JUSC.L
JPMorgan US Smaller Companies Investment Trust plc is an open-ended equity mutual fund launched and managed by JPMorgan Funds Limited. The fund is co-managed by JPMorgan Asset Management (UK) Limited. It invests in public equity markets of the United States. The fund seeks to invest in stocks of companies operating across diversified sectors. It primarily invests in growth stocks of small-cap companies. The fund employs fundamental analysis with a bottom up stock picking approach, focusing on companies with sustainable competitive advantages versus their competitors, high quality business models and management, and significant growth profiles to create its portfolio. It benchmarks the perfor...[Read more]
Industry
Asset Management
IPO Date
1998-03-31
Stock Exchange
LSE
Ticker
JUSC.L
According to JPMorgan US Smaller Companies Investment Trust plc’s latest financial reports and current stock price. The company's current ROE is -3.95%. This represents a change of 802.30% compared to the average of -0.44% of the last 4 quarters.
The mean historical ROE of JPMorgan US Smaller Companies Investment Trust plc over the last ten years is 8.90%. The current -3.95% ROE has changed -144.38% with respect to the historical average. Over the past ten years (40 quarters), JUSC.L's ROE was at its highest in in the June 2020 quarter at 30.94%. The ROE was at its lowest in in the December 2008 quarter at -29.98%.
Average
8.90%
Median
7.72%
Minimum
-9.17%
Maximum
32.79%
Discovering the peaks and valleys of JPMorgan US Smaller Companies 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 = 765.42%
Maximum Annual ROE = 32.79%
Minimum Annual Increase = -428.07%
Minimum Annual ROE = -9.17%
| Year | ROE | Change |
|---|---|---|
| 2024 | 9.61% | 128.00% |
| 2023 | 4.21% | -145.97% |
| 2022 | -9.17% | -163.54% |
| 2021 | 14.42% | 8.73% |
| 2020 | 13.27% | -35.48% |
| 2019 | 20.56% | -428.07% |
| 2018 | -6.27% | -207.54% |
| 2017 | 5.83% | -82.23% |
| 2016 | 32.79% | 765.42% |
| 2015 | 3.79% | -66.73% |
The current ROE of JPMorgan US Smaller Companies Investment Trust plc (JUSC.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
1.55%
5-year avg
6.47%
10-year avg
8.90%
JPMorgan US Smaller Companies Investment Trust plc’s ROE is greater than Baronsmead Second Venture Trust plc (-6.91%), greater than Baronsmead Venture Trust Plc (-3.91%), less than Seraphim Space Investment Trust Plc (2.99%), less than Vanguard FTSE Developed World ex-U.K. Equity Index Fund GBP Inc (0%), less than Vanguard FTSE Developed World ex-U.K. Equity Index Fund Institutional Plus GBP Inc (0%), less than Vanguard FTSE Developed World ex-U.K. Equity Index Fund GBP Acc (0%), less than Puma Vct 13 Plc (0.15%), less than Vanguard FTSE Developed World ex-U.K. Equity Index Fund Institutional Plus GBP Acc (0%), less than Vanguard U.S. Equity Index Fund Institutional Plus GBP Inc (0%), less than Vanguard U.S. Equity Index Fund Institutional Plus GBP Acc (0%),
| Company | ROE | Market cap |
|---|---|---|
| -6.91% | N/A | |
| -3.91% | N/A | |
| 2.99% | N/A | |
| 0% | N/A | |
| 0% | N/A | |
| 0% | N/A | |
| 0.15% | N/A | |
| 0% | N/A | |
| 0% | N/A | |
| 0% | N/A |
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