom.[Read more]

Industry

Asset Management

IPO Date

1994-05-26

Stock Exchange

LSE

Ticker

JII.L

The ROE as of September 2024 (TTM) for JPMorgan Indian Investment Trust plc (JII.L) is 21.75%

According to JPMorgan Indian Investment Trust plc’s latest financial reports and current stock price. The company's current ROE is 21.75%. This represents a change of 298.36% compared to the average of 5.46% of the last 4 quarters.

JPMorgan Indian Investment Trust plc (JII.L) Historical ROE (quarterly & annually)

How has JII.L ROE performed in the past?

The mean historical ROE of JPMorgan Indian Investment Trust plc over the last ten years is 8.75%. The current 21.75% ROE has changed 148.58% with respect to the historical average. Over the past ten years (40 quarters), JII.L's ROE was at its highest in in the September 2020 quarter at 20.74%. The ROE was at its lowest in in the March 2020 quarter at -51.60%.

Quarterly (TTM)
Annual

Average

8.75%

Median

9.23%

Minimum

-20.33%

Maximum

30.10%

JPMorgan Indian Investment Trust plc (JII.L) ROE by Quarter and Year

Discovering the peaks and valleys of JPMorgan Indian Investment Trust plc ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Maximum Annual Increase = 77.59%

Maximum Annual ROE = 30.10%

Minimum Annual Increase = -299.30%

Minimum Annual ROE = -20.33%

Quarterly (TTM)
Annual
YearROEChange
20230.38%-93.13%
20225.55%-81.57%
202130.10%-248.04%
2020-20.33%-299.30%
201910.20%-221.24%
2018-8.41%-201.75%
20178.27%-61.99%
201621.75%77.59%
201512.25%-55.87%
201427.76%-256.27%

JPMorgan Indian Investment Trust plc (JII.L) Average ROE

How has JII.L ROE performed in the past?

The current ROE of JPMorgan Indian Investment Trust plc (JII.L) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages

3-year avg

12.01%

5-year avg

5.18%

10-year avg

8.75%

JPMorgan Indian Investment Trust plc (JII.L) ROE vs. Peers

How is JII.L’s ROE compared to its peers?

JPMorgan Indian Investment Trust plc’s ROE is less than JPMorgan Emerging Markets Investment Trust plc (2.54%), less than Templeton Emerging Markets Investment Trust plc (10.60%), less than JPMorgan Japanese Investment Trust plc (24.60%), less than JPMorgan American Investment Trust plc (42.30%), less than Polar Capital Technology Trust plc (48.51%),

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