The North American Income Trust plc

The North American Income Trust plcverified

NAIT.L

The North American Income Trust plc is an exchange traded fund launched and managed by Aberdeen Fund Managers Limited. The fund invests in the public equity markets of the United States. It seeks to invest in the stocks of companies operating across diversified sectors. The fund invests in the stocks of large-cap companies, within the market capitalization range of S&P 500 Index. It employs active management style to manage its portfolio. The fund benchmarks the performance of its portfolio against the S&P 500 Index. The fund was formerly known as Edinburgh US Tracker Trust plc. The North American Income Trust plc was formed on November 2, 1902 and is domiciled in the United Kingdom.

Industry

Asset Management - Income

IPO Date

1972-09-04

Stock Exchange

LSE

Ticker

NAIT.L

The ROE as of December 2025 (TTM) for The North American Income Trust plc (NAIT.L) is 19.66%

According to The North American Income Trust plc’s latest financial reports and current stock price. The company's current ROE is 19.66%. This represents a change of 345.74% compared to the average of 4.41% of the last 4 quarters.

The North American Income Trust plc (NAIT.L) Historical ROE (quarterly & annually)

How has NAIT.L ROE performed in the past?

The mean historical ROE of The North American Income Trust plc over the last ten years is 9.16%. The current 19.66% ROE has changed 114.76% with respect to the historical average. Over the past ten years (40 quarters), NAIT.L's ROE was at its highest in in the January 2020 quarter at 34.61%. The ROE was at its lowest in in the July 2022 quarter at -21.45%.

Quarterly (TTM)
Annual

Average

9.16%

Median

6.21%

Minimum

-6.41%

Maximum

31.82%

The North American Income Trust plc (NAIT.L) ROE by Quarter and Year

Discovering the peaks and valleys of The North American Income 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 = 1.45%

Maximum Annual ROE = 31.82%

Minimum Annual Increase = -1022.95%

Minimum Annual ROE = -6.41%

Quarterly (TTM)
Annual
YearROEChange
202519.40%-1022.95%
2024-2.10%-123.77%
20238.84%-57.75%
202220.93%-426.40%
2021-6.41%-209.39%
20205.86%27.16%
20194.61%-29.70%
20186.56%-79.39%
201731.82%1.45%
20162.05%-87.35%

The North American Income Trust plc (NAIT.L) Average ROE

How has NAIT.L ROE performed in the past?

The current ROE of The North American Income Trust plc (NAIT.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

8.71%

5-year avg

8.13%

10-year avg

9.16%

The North American Income Trust plc (NAIT.L) ROE vs. Peers

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

The North American Income Trust plc’s ROE is less than JPMorgan Global Emerging Markets Income Trust plc (13.53%), greater than Bluefield Solar Income Fund Limited (-1.57%), less than abrdn Asian Income Fund Limited (4.65%), less than Aberdeen New India Investment Trust PLC (6.88%), less than Dunedin Income Growth Investment Trust PLC (7.63%), less than JPMorgan Claverhouse Investment Trust plc (12.50%), greater than Octopus Titan VCT plc (-10.39%), less than European Opportunities Trust plc (1.21%), less than Pacific Assets Trust plc (8.84%), less than Henderson High Income Trust plc (13.86%),

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